A 7-year engagement as Fractional CIO that helped grow a roll-up into a $1B business.
A private equity-backed automotive aftermarket consulting company was aggressively acquiring agencies across the United States — and every new acquisition meant another disconnected system to reconcile by hand.
Every acquisition added another standalone system to the pile.
The company had been aggressively acquiring like agencies across the United States, and each acquisition arrived with its own separate reporting database, its own commission and incentive process, and its own way of doing things. Serving as Fractional CIO over what became a 7-year engagement, the mandate was to keep operational transparency and ROI visible across the roll-up as it grew — not just clean up the mess after the fact.
One operating and reporting package, built to absorb future acquisitions cleanly.
We consolidated the databases from more than 20 acquisitions into a single operating reporting package, and built a new transactional application that automated sales commission and customer incentive calculations across all of them — work that had previously been done manually, business by business. Just as important, the new structure was built so each future acquisition could be folded in without rebuilding the integration from scratch.
A consultancy that scaled to $1B, with the back office built to keep pace.
Consolidating 20+ databases into one system significantly reduced the time to close monthly financials and automated a previously manual commission and incentive process. Because the new structure was built to scale, each additional acquisition going forward saved an estimated $10,000 in technology setup costs alone. Over the full 7-year engagement, that operational transparency helped the business grow into a $1 billion company.
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