Monitoring Portfolio Performance

OVERVIEW

Industry:
Private Equity

Scenario:
With a portfolio of 90 companies that were required to submit management accounts each month, the organisation was struggling to produce useful data used to track performance against deal qualification metrics.

Approach:
The current process was mapped end to end uncovering a number of wasteful activities. Workshops with stakeholders enabled a prioritised set of requirements to be used to select a suitable technical solution. Suppliers  and lawyers from Argentina and the US were managed through a 3 party contract. The solution was developed and delivered in releases.

Outcome:
3 days per week effort was saved following the on-time on budget implementation of a unique combination of a leading investment fund application and an online performance monitoring tool. 


Key Skills Used:

Project Management

Business Analysis

Lean Six Sigma

Process Mapping

System Implementation

Workshop Facilitation

Benefits Realisation

Training

Key Business Benefits:

Monthly management information is now collected in a standardised chart of accounts method across 90 portfolio companies

Using a simple upload tool, data is approved and portfolio perfomance can be measured against specific metrics for each company

Reporting is carried out within 3 days for all portfolio companies.