Accelerate Value Creation with Salesforce and Digital Transformation
Orion helps private equity firms modernize portfolio companies, streamline operations, and unlock scalable growth through strategic digital transformation.
After decades of partnering with CEOs, CROs, CFOs, and technology leaders, we’ve developed a proven approach that aligns technology, process, and data to drive measurable business outcomes—and improve EBITDA.
Built for PE-Backed Growth
Strategic Technology Expertise
Our senior consultants bring deep experience across complex business environments and high-growth organizations.
We help portfolio companies:
Identify scalable technology platforms
Eliminate redundant systems and operational inefficiencies
Improve visibility through better reporting and analytics
Build technology strategies aligned to investment goals and KPIs
Create operational leverage that supports growth and valuation
Our team is comfortable operating at the executive and investor level—bridging strategy, operations, and technology execution.
Business Process & Technology Transformation
Align Teams. Standardize Processes. Scale Faster.
We work with leadership teams to assess current-state operations, define success metrics, and build a practical roadmap for transformation.
Our approach includes:
Executive envisioning and discovery sessions
KPI and operational alignment
Business process documentation and optimization
Current-state technology assessment
Future-state architecture and transformation planning
Prioritized roadmaps focused on quick wins and long-term scalability
The result is improved efficiency, lower operating costs, stronger reporting visibility, and better business performance.
Salesforce Integration, Consolidation & Optimization
One Platform. Better Visibility. Faster Execution.
Whether integrating acquisitions or modernizing legacy systems, Orion helps portfolio companies create scalable Salesforce ecosystems that support growth.
Our expertise includes:
Salesforce org consolidation and mergers
End-to-end Salesforce implementations
Data cleanup, migration, and de-duplication
System integrations across the tech stack
Reporting, dashboards, and operational analytics
Sales, service, and marketing process optimization
Salesforce Sustainability Cloud implementations
We help companies move quickly without sacrificing long-term scalability or adoption.
