Unleashing the Power of Digital Transformation and Salesforce to Grow Revenue!

After decades of working closely with CROs, CFOs, CEOs, and CTOs, we’ve developed a methodology to deliver best practices for growth and value creation.

Technological Expertise

• Senior, tenured consultants with decades of technological expertise​

• Experience in multiple industries​

• Specialists in​

  • Healthcare​

  • Financial Services​

  • Consumer Goods​

  • High Tech (SaaS)​

• Comfortable communicating with C-Suite decision-makers and investors​

• Tech stack identification can affect valuation, goal KPIs, and thesis ​

• Potential redundancies​

• Potential custom tools that don’t scale​

• Competitive advantage for the PE Firm to have offer this service​

Business Process Harmonization and Technology Roadmap

• Envisioning sessions with organization leadership to document KPIs and set the digital transformation direction​

• Documentation including  diagrams creates unity and a collective path for improvement​

• Analysis of the current state of technology stack with associated team usage enables the development of the future state​

• Creation of a technology roadmap for early “quick wins” and continuous improvement of efficiency and productivity and reduction of operating expenses to improve EBITDA​

Salesforce Org Merge, Implementations, and Integration

• Expertise in merging two or more Salesforce instances into a single platform that supports new processes​

• Quick delivery from experienced team gets the new company up and running producing results for investors​

• Data review, cleanup, de-duplication, and migration so everyone has access to the right information​

• New Salesforce implementation equips company with world-class sales and marketing process efficiencies, analytics, reports and dashboards​

• Specialists in Salesforce Sustainability Cloud for carbon emissions accounting and reporting​

Matching the acquisition process, we usher the investors and companies from start to finish, ensuring effective digital transformation and company-wide adoption.

Our team guides clients through every stage of the due diligence and digital transformation journey. The team brings a virtually unrivaled amount of experience and focuses on innovation with over 150 Salesforce and business process certifications and over 1,300 completed projects.

Contact us to learn more!