What We Do
Our Services
Four areas where better data and sound business judgment make the biggest difference. Each one can stand on its own or work together, and every engagement is built on the data already in place.
Where revenue meets reality
Profitable Growth
Visibility into revenue, pricing, and sales – better decisions, stronger margins.
Most engagements start with a forecast leadership doesn't trust or pricing that doesn't reflect true cost. We connect pipeline, backlog, and commercial data so revenue decisions rest on real numbers.
What this covers
- Revenue ForecastingPipeline, backlog, and capacity connect into forecasts leadership can plan around.
- Pricing & PortfolioMargin frameworks paired with SKU rationalization.
- Backlog ManagementDemand, capacity, and bottleneck visibility.
- Commission ModelingPayout structures aligned to the right behaviors.
Recent work includes
- A laboratory equipment manufacturer: built a CPQ platform for faster configuration and dynamic pricing.
- A retail fixture manufacturer: built a sales forecasting tool connected directly to their ERP.
Related work:Custom CPQ Platform
Where the work actually happens
Operational Performance
Planning, execution, and management as one system – fewer disruptions, better throughput.
Usually the plan, the schedule, and the shop floor are running on different information. We bring them into one system, with KPIs that show what's really happening.
What this covers
- Demand & Supply PlanningS&OP, capacity, and inventory aligned into one plan.
- KPI ImplementationMetrics that reflect operational reality
- Value Stream MappingEnd-to-end flow that exposes delays and rework.
Recent work includes
- A commercial refrigeration manufacturer: replaced a spreadsheet-based production schedule with a real-time scheduling tool.
Related work:Production Scheduling Tool
Where operations meet the P&L
Cost Optimization
Connect execution to outcomes so margin improvement is focused and sustainable.
Margin problems rarely show up in one place. We connect financial and operational data to show which costs, customers, and products are helping margins and which are hurting them.
What this covers
- Cost Structure AnalysisFixed, variable, and overhead drivers shaping unit cost.
- Profitability AnalysisCustomer, product, and channel margins
- Make vs BuyGrounded analysis when real capital is at stake.
- SG&A OptimizationVisibility into SG&A and operating spend
Recent work includes
- A multi-division manufacturer: pulled vendor and AP spend out of the ERP to find consolidation opportunities.
Where deal speed meets diligence
Transaction Support
A clear view of how the business operates – faster alignment, fewer deal surprises.
For buyers, sellers, and private equity firms that need a clear read on a business before and after a deal. We organize the financials and tie them to how the business actually operates.
What this covers
- M&A AdvisorySell-side, buy-side, and post-close diligence.
- PE Value CreationSynergy modeling and value creation roadmaps for portfolio companies.
- Portfolio ReportingPerformance visibility across portfolio companies.
Recent work includes
- An MRO aircraft repair shop: organized their P&L for a potential acquisition.
How We Deliver: Data & Software
Every service can include custom tools built on existing data, from dashboards and forecasts to quoting and scheduling tools.
Not Sure Where to Start?
Most engagements begin with one conversation about what's working and what isn't.