BI Implementations for the Office of the CFO
We partner with private equity by integrating blue-chip financial expertise with deep development capabilities to implement leading-edge FP&A tech stacks.
PARTNERS TO PRIVATE EQUITY
Improve visibility of enterprise data and enable automation, dashboards, and AI/ML with Encore’s intelligent implementation of data warehouse solutions.
We pair financial experts with highly skilled developers to implement leading-edge data and analytics solutions, with significantly faster time-to-value than alternative providers.
We are deeply aligned with the pace, intensity, and rigor required to execute private equity value creation plans. We are hands-on-keyboard consultants, and we roll up our sleeves to execute in partnership with FP&A teams. We sprint to illuminate data across platforms by creating tangible business intelligence solutions to empower stakeholders at every stage of the private equity investment lifecycle.
Selected Platform Expertise
Solutions from Encore
Cloud Enterprise Data Warehouse
Databricks Implementation
Simplify and accelerate your data and AI initiatives with Databricks implemented by Encore Partners. Drive top-line innovation and cost-saving efficiencies by simplifying complex data silos, applying AI effectively at scale, and enhancing data governance and security.
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Cloud Enterprise Data Warehouse
Snowflake Implementation
Encore’s deep bench of Snowflake developers boasts decades of experience in data warehouse planning, development, and standup. Snowflake’s cloud-first platform allows middle market businesses to harness the full power of a unified cloud EDW and create tabular datasets out of unstructured and semi-structured data with Snowflake Cortex AI.
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Cloud Enterprise Data Warehouse
Sigma Computing Implementation
Implement Sigma computing as an add-on to your cloud data warehouse to unlock real-time, interactive insights directly from your Snowflake or Databricks instance, while eliminating the complexities of traditional BI tools. By providing a familiar spreadsheet-like interface, Sigma enables anyone to explore, analyze, and visualize data without requiring advanced coding skills, fostering data-driven decision making across all departments..
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Business Intelligence
PowerBI Dashboard Development
Encore’s platform-agnostic business intelligence team compiles data across disparate systems such as ERP, CRM, and HRIS and brings deep insights to stakeholders via PowerBI dashboards. Encore’s ability to leverage AI/ML natural language processing of data environments allows for dashboarding of KPIs driven by unstructured and semi-structured data.
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Business Intelligence
Tableau Dashboard Development
Connect to existing systems such as point-of-sale through IPaaS or API and create sliceable data cubes driving rich insights and visualizations. Encore Partners has deep experience in developing mobile and desktop-based Tableau dashboards that provide actionable data insights and democratize reporting across teams.
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Office of the CFO
Strategic FP&A
Our cross-functional Strategic Finance team leverages backgrounds across investment banking, finance, accounting, implementations, and consulting to provide a full-service offering to execute on mission-critical workstreams such as monthly board reporting, budgeting and forecasting, and KPI design and development.
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Selected Strategic FP&A Services
KPI Design
and Development
Monthly Reporting
Package Automation
Capital Raise and
M&A Support
CASE STUDY
Automation of Monthly Reporting Process
For Holistic Wellness Business
THE SITUATION:
A rapidly growing, private equity-backed holistic wellness clinic business faced a critical challenge as their clinic footprint grew at a clip that made manual reporting via their ERP’s CSV outputs impossible. The Company’s CFO was spending large amounts of her time on data manipulation for monthly reporting, time that would be better spent driving the business. Further complicating the situation, a new private equity sponsor requested dozens of additional KPIs to be reported on a monthly basis and conformity of financial reporting to the fund’s existing SOPs.
THE EXECUTION:
The client’s operational and data complexity, driven by several legal entities and nearly fifty storefronts, made the project a prime candidate for a cloud data warehouse implementation. The engagement consisted of an initial documentation phase to align financial reporting standards and KPI definitions across the sponsor and portfolio company. Within one week, a Snowflake implementation was initiated to create a centralized repository of ERP, customer, and point-of-sale data. As a dual track to the cloud EDW implementation, PowerBI dashboards were developed to fully automate the client’s existing financial reporting package.
THE RESULTS:
The development of live KPI reporting dashboards and standup of a cloud data warehouse allowed for the founder-led management of the Company to take a critical step towards a data-driven culture. The automated daily dashboard availability of leading indicator KPIs (previously produced manually on a monthly basis) allowed for improved visibility and decision making, while freeing up the FP&A team to focus on driving the business forward.
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SPRINT TO VALUE
Launch a project with Encore Partners and illuminate data visibility, analytics, and insights