Intercompany Transfer Process Improvement 

The Challenge 

An organisation merging operations across two companies in different countries faced complex, inefficient intercompany transfer processes. These processes were time-consuming, error-prone and spread across multiple roles and systems. 

Our Approach 

DeltaD conducted a full regulatory review and worked closely with stakeholders to redesign the process end-to-end, ensuring compliance, clarity and efficiency. 

The Solution 

  • Designed an integrated Monday.com solution covering purchasing, certification, invoicing, invoice matching and payment 
  • Developed standardised PDF and Excel templates for key business records 
  • Implemented the new process with stakeholder support and clear governance 

The Impact 

  • Reduced intercompany process cycles from 60 per month to just 1 
  • Equivalent to a reduction of 155 person-days of effort 
  • Improved accuracy, visibility and control across multiple roles 
  • Enabled smoother collaboration across international teams 

60

process per month reduced to 1

155

Reduction of person days - £30k saving

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Our Work

Case Studies

Our Approach

The 5D Framework

A structured methodology that ensures change is detected, designed, deployed, developed, and defended with precision and care.

Detect

Understand your current workflows and metrics

Design

Create streamlined, tech enabled processes

Deploy

Implement tools and manage the human side of change

Develop

Build internal capability for continuous improvement

Defend

Act as a critical friend to ensure direction is maintained

Testimonial

Authentic Words from Our Clients

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“I worked with Dan for over 20 years and he demonstrated dedication to the company's purpose in every role from frontline operations to senior leadership. He always moved the business forward in whatever role he undertook.”

Director, Water Utility

“I greatly appreciated the opportunity to work with you. I loved your "can-do" attitude and felt your support throughout the whole project, for which I am very grateful.”

Daniel Szilagyi, Founder, Third Mind

"Dan from DeltaD Consulting provided invaluable change management support as we refreshed our client onboarding process during a period of rapid growth. Our existing process had become outdated, and Dan helped us step back, map it properly, and view it through the lens of both the business and the client experience. The process highlighted where we were strong, where we were falling short, and where small changes could deliver big improvements. His structured, pragmatic approach made the change feel manageable rather than disruptive. We’re now onboarding clients in a way that feels far more joined-up, intentional, and supportive."

Danny Hall, FSE Digital

"Working together provided clarity during a period that felt chaotic, helping to streamline work and bring focus back to what truly mattered. The support created a grounding effect, offering a calm and steady influence that helped turn overwhelming challenges into manageable steps. The experience was so valuable that, given the opportunity, I would gladly extend the support further to help shape my vision and values, and tackle the important work that often gets postponed."

Kerry Morgan, Outsource Financial Solutions

"I wanted to say a sincere thank you for taking the time to speak with us and to share your advice on the Microsoft options available to us. We really valued your insight and guidance; it made the decision process much clearer and helped us feel confident in choosing our IT support provider. We truly appreciate your input."

Louise Venables, Applewood Learning

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