PMGs Capabilities and Track Record of Supporting Private Equity - - PowerPoint PPT Presentation

PMG’s Capabilities and Track Record

• f Supporting Private Equity Firms

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Point Management Group History

Our Presenter

1988 Point Venture Management is founded and focused initially on investment management.

• $20M Investment Management Firm
• Helped fund and grow (17) companies in the Mid-Atlantic region including: E-Transport,

Galt Technologies, Network Data Corporation, Steak-Umm, Lloyd’s Barbeque and $26B Flextronics International 2004 Point Management Group purchased Point Venture Management and combined its investment management experience with proven strategy and operations consulting expertise to drive results for clients in the manufacturing, distribution, energy, healthcare and financial services sectors. 2019 Today, Point Management Group, a subsidiary of Computer Enterprises, Inc., is a business consulting firm that helps clients define and achieve their strategic objectives by leveraging critical elements of Product Management, Supply Chain Optimization, Operational Excellence and Technology Enablement.

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We will help you define and realize your strategy to achieve business goals

Strategy Operationalize Implementation

Competitive Advantage

• Our people are subject matter specialists who not only will help

you create the strategy, but who will also be the same ones rolling-up their sleeves to help you implement it

• Point Management Group has better resources at a more

competitive price-point

Market Position

• Point Management Group (PMG) and CEI together bridge the gap

between Strategy and Implementation

Experience

• Point Management Group consultants have considerable

experience planning, deploying and measuring success in business strategy, process improvement and enabling technologies

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We help you operationalize strategy by leveraging elements of Supply Chain Optimization, Operational Excellence and Technology Enablement

Business Strategy Operational Excellence Supply Chain Optimization Sales / Marketing Effectiveness Technology Enablement

Customer Driven Visioning Ecosystem Analysis Competitive Positioning (Attacker / Defender) Operating Model Strategic Options Analysis Mergers, Acquisitions and Post Merger Integration Data Strategy Business Transformation / Process Improvement PMO Creation / Project- Program Management Organizational Design Performance Measurement Shared Services Strategy Risk Management, Compliance, Regulatory Reporting Organizational Change Management PLAN: Forecasting, Inventory Management Production Scheduling BUY: Spend Analysis, Commodity Management, Strategic Sourcing, Outsourcing MAKE: Lean Manufacturing, Continuous Improvement, Collaborative Design MOVE: Warehouse, Transportation, Logistics, Shop Floor Automation SELL: Demand Forecasting & Analysis Commercial Strategy & Salesforce Effectiveness Marketing Effectiveness CRM Optimization Point of Sale Integration Pricing & Margin Analysis eBusiness Alignment Product Strategy IT Assessments / IT Strategy ERP Optimization Business Analytics / Reporting Customer Relationship Management (CRM) IT integration Data Architecture eBusiness IT Project Management

Financial Services | Discrete & Process Manufacturing | Energy, Oil & Gas | Healthcare, Pharma & Life Sciences Logistics, Distribution & Retail| Technology

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Private Equity Offerings

Point provides private equity firms with services ranging from pre-acquisition due diligence to strategy development and alignment as well as implementation and operationalization post-acquisition across several industries.

Pre-Acquisition Post-Acquisition Strategy and Execution Measuring Impact & Results Technology Enablement

• Pre-Acquisition Due Diligence:
• Revenue
• Markets
• Operations Support
• Supply Chain
• IT
• Strategy Workshop
• Growth
• Cost Reduction Infrastructure
• Manage and Execute Key Initiatives
• Interim CxO
• Establish KPIs
• Create Executive Dashboards & Key

Reports

• Validate the Source Systems and Data
• Assessment of current technology

infrastructure across areas including, point of sales, e-commerce, finance, supply chain

• IT Strategy and Roadmap

development

• Technology rollout and
• perationalization
• Ongoing Support

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Pre-Acquisition Due Diligence

The Pre-Acquisition Due Diligence consists of a questionnaire and interviewing of key executives, as well as, an onsite workshop to address opportunities for growth, cost reduction, and infrastructure requirements. The effort would be targeted on providing an assessment of the following areas:

• Finance
• IT
• HR, Organizational Design
• Management Reporting and KPIs
• Quality Assurance
• Production Control & Inventory Mgmt.
• Strategic Sourcing & Purchasing
• Manufacturing
• Distribution & Logistics
• Engineering & Product Development

