Case studies

Strategic Finance in Action

Explore how our financial expertise has helped UAE businesses reduce costs, enhance compliance, and unlock scalable growth. Each project reflects real challenges, strategic solutions, and measurable results.

Streamlining Inventory Management for a Healthcare Clinic

<h3>Streamlining Inventory Management for a Healthcare Clinic</h3> <p>A rapidly growing healthcare clinic was facing operational disruption due to stockouts, over-purchasing, and a lack of real-time inventory visibility. Working capital was tied up in unused stock, while essential items ran out when needed.</p> <h3>Challenges</h3> <p>The clinic struggled with stockouts, over-purchasing, <br />and no real-time visibility, tying up working capital <br />and disrupting operations</p> <h3>Solution</h3> <p>Implemented Zoho Books with structured inventory <br />workflows, purchase order triggers, GRN checks, and <br />accurate stock migration</p> <h3>Result</h3> <ul> <li> <svg aria-hidden="true" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M256 8C119.033 8 8 119.033 8 256s111.033 248 248 248 248-111.033 248-248S392.967 8 256 8zm0 48c110.532 0 200 89.451 200 200 0 110.532-89.451 200-200 200-110.532 0-200-89.451-200-200 0-110.532 89.451-200 200-200m140.204 130.267l-22.536-22.718c-4.667-4.705-12.265-4.736-16.97-.068L215.346 303.697l-59.792-60.277c-4.667-4.705-12.265-4.736-16.97-.069l-22.719 22.536c-4.705 4.667-4.736 12.265-.068 16.971l90.781 91.516c4.667 4.705 12.265 4.736 16.97.068l172.589-171.204c4.704-4.668 4.734-12.266.067-16.971z"></path></svg> 30% reduction in stockholding </li> <li> <svg aria-hidden="true" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M256 8C119.033 8 8 119.033 8 256s111.033 248 248 248 248-111.033 248-248S392.967 8 256 8zm0 48c110.532 0 200 89.451 200 200 0 110.532-89.451 200-200 200-110.532 0-200-89.451-200-200 0-110.532 89.451-200 200-200m140.204 130.267l-22.536-22.718c-4.667-4.705-12.265-4.736-16.97-.068L215.346 303.697l-59.792-60.277c-4.667-4.705-12.265-4.736-16.97-.069l-22.719 22.536c-4.705 4.667-4.736 12.265-.068 16.971l90.781 91.516c4.667 4.705 12.265 4.736 16.97.068l172.589-171.204c4.704-4.668 4.734-12.266.067-16.971z"></path></svg> AED 10,000 monthly savings </li> <li> <svg aria-hidden="true" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M256 8C119.033 8 8 119.033 8 256s111.033 248 248 248 248-111.033 248-248S392.967 8 256 8zm0 48c110.532 0 200 89.451 200 200 0 110.532-89.451 200-200 200-110.532 0-200-89.451-200-200 0-110.532 89.451-200 200-200m140.204 130.267l-22.536-22.718c-4.667-4.705-12.265-4.736-16.97-.068L215.346 303.697l-59.792-60.277c-4.667-4.705-12.265-4.736-16.97-.069l-22.719 22.536c-4.705 4.667-4.736 12.265-.068 16.971l90.781 91.516c4.667 4.705 12.265 4.736 16.97.068l172.589-171.204c4.704-4.668 4.734-12.266.067-16.971z"></path></svg> Improved cash flow and vendor performancevisibility and financial control </li> </ul> <h3>Impact</h3> <p>A scalable, compliant system that improved efficiency <br />and financial control.</p> <figure class='gallery-item'> <a data-elementor-open-lightbox="yes" data-elementor-lightbox-slideshow="be2deac" data-elementor-lightbox-title="bg" data-e-action-hash="#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTUyNCwidXJsIjoiaHR0cHM6XC9cL3NpdGUuZm9ydGZpbmFuY2lhbGFkdmlzb3IuY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDIyXC8xMFwvYmcucG5nIiwic2xpZGVzaG93IjoiYmUyZGVhYyJ9" href='https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg.png'><img width="820" height="600" src="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg.png" alt="" decoding="async" srcset="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg.png 820w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-300x220.png 300w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-768x562.png 768w" sizes="(max-width: 820px) 100vw, 820px" /></a> </figure><figure class='gallery-item'> <a data-elementor-open-lightbox="yes" data-elementor-lightbox-slideshow="be2deac" data-elementor-lightbox-title="bg (1)" data-e-action-hash="#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTUyNSwidXJsIjoiaHR0cHM6XC9cL3NpdGUuZm9ydGZpbmFuY2lhbGFkdmlzb3IuY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDIyXC8xMFwvYmctMS5wbmciLCJzbGlkZXNob3ciOiJiZTJkZWFjIn0%3D" href='https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-1.png'><img width="820" height="600" src="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-1.png" alt="" decoding="async" srcset="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-1.png 820w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-1-300x220.png 300w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-1-768x562.png 768w" sizes="(max-width: 820px) 100vw, 820px" /></a> </figure><figure class='gallery-item'> <a data-elementor-open-lightbox="yes" data-elementor-lightbox-slideshow="be2deac" data-elementor-lightbox-title="bg (2)" data-e-action-hash="#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTUyNiwidXJsIjoiaHR0cHM6XC9cL3NpdGUuZm9ydGZpbmFuY2lhbGFkdmlzb3IuY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDIyXC8xMFwvYmctMi5wbmciLCJzbGlkZXNob3ciOiJiZTJkZWFjIn0%3D" href='https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-2.png'><img width="820" height="600" src="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-2.png" alt="" decoding="async" srcset="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-2.png 820w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-2-300x220.png 300w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-2-768x562.png 768w" sizes="(max-width: 820px) 100vw, 820px" /></a> </figure>

