Built Pre-ERP Capability and Insight to Recognize 30% EBITDA Improvement at PE-Owned Product Supplier

Challenge

A private equity-owned supplier of graduation products lacked critical supply planning capabilities and a robust data governance / IT structure.

The company sought to establish visibility into inventory and supply, build and refine processes around newly established capabilities to accelerate a planned ERP implementation, and gain and leverage financial insight.

Approach

  • Rapidly developed deep understanding of current data governance / IT landscape across the business
  • Mapped all gaps in core processes related to inventory management (production, procurement, inventory control, distribution)
  • Developed and implemented auditable process and system controls
  • Designed and implemented dashboards, reports, and KPIs to improve and predict utilization
  • Integrated with finance and sales functions to ensure business alignment

Results

I.

Built future-state process maps to inform ERP requirements with complete buy-in from functional owners, driving alignment across the business

II.

Provided visibility into business performance via BI dashboards, including prioritized, near-term opportunities

III.

Recognized 30% EBITDA margin improvement prior to project end date

Experts