CASE STUDY

Identified Opportunities to Establish Platform for Scaled Business Growth at PE-Owned Healthcare SaaS Business

Challenge

Private equity sponsor’s business case for healthcare SaaS business relied heavily on a complicated and neglected product offering.

Leadership needed a rapid assessment of the business to understand current challenges, identify key opportunities for process optimization, and identify requirements to successfully scale the business.

Approach

  • Conducted discovery meetings with key SMEs and senior leadership combined with in-depth process shadowing with front-line users
  • Identified gaps in processes, technology, training, reporting, and strategic direction of business
  • Created process maps for key architecture across four ‘go-forward’ platforms with recommendations for enhancements and improvements

Results

I.

Identified 15+ immediate changes, including quick wins, and roadmap to implement recommendations

II.

Delivered recommended approach to optimize tool usage, identify cost improvement opportunities, and scale the platform

III.

Documented a significant gap in reporting and identified metrics required for leadership and managers to successful run and grow the business

Results

I.

Identified 15+ immediate changes, including quick wins, and basic roadmap to implement recommendations

II.

Delivered recommended approach to optimize tool usage, identify cost improvement opportunities, and scale the platform

III.

Documented a significant gap in reporting and identified metrics required for leadership and managers to successful run and grow the business

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