The Rockbridge 3C Framework in Action
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Case Study: The Rockbridge 3C Framework in Action

  • Writer: Laresa McIntyre
    Laresa McIntyre
  • Aug 15
  • 1 min read

Updated: 1 day ago

The Challenge


A U.S.-based contact center with international operations was struggling to get a clear view of its financials. System issues, broken processes, and a history of human error left reporting months behind and forecasting nearly impossible. An ERP implementation had stalled when a consulting firm failed to deliver. Leadership couldn’t make timely, informed decisions and turned to Rockbridge for help.

Graphic of the Rockbridge 3C framework

Our Approach


We applied the Rockbridge 3C Framework to stabilize and transform the finance function:


Clarity → Conducted a comprehensive financial assessment, correcting 12+ months of historical data and resolving balance sheet issues.


Control → Rebuilt core accounting workflows, clarified ownership, and restarted a failed ERP implementation with a new partner, successfully re-launching in just 60 days.


Confidence → Aligned finance with operations and laid the foundation for forecasting, margin analysis, and strategic planning.


The Results


  • Monthly close reduced from 45+ days to just 8 days

  • Daily cash visibility established

  • 12+ months of financial data corrected and validated

  • ERP re-implemented successfully in 60 days

  • Clean, actionable margin reporting

  • Leadership shifted from reactive to strategic — freeing up dozens of hours per month for higher-value initiatives


"Rockbridge helped us clean up the chaos, rebuild trust in our numbers, and finally feel confident making decisions again.”

~ Client Outcome Summary



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