Portfolio Diagnostics, Inc.
Financial consulting services
Prior Assignments

Database Management and Associated Reporting

The client, a medical device developer and manufacturer, wanted the capability to monitor all contracts with surgeons retained to undertake studies of its products’ capabilities. Certain of the resultant 10 reports can be seen by following the link on the Client Reporting tab of this site and going to pages 4-8.

Market Research-Review of Major Grocery Store Chains

While weighing various approaches to growing its U.S. presence, a large international grocery chain operator requested a summary of the unique strategies employed by each of its primary competitors.  Please see pages 13-30 of the link from Client Reporting.

 

Lead Bank Selection

A client with multiple bank accounts spread over its three geographic regions wanted to consolidate these into one relationship encompassing all key banking services (lockbox for receipts processing, wire transfers for paying invoices, online reporting and the like) at the lowest possible total cost.  Pages 2-3 of the Client Reporting link summarize the results of this assignment.

 

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