Help monitor and improve portfolio companies’ performance by uncovering business
insights within ERP (Enterprise Resource Planning) systems.
Solution
JMI’s solution comprised of the following approach:
Operational level data: Extracted operational level data such as sales
statistics, inventory levels, ordering/purchasing data, working capital
metrics, customer acquisition costs, and other KPIs for high-level
scrutiny of portfolio companies.
Mapping with the current trends: Operational level data of portfolio
companies was dissected further and benchmarked with the latest trends
and developments to gain deeper operational insights.
Creating value: This lead to the identification of a specific focus areas for
each portfolio company along with data insights on revenue and costs.
Insights across the portfolio companies further assisted the PE firm to
implement best practice of one portfolio company to all others leading
to improvement in the overall portfolio.
Value Addition
This helped the PE firm in guiding the portfolio company to bring operational
efficiency and identify growth opportunities.
Analytical benchmarking exercise assisted portfolio company to align with recent and upcoming trends.
Data-backed focused insights improved the growth trajectory for portfolio companies.