Value Creation & Transparency
1 | Asset Insights & Transparency
Using analytics to gain visibility of Portfolio Company performance, and drive near real-time insights into arising issues.
Situation
Need for portfolio company transparency without investing in full-scale ERP implementation
- Day 1 visibility of new assets.
- Near real-time performance reporting.
- Focus on meaningful KPIs.
- Preparation for sale – leave no value on the table.
- Share insights with potential buyers in a controlled and secure way.
Analytical Solution
Creation of custom reporting solutions, developed in deal-speed. These will give you within weeks control over and insights into your Portfolio investments.
Example Structure
Example Outputs
PwC Deal Analytics Value-add
- Deal-paced setup of interactive, scalable and refreshable reporting solutions.
- Network of expertise: we combine analytical and commercial expertise to ensure we deliver valuable insight.
- Flexible set-up: can be set up on local PortCo infrastructure, or on secure PwC cloud infrastructure.
- Automated ETL processes: easy to refresh.
- Independent assessment of data quality and KPIs.
Typical Project Structure & Outcomes
- We invest in an up-front workshop to fully scope and price the project.
- Outcome: a reporting structure (refreshable ETL and reports) in place, visible both to the PortCo and to PE.
- Ongoing data refreshes by PortCo or PwC (tbc)
Our Proven Track Record
- Board-level Insights
- RE Transparency
- Project Insight
- Project Medoc
- Project Toga
2 | Data-led Value Creation
Using deal-speed analytics to identify and create value in your Portfolio Companies. This centers on making on making the best data-led decisions to optimize your Portfolio Companies. Applications vary and can include customer, supply chain, inventory, accounts payable etc.
Situation
Portfolio companies with complex operational challenges, or faced with expansion challenges Day 1 visibility of new assets.
- Post-acquisition and pre-sale
- PortCos with operational challenges:
- Excess inventory/poor demand forecasting
- Customer/pricing challenges
- Supply chain inefficiencies
- Underperforming branches/locations
- Excess SKU portfolio
- PortCos with expansion plans:
- Whitespot analysis
Analytical Solution
We use or established Rapid Value Identification (RVI) methodology. This methodology focusses on the intelligent use of data & analytics to identify quick wins, unlocking value without the need for complex and lengthy transformations.
RVI Methodology
PwC Deal Analytics Value-add
- Deal-paced application of advanced analytics, delivering value from the start
- Network of expertise: we combine analytical and commercial expertise to ensure we deliver valuable insights
- Outside-in perspective: fresh perspective and ideas brought to your organization
- Best-in-class suite of tools: access to a large suite of analytics tools, including cloud computing solutions and data extraction tools
- Data enrichment through access to additional 3rd party datasets
Typical Project Structure & Outcomes
- We invest in an up-front workshop to fully scope and price the project
- Outcome: report outlining value/savings identified
- Access to underlying analysis – including interactive dashboards
Our Proven Track Record
- Rapid Value Identification
- Project Wolverine
- Project Explorer
3 | Use cases
Board-level Insights, Demand Planning & Inventory Optimization, Production Planning Optimization, Fraud Analytics, Branch Performance Analytics and Expansion & Growth Potential in Consumer Goods.
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