Quarterly Business Update
Transcript: PE-led Support: Strategic Partnerships for Growth Quarterly Business Update Univar Solutions: $76M Transformation Opportunity Milacron: Cost Take Out Support Delivered comprehensive automated packs and AccountIQ analysis for Univar Solutions, facilitating support in their $76M Financial and HRO transformation initiative. This strategic collaboration addressed operational barriers and provided actionable insights. Reports for Ryerson and Others Provided tailored support including automated packs and analysis for Milacron's $1M cost take-out opportunity. This effort focused on optimizing operations and reported actionable insights to achieve cost efficiencies. Life Time Group Holdings: Financial Insights Generated detailed reports and strategic insights for Ryerson, Halo Branded Solutions, Cision US, and Career Builder. These documents highlighted market trends and potential growth avenues, aiding informed decision-making. Delivered automated packs focused on financial performance and analysis for Life Time Group Holdings. These insights were crucial in redefining strategies and driving growth in their operational frameworks. Showcasing Support to Sales Team for Strategic Opportunities RFP/RFI/Deal Support: Driving Strategic Opportunities Exact Sciences: Comprehensive Support Provided an automated pack and summary, facilitating a robust RFP response for a $94 million opportunity at the Define stage. This support spanned across Finance, HR, IT, and Commercial Operations, ensuring a well-rounded approach to client needs. Harley Davidson: Enabling RFP Participation Produced Account IQ and Connects mapping to facilitate participation in a $400,000 on-bid stage opportunity for Blackline Implementation. This preparation positions Harley Davidson competitively in their bidding process. Renaissance Learning: Mapping Success Delivered an automated pack and Connects mapping to aid in a $50 million discovery opportunity focused on Application Modernization and Maintenance. This strategic alignment enhances our client's project positioning and bid strength. Brown Forman: Streamlined Support Provided an automated pack, Account IQ, and Connects mapping for a ~$64,000 Kinaxis Implementation deal at the confirmed stage. This comprehensive support streamlines engagement and improves proposal quality. Copeland: Financial Insights for Growth Account Shortlist & Prioritization Support Allied Benefit Systems: Partnership Facilitation Conducted in-depth financial analysis and identified strategic priorities along with Connects mapping for a $2 million discovery opportunity in Master Data Management. This data-driven approach supports Copeland's strategic business initiatives. AccountIQ: ~5 Accounts for Prioritization Delivered an automated pack and a summary with Connects mapping to support RFP participation for CX BPO contact center partnerships. This tailored approach enhances our strategic partnership potential in the market. Associated Bank: Account Intelligence Automated Packs: 10+ Accounts’ Financial Details Connects Mapping: 20+ Accounts for Shortlisting AccountIQ insights have been leveraged for approximately five accounts, including Thrivent and US Bank, facilitating informed decision-making during prioritization. These insights support tailored strategies to maximize engagement and conversion potential with targeted accounts. Automated packs have been developed for over ten accounts, including Motorola Solutions and Molson Coors, providing critical financial details and insights on tech stacks. This information empowers sales teams to tailor pitches effectively and respond to RFPs with precision. Comprehensive connects mapping has been executed for over 20 accounts such as Yum Brands, Green Thumb Industries, and Northern Trust. This strategic approach aids in identifying and shortlisting potential opportunities for focused sales efforts. Developed an account intelligence profile, supplemented with GenAI-based bespoke research on regional banking trends, to support RFP preparation for a $950,000 opportunity in Compliance Monitoring. This targeted research elevates response quality. GIU NextGen Resources: Tools and Playbooks Signal Dashboard: Setup for 109 Shortlisted Accounts A Signal dashboard has been established for managing insights on 109 shortlisted accounts. This tool enhances real-time tracking and alerts, ensuring proactive engagement and timely responses to evolving client needs. NextGen GIU playbooks and DIY tools provide essential resources to enhance sales enablement. Key documents include a comprehensive playbook for navigating accounts and a prompt repository for efficient account research. New Logo & CXO Meeting Support Advanced Drainage System: Impact Stories Novant Health: Executive Profiles Pella: Mapping & Org Chart Shared impactful case studies and success stories that highlighted measurable outcomes for similar projects with Advanced Drainage System. This narrative positioned our solutions as