- Case Studies

# Industry Experience and Innovative Thinking

At Beratung, bold thinking, inspired people and a passion for results come together for extraordinary impact. We work with clients who do not hide from the future but want to define it. Explore our success stories to see how we have helped businesses like yours overcome challenges and achieve tangible results.

- Market Entry Strategy

Breaking New Ground: A Case Study on Market Expansion for a Retail Brand
Assisting a company in entering a new market and achieving rapid growth.

- Digital Transformation

From Legacy to Digital: Successful Digital Transformation for a Financial Institution
Guiding a client through a digital transformation journey to enhance competitiveness and customer experience.

- Healthcare and Pharmaceuticals

How a Medical Device Maker Transformed Its Pricing Capability
Contract renewals were often late and typically failed to include price escalation.

- Healthcare and Pharmaceuticals

A Healthcare Payer Sets Its Own Long-Term Health Strategy
Healthcare Payer was an integrated health system operating in the Eastern part of the US (before US healthcare reform).

- Risk Assessment and Management

Supply Chain Security Mitigates a Sovereign Wealth Fund’s Construction Disruptions
Developing a supply chain “early warning system” increased transparency and flexibility.

- Market Entry Strategy

Blockchain-Enabled Payment Flows: A Payments Company Reviews Its Strategy
Amid disruption and uncertainty, this company built a roadmap for opportunities.

- Business Strategy Development

Industrial Symbiosis Plans Lay the Foundation for a Fmart City’s Infrastructure
Circularity in manufacturing resources would cut waste and emissions by 90%.

- Sustainability and Social Responsibility

A Grocery Giant Enjoys the Fruits of a Successful Merger Integration
A new operating model and organizational consolidation delivered the synergies that large retail mergers can provide.

- Sustainability and Social Responsibility

An Oil and Gas Leader Creates a New Clean Energy Business
We helped build plans, launch, and set ambitious targets for this independent entity.

- Healthcare and Pharmaceuticals

Building a Smart City Demands a Strategy and Tools for Industrialized Design and Construction
A megaproject featuring industrial symbiosis will move forward with an open platform that enables circularity.
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Inspiring examples of financial tailored solutions.

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FINANCIAL

###### Investment planning

Tailored investment strategies to help clients grow their wealth.

###### Retirement planning

Comprehensive plans designed to secure a comfortable future.

###### Education planning

Guidance on saving and investing for educational expenses.
WEALTH

###### Portfolio management

Active management to optimize returns while managing risk.

###### Asset allocation

Maximize growth potential via asset diversification.

###### Risk management

Managing financial risks with insurance and other measures.
TAX

###### Tax planning

Optimize tax through services like deductions and strategies.

###### Estate planning

Effective estate planning for taxes and wealth transfer.

###### Wealth preservation

Preserve wealth for future while reducing taxes.
FEATURED
Adapting to
the digital era
Exploring the Impact of Artificial Intelligence on Business Strategies
Digital Transformation: What Matters Most in Your Sector?

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