Leeanna Nelson

DIVE BLOG 

Insights from the world of private equity, strategic consulting, and business intelligence.

How To Extract Data from ERP Systems

What is ERP (Enterprise Resource Planning)? Enterprise Resource Planning (ERP) software streamlines business processes by coordinating data flow across an organization. It provides a single source of truth and optimizes operations. They are used to manage everyday business activities such as finance functions, compliance, risk management, retail, supply chain and HR. How To Extract Data from ERP Systems Integrate API Endpoints One way to extract data from ERP systems is by connecting your...
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PE Firms, Prep For Sale, Finance

Operating Partners Forum: Bank Collapses, Technology Best Practices

How has the current economic situation – i.e. the 2023 bank collapses – affected collaboration between operating partners, portfolio support and deal teams? What are private equity firms’ latest technology best practices around data & analytics, cybersecurity and AI? These were the hot topics in the latest BluWave-hosted PE Operating Partners’ forum March 21. Jeff Steinhorn of Gridiron Capital LLC, Anthony Di Leva of Marlin Equity Partners, and Pejman Pourmousa of Sumeru Equity Partners joined...
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PE Firms, Operations, Value Creation

Centralized Data Management: Business Intelligence & Analytics

What is Centralized Data in Business? Centralized data in business analytics involves consolidating information from across an organization into a single system for easier analysis. “This aspect of business intelligence and analytics is important because it gives companies visibility into KPIs at a high level,” says Brandon John, BluWave’s Service Provider Relationship Manager. The consolidation usually happens in something called a data warehouse. Read More:What Are the Different Data...
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PE Firms, Value Creation, CEOs

In the Know: Essential, Accessible Digital Transformation

Digital transformation is no longer something only the biggest, wealthiest companies can afford. Not only are these services within reach for businesses of all sizes – from enterprise organizations to lower middle market companies – but they’re also essential. Learn about common improvement areas all businesses can implement to accelerate digital transformation efforts. Business leaders, including operations partners at private equity firms, C-level executives and functional leads are...
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PE Firms, Value Creation, CEOs

Human Capital Forum: C-Suite Talent, Increasing Retention

How do you identify top C-suite talent? And what’s the best way to improve culture and retention for existing employees? These were among the most popular topics in the latest BluWave-hosted Human Capital forum March 9. Megan Ryan Kanefsky of J.F. Lehman & Company, Kristin Brown Patrick of New State Capital Partners and Abby Wilson of Transom Capital Group joined BluWave as panelists for the virtual event. SIGN UP for the next Human Capital Forum Here are some highlights of what was discussed....
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Human Capital, PE Firms, Value Creation

Pricing Consultants: Hire an Expert

What Do Pricing Consultants Do? Pricing consultants help businesses maximize profits based on researching trends, competitors, customer behavior and more. The goal is to maintain high demand and revenue generation without sacrificing quality, loyalty or perception. Meet Your Pricing Consultant Setting the right price for a product or service is a key factor in maximizing profit margin. It can unlock substantial additional revenue when done correctly. In fact, demand for pricing strategy...
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PE Firms, Value Creation, CEOs

WHAT IS A VOICE OF THE CUSTOMER SURVEY?

Companies conduct voice of customer (VoC) studies to better understand how people interact with their product or service. While there are many techniques to gather this information, the objective is largely the same: Ensure the customer is being heard and served as best as possible. Private equity firms, portfolio companies, and private and public companies can all benefit from a strong voice of customer framework. “Voice of the customer is extremely important to businesses because it allows...
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PE Firms, Value Creation, CEOs

Business Intelligence Automation: What is it?

Business intelligence continues to be among the most high-demand services in the Business Builders’ Network. One aspect of BI&A that’s popular is automation. The founding partner of one of our BluWave service providers says BI automation is essential to modernizing data analysis. “A lot of times the process involves people pulling data into spreadsheets manually, analyzing, cleaning, doing stuff with the data and then giving it to their bosses or whoever downstream needs them,” says the...
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PE Firms, Value Creation, CEOs

VP Priorities: Add-On Acquisitions, Portfolio Value Creation

How are private equity firms confronting slower deal flow in 2023? And why is portfolio value creation activity so high? These were among the hot topics in the latest BluWave-hosted VP forum March 7. Patrick Murray of Compass Group Equity Partners, Sam Yang of Gauge Capital and Larry Flanagan of Great Range Capital teamed up for the virtual event. Interested in attending a future forum event? Email events@bluwave.com Here are some highlights of what was discussed. Add-On Acquisitions We’re...
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PE Firms, Other Functional Leads

Product Vision Roadmap: What is it?

A product vision roadmap defines your vision and strategy, creates your product roadmap, gains alignment and buy-in, and tracks progress and re-aligning. These steps serve as a guide for your team and key stakeholders throughout the product vision process. Start Your Project Let’s take a closer look at each phase. Define Your Product Vision and Strategy Defining your product vision is the first step in creating a roadmap. It should explain the purpose of your product, how it aligns with your...
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PE Firms, Operations, Value Creation

Women in PE: Work-Life Balance, Diversity, Collaboration

Private equity has traditionally been a male-dominated industry, but things are changing. In a recent Women in PE virtual forum hosted by BluWave, four leading women in private equity discussed their experiences and offered insights on topics like work-life balance, diversity and effective networking strategies. Interested in attending a future forum event? Email events@bluwave.com Here are some of the top takeaways: I. Recruiting Diverse Talent The speakers discussed the steps their respective...
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PE Firms

In the Know: Optimizing the Finance Function

By evaluating the technology, processes, and people within the finance function of their portcos, private equity firms can make informed decisions that can lead to improved financial performance and increased profitability. Here are a few ways they’re already doing so: Technology: After an acquisition, portfolio companies incur debt that they need to measure against for the duration of the hold period. To effectively measure financial goals like these, companies need a robust, PE-grade...
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PE Firms, Value Creation, Finance

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