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PMG’s Capabilities and Track Record of Supporting Private Equity Firms

CONFIDENTIAL AND PROPRIETARY2

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.


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


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 StrategyRisk 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 StrategyERP Optimization

Business Analytics / ReportingCustomer 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


Private Equity OfferingsPoint 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

operationalization Ongoing Support


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 anassessment 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


Post-Acquisition Strategy

1. Growth Strategy Focus – This is designed to assess your targets growth opportunities and quickly identify areas toincrease 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 costefficiency 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 reduceinfrastructure 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.

CONFIDENTIAL AND PROPRIETARY

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

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CONSULTING | SOLUTIONS | RESULTSCONFIDENTIAL AND PROPRIETARY9

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


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))


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


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


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


An Executive Dashboard

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


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 automationwith task approvals Task specific automation

Connecting machines to monitorperformance with reporting and dashboards to identify out ofrange issues real time


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.

pmg’s capabilities and track record of supporting private ... · consulting firm that helps...

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