Revenue Operations Support Market Supply Chain

• Sales Strategy
• Sales Channel
• Sales Management, Reporting, and KPIs
• Cost Analysis (By Product, By Segment, etc.)
• Customer Service
• Support Systems (CRM, Analytics, ERP)
• Channels
• Competitive Positioning
• Customer Segmentation
• Product Segmentation
• Client Demographics

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Post-Acquisition Strategy

1. Growth Strategy Focus – This is designed to assess your targets growth opportunities and quickly identify areas to increase market share by better serving your customer 2. Cost Reduction Focus – This is designed to assess your targets strategy and quickly identify how you can increase cost efficiency within its operations and quickly drop dollars to the bottom line 3. Infrastructure Focus – This is designed to assess the current infrastructure and identify opportunities to reduce infrastructure costs and improve processes necessary to support the current infrastructure

• Key stakeholders from your target organizations are run through a proven methodology to identify bottlenecks

and accelerate solutioning.

• The methodology allows for key inputs and existing strategy documents to be collected prior to the start and

bought in as inputs to the process.

• Once key information is gathered an internal and external assessment to accelerate execution.

The Accelerated Approach is a variation of our complete strategy methodology. This approach is designed to allow our client to review its target’s current strategy and develop and/or confirm a strategic road map of initiatives which can drive an immediate ROI.

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Rapidly changing market place and industry dynamics represent challenges and opportunities for portfolio companies

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CONSULTING | SOLUTIONS | RESULTS

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How PMG Can Improve Operating Performance with Data Analytics, Reporting & Visualization

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Analytics, Reporting & Visualization

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Sales / Customer Service Supply Chain Operations Finance

• Daily Sales Reporting
• Sales Analytics
• By business units
• By customers
• By products
• By time period
• By sales rep
• By new vs. existing

customers & products

• Dormant Customers /

Products

• On Time Delivery
• Customer Complaints
• Material Demand

Planning

• Inventory Management
• Inventory Positions

and Aging

• Procurement
• Sourcing
• Purchasing &

Receipts

• Vendor quality & on

time delivery score cards

• Scheduling
• Production Output
• Shipments
• Attainment to Plan
• Attainment to

Schedule

• Attainment to

Expected Output

• Downtime Reporting
• Cost Tracking
• Margin Tracking
• Quoted / Expected
• vs. Actual

Contribution Margin

• Inventory Valuation
• DSO / DPO

Executive Dashboard CRM (Salesforce, Microsoft CRM, SAP) ERP (SAP, Oracle, Microsoft Dynamics, Nav, Plex, Epicor, Sage, Unify, MISys Netsuite.) BI, Reporting & Visualization (Microsoft PowerBI, MicroStrategy, Tableau, QlikView, SAS, SAP Business Object, IBM Cognos) Data Quality (Process & Procedures, Training, Data Quality Exception Reporting) Workflow & task automation, machine monitoring ( Agilepoint, UiPath, Tulip))

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Harnessing data can provide competitive advantage and drive value to the bottom line

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• Profit Improvement
• Reduced Waste
• Empowered Employees
• Production Efficiency
• Demand Responsiveness
• Inventory Needs
• Operational Awareness
• Supply Chain Optimization

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There are challenges to deploying a meaningful data and analytics strategy

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Here are some tips on how to get started and to avoid common pitfalls

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• Define a strategy that is aligned with business strategy
• Build a culture that values data and subscribes to uniform data
• Determine the KPIs most critical to measuring performance
• Define what data is most important to those KPIs and how it will be

captured, maintained and actioned

• Lend clarity by democratizing data
• Encourage and empower employees to make decisions based on data

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Let’s look at some real life examples of data analytics, reporting and visualization

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Background:

• Specialty Steel Manufacturer
• Primary challenges were lack of performance

clarity and business decisions being made from questionable / bad data

• Deployed a comprehensive data & analytics

strategy to identify, visualize and action key KPIs

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An Executive Dashboard

15 15 No need to wait until month end closing to know the how the company is performing

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Margin Tracking

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Sales Order Backlog

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Dormant Customers & Finished Goods

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Production Dashboard

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Daily Production By Machine Center

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Attainment To Schedule

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Machine Set Up Time

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Scrap Reporting

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Exception Reporting - Action

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Exception Reporting - Informational

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Connecting processes & machine data can provide significant cost savings

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End to end workflow automation with task approvals Task specific automation Connecting machines to monitor performance with reporting and dashboards to identify out of range issues real time

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Need Help Getting Started?

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We offer a high-impact, low risk assessment that can help kick-start your data and analytics strategy.