Delivered Revenue Realization Prediction for 15% Valuation Improvement

Challenge

A private equity-owned contract manufacturer faced a diverse product set and disconnected systems that grew through acquisition. The company needed to improve revenue and order flow predictability to maximize valuation, optimize production planning, and align sales compensation globally.

Approach

Utilizing advanced statistical modeling techniques, we linked disconnected data from 21 ERPs, 2 CRMs, and EDW to create a statistically relevant dataset and built a predictive model that was accurate for short term contracts within 2% of actual performance in backcast testing. Our team delivered a Power BI dashboard to compare sales-projected revenue to actual, to-date performance and transitioned data matching, dashboard, and predictive model maintenance to the client to enable self-sufficiency. In addition, we enabled rationalized sales planning across product lines to optimize sales targets and compensation and trained client resources on ETL and modeling processes so that accuracy and flexibility could improve over time and be extended to future acquisitions.