Redesigned Tech Stack, Data, and Processes to Drive 20% EBITDA Growth for PE-Owned Distribution Services Company

Challenge

A private equity-owned distribution services company was experiencing rapid growth through acquisitions.

The new owner wanted to strengthen operations and data governance to support additional growth.

Approach

  • Assessed current state business and data practices and identified key obstacles preventing an integrated customer and business experience
  • Determined organizational, data, and technology requirements needed to fulfill future state processes
  • Identified key data inputs and outputs needed to optimize future state processes
  • Determined go-forward strategic roadmap, with project sequencing and timing, resource requirements, and training and software costs

Results

I.

Identified 10% year-one EBITDA improvement from increased cash flow and increased capacity

II.

Uncovered the ability to support +20% in additional EBITDA growth

III.

Achieved 50% increased capacity with cost and staffing structure

IV.

Defined 360-degree view of the customer, with distinct KPIs required to deliver the optimal customer experience across touchpoints

Experts