Our Story

There is no denying the role of modern data infrastructure and consolidated reporting systems in driving success for companies. Portfolio Holding Corp, a private equity-backed firm with a diversified portfolio of industrial companies sought just that to support their growth and expansion. Their project presented several key challenges:

1. Integrating 6 disparate ERP systems.
2. Managing multiple quarterly acquisitions.
3. Overcoming previous failed attempts at consolidation.
4. Lack of internal subject matter experts (SMEs).

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Our Proven Approach

We initiated the project to establish a strong data foundation. This involved:

Developing a clear program vision and architecture.
Implementing Azure Cloud Data Platform and PowerBI.
Creating connectors for all six ERP systems.
Consolidating data into two reporting hubs on PowerBI.
Transforming analytics from weekly to hourly.
Creating a managed services agreement for ongoing support.
Streamlining integration process for new acquisitions.

Remarkable Results

We provided invaluable support to our client, a PE-backed manufacturing portfolio company. Using our expertise in data architecture and integration, we:

Assisted in building a cutting-edge data platform.
Elevated reporting capabilities.
Implemented Azure Cloud Data Platform and PowerBI.
Equipped the organization with advanced data capabilities.

Fast Facts

Our Data & Analytics Team

Architect
Data Engineer
Data Analyst

Timeline

Three Months

Let’s partner on your culture transformation today!