Private Equity Firms,
Manufacturers &
Franchises Use
OverlayAnalytics to
Get to the Right Answer, Faster.

Here’s how our customers are overlaying data from their ERPs, payroll, CRM, and other sources to make better business decisions, more confidently.

Use Cases

AeroSpace
ManufactUring

Critical Priority

A newly acquired aerospace manufacturing company needed to gain greater insight into its day-to-day operations to build a scalable reporting framework that would stand up to the challenges of and support the new owner’s growth strategy.

Problem

The analysis and reporting processes were limited and highly manual. The tools inherited by a new team were brittle and prone to user error.

Solution with OverlayAnalytics

Automate the reporting processes and allow the finance and accounting staff to reallocate their time to focusing on growth initiatives and add-on acquisitions.

Results

30% working capital increase

Able to track orders, monitor revenue and margin, and identify slow-moving inventory

Results

97% faster decision-making

The information is delivered to the management team in an easy-to-digest format with real-time consolidated reporting on the company's operations

Accounting, sales, finance, and operations teams can confidently use one unified source to make decisions at the speed of their