Case Study On

Tadawul Journey to Optimized Financial Planning

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About the client

Founded in 2021 in Riyadh, the Saudi Tadawul Group is a holding company managing four subsidiaries: the Saudi Exchange (a top 10 global stock exchange by market cap), Muqassa (Securities Clearing), Edaa (Securities Depository), and Wamid (technology services). It drives Saudi Arabia’s Vision 2030 by enhancing the capital market, attracting foreign investment, and diversifying the economy. The Group strengthens the Kingdom’s position as a global investment hub and gateway to the MENA region

The Challenge

Tadawul encountered operational hurdles that impacted efficiency and scalability. These challenges stemmed from legacy systems and fragmented processes.
  • 1. Outdated Technological Silos
  • 2. Complex Process
  • 3. Inefficient Allocation and Replenishment Processes
  • 4. Fragmented Planning Efforts

Our Solution

We have provided managed services to streamline operations and enhance financial and operational efficiency. These solutions integrated advanced planning and automation tools for:

  • 1. Revenue Planning
  • 2. PR PO Automation
  • 3. Expense Planning
  • 4. Manpower Planning
  • 5. Capex Planning
  • 6. Investment Planning
  • 7. Financial Modelling
  • 8. Reporting

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