Digitizing Expense Management for a Distribution Company

<h3>Digitizing Expense Management for a Distribution Company</h3> <p>A distribution company relied heavily on manual, cash-based expense tracking for its field teams and vehicles, creating low transparency, overspending, and leakage. Team accountability was difficult, and reporting was slow and inconsistent.</p> <h3>Challenges</h3> <p>The company relied on manual, cash-heavy expense <br />tracking for sales teams and vehicles, leading to <br />overspending, leakage, and poor transparency.</p> <h3>Solution</h3> <p>Introduced Alaan & Pemo corporate cards <br />with limits, Zoho Expense Suite for mileage tracking, <br />and a budgeting framework linked to reporting.</p> <h3>Result</h3> <ul> <li> <svg aria-hidden="true" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M256 8C119.033 8 8 119.033 8 256s111.033 248 248 248 248-111.033 248-248S392.967 8 256 8zm0 48c110.532 0 200 89.451 200 200 0 110.532-89.451 200-200 200-110.532 0-200-89.451-200-200 0-110.532 89.451-200 200-200m140.204 130.267l-22.536-22.718c-4.667-4.705-12.265-4.736-16.97-.068L215.346 303.697l-59.792-60.277c-4.667-4.705-12.265-4.736-16.97-.069l-22.719 22.536c-4.705 4.667-4.736 12.265-.068 16.971l90.781 91.516c4.667 4.705 12.265 4.736 16.97.068l172.589-171.204c4.704-4.668 4.734-12.266.067-16.971z"></path></svg> 15% reduction in operational expenses </li> <li> <svg aria-hidden="true" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M256 8C119.033 8 8 119.033 8 256s111.033 248 248 248 248-111.033 248-248S392.967 8 256 8zm0 48c110.532 0 200 89.451 200 200 0 110.532-89.451 200-200 200-110.532 0-200-89.451-200-200 0-110.532 89.451-200 200-200m140.204 130.267l-22.536-22.718c-4.667-4.705-12.265-4.736-16.97-.068L215.346 303.697l-59.792-60.277c-4.667-4.705-12.265-4.736-16.97-.069l-22.719 22.536c-4.705 4.667-4.736 12.265-.068 16.971l90.781 91.516c4.667 4.705 12.265 4.736 16.97.068l172.589-171.204c4.704-4.668 4.734-12.266.067-16.971z"></path></svg> Automated reporting and instant insights </li> <li> <svg aria-hidden="true" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M256 8C119.033 8 8 119.033 8 256s111.033 248 248 248 248-111.033 248-248S392.967 8 256 8zm0 48c110.532 0 200 89.451 200 200 0 110.532-89.451 200-200 200-110.532 0-200-89.451-200-200 0-110.532 89.451-200 200-200m140.204 130.267l-22.536-22.718c-4.667-4.705-12.265-4.736-16.97-.068L215.346 303.697l-59.792-60.277c-4.667-4.705-12.265-4.736-16.97-.069l-22.719 22.536c-4.705 4.667-4.736 12.265-.068 16.971l90.781 91.516c4.667 4.705 12.265 4.736 16.97.068l172.589-171.204c4.704-4.668 4.734-12.266.067-16.971z"></path></svg> Greater accountability and discipline among staff </li> </ul> <h3>Impact</h3> <p>A shift from manual tracking to a transparent, <br />scalable, and controlled expense management system</p> <figure class='gallery-item'> <a data-elementor-open-lightbox="yes" data-elementor-lightbox-slideshow="be2deac" data-elementor-lightbox-title="bg" data-e-action-hash="#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTUyNCwidXJsIjoiaHR0cHM6XC9cL3NpdGUuZm9ydGZpbmFuY2lhbGFkdmlzb3IuY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDIyXC8xMFwvYmcucG5nIiwic2xpZGVzaG93IjoiYmUyZGVhYyJ9" href='https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg.png'><img width="820" height="600" src="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg.png" alt="" decoding="async" srcset="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg.png 820w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-300x220.png 300w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-768x562.png 768w" sizes="(max-width: 820px) 100vw, 820px" /></a> </figure><figure class='gallery-item'> <a data-elementor-open-lightbox="yes" data-elementor-lightbox-slideshow="be2deac" data-elementor-lightbox-title="bg (1)" data-e-action-hash="#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTUyNSwidXJsIjoiaHR0cHM6XC9cL3NpdGUuZm9ydGZpbmFuY2lhbGFkdmlzb3IuY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDIyXC8xMFwvYmctMS5wbmciLCJzbGlkZXNob3ciOiJiZTJkZWFjIn0%3D" href='https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-1.png'><img width="820" height="600" src="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-1.png" alt="" decoding="async" srcset="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-1.png 820w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-1-300x220.png 300w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-1-768x562.png 768w" sizes="(max-width: 820px) 100vw, 820px" /></a> </figure><figure class='gallery-item'> <a data-elementor-open-lightbox="yes" data-elementor-lightbox-slideshow="be2deac" data-elementor-lightbox-title="bg (2)" data-e-action-hash="#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTUyNiwidXJsIjoiaHR0cHM6XC9cL3NpdGUuZm9ydGZpbmFuY2lhbGFkdmlzb3IuY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDIyXC8xMFwvYmctMi5wbmciLCJzbGlkZXNob3ciOiJiZTJkZWFjIn0%3D" href='https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-2.png'><img width="820" height="600" src="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-2.png" alt="" decoding="async" srcset="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-2.png 820w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-2-300x220.png 300w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-2-768x562.png 768w" sizes="(max-width: 820px) 100vw, 820px" /></a> </figure>

Transforming Financial Accuracy for a Family Owned Construction Company

<h3>Transforming Financial Accuracy for a Family Owned Construction Company</h3> <p>A well-established construction company generated strong revenue but suffered from weak accounting controls. Inaccurate records, misposted inter-company transactions, and flawed inventory valuations overstated profits by AED 34 million, leading to incorrect strategic decisions.</p> <h3>Challenges</h3> <p>A family-owned UAE construction <br>firm generated strong sales but faced inaccurate <br>records, misposted inter-company transactions, <br>poor inventory valuation and overstated profits by <br>AED 34 million</p> <h3>Solution</h3> <p>Conducted a full accounts review, corrected ledgers, <br />streamlined inter-company postings, and enforced in<br />ventory procedures.</p> <h3>Impact</h3> <p>Delivered accurate financial reporting, restored<br />management’s confidence, and established a <br />foundation for sustainable growth and compliance</p> <figure class='gallery-item'> <a data-elementor-open-lightbox="yes" data-elementor-lightbox-slideshow="be2deac" data-elementor-lightbox-title="bg" data-e-action-hash="#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTUyNCwidXJsIjoiaHR0cHM6XC9cL3NpdGUuZm9ydGZpbmFuY2lhbGFkdmlzb3IuY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDIyXC8xMFwvYmcucG5nIiwic2xpZGVzaG93IjoiYmUyZGVhYyJ9" href='https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg.png'><img width="820" height="600" src="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg.png" alt="" decoding="async" srcset="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg.png 820w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-300x220.png 300w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-768x562.png 768w" sizes="(max-width: 820px) 100vw, 820px" /></a> </figure><figure class='gallery-item'> <a data-elementor-open-lightbox="yes" data-elementor-lightbox-slideshow="be2deac" data-elementor-lightbox-title="bg (1)" data-e-action-hash="#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTUyNSwidXJsIjoiaHR0cHM6XC9cL3NpdGUuZm9ydGZpbmFuY2lhbGFkdmlzb3IuY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDIyXC8xMFwvYmctMS5wbmciLCJzbGlkZXNob3ciOiJiZTJkZWFjIn0%3D" href='https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-1.png'><img width="820" height="600" src="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-1.png" alt="" decoding="async" srcset="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-1.png 820w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-1-300x220.png 300w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-1-768x562.png 768w" sizes="(max-width: 820px) 100vw, 820px" /></a> </figure><figure class='gallery-item'> <a data-elementor-open-lightbox="yes" data-elementor-lightbox-slideshow="be2deac" data-elementor-lightbox-title="bg (2)" data-e-action-hash="#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTUyNiwidXJsIjoiaHR0cHM6XC9cL3NpdGUuZm9ydGZpbmFuY2lhbGFkdmlzb3IuY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDIyXC8xMFwvYmctMi5wbmciLCJzbGlkZXNob3ciOiJiZTJkZWFjIn0%3D" href='https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-2.png'><img width="820" height="600" src="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-2.png" alt="" decoding="async" srcset="https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-2.png 820w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-2-300x220.png 300w, https://site.fortfinancialadvisor.com/wp-content/uploads/2022/10/bg-2-768x562.png 768w" sizes="(max-width: 820px) 100vw, 820px" /></a> </figure>