strategy

Investment, Risk And People Management In Portfolio Companies' Digital Transformation

April 5, 2021 · 13 min read
How can we encourage management teams to embrace and support digital transformation? How much investment will be required? How can we mitigate the financial risks? These are essential questions that many middle-market private equity investors are currently trying to address. Here we share some ideas and guidelines to help move forward digital transformation initiatives.

The Ultimate CEO Guide To Leveraging A CRM Project To Increase Revenue

March 15, 2021 · 15 min read
Since the introduction of CRM systems, clarity about their primary purpose has been lacking, and CRM project implementation failure rates have been disturbingly high. While one would expect that the clarity of purpose would increase and the failure rate would fall off as the products and the market matured, as of today, too many CRM projects continue to pursue the wrong priorities and fail for unnecessary reasons. This article tackles three key questions any B2B CEO should ask. Is a CRM project appropriate for us, and, in case, how will it help us increase revenue? What are common mistakes we should avoid? How should we organize execution for success?

How Can Middle-Market PE Firms Best Support Portfolio Companies' Digital Transformation?

February 15, 2021 · 13 min read
Can digital transformation have a significant impact on our portfolio companies' exit value? How can we identify the right opportunities in our portfolio? How can we best help our portfolio companies execute successful growth-oriented digital transformation programs? These are all critical questions most middle-market PE firms are currently trying to tackle. Here we share our expertise and ideas to help frame productive internal discussions.

Machine Learning: The Future Of Data Insights. The Time To Start Is Now (Part 2 of 2)

February 1, 2021 · 10 min read
Enhancing the ability to generate data insights to improve decision-making and business performance is an essential priority for most businesses. Modern business intelligence and data analytics tools powered by the cloud and machine learning are affordable and easy to use. The time to start leveraging these powerful new technologies for both large and small companies is now.

Machine Learning: The Future Of Data Insights. The Time To Start Is Now (Part 1 of 2)

January 28, 2021 · 12 min read
Leveraging data to enhance the ability to make business decisions is an essential priority for most businesses. Traditionally, however, the investment needed for purchasing, implementing, and maintaining the required tools and training employees on using them has been very high. The cloud and advanced machine learning technologies enable a new generation of business intelligence and data analytics services that are very affordable and easy to use, and therefore suitable for both large and small enterprises. Learning to leverage these new technologies and services is an urgent priority for all companies that want to further enhance their decision-making and business performance.