Unleashing the Power of Digital Transformation and Salesforce to Grow Revenue!
After decades of working closely with CROs, CFOs, CEOs, and CTOs, we’ve developed a methodology to deliver best practices for growth and value creation.
Technological Expertise
Senior, tenured consultants with decades of technological expertise
Experience in multiple industries
Specialists in
Healthcare
Financial Services
Consumer Goods
High Tech (SaaS)
Comfortable communicating with C-Suite decision-makers and investors
Tech stack identification can affect valuation, goal KPIs, and thesis
Potential redundancies
Potential custom tools that don’t scale
Competitive advantage for the PE Firm to have offer this service
Business Process Harmonization and Technology Roadmap
Envisioning sessions with organization leadership to document KPIs and set the digital transformation direction
Documentation including diagrams creates unity and a collective path for improvement
Analysis of the current state of technology stack with associated team usage enables the development of the future state
Creation of a technology roadmap for early “quick wins” and continuous improvement of efficiency and productivity and reduction of operating expenses to improve EBITDA
Salesforce Org Merge, Implementations, and Integration
Expertise in merging two or more Salesforce instances into a single platform that supports new processes
Quick delivery from experienced team gets the new company up and running producing results for investors
Data review, cleanup, de-duplication, and migration so everyone has access to the right information
New Salesforce implementation equips company with world-class sales and marketing process efficiencies, analytics, reports and dashboards
Specialists in Salesforce Sustainability Cloud for carbon emissions accounting and reporting
Matching the acquisition process, we usher the investors and companies from start to finish, ensuring effective digital transformation and company-wide adoption.
Our team guides clients through every stage of the due diligence and digital transformation journey. The team brings a virtually unrivaled amount of experience and focuses on innovation with over 150 Salesforce and business process certifications and over 1,300 completed projects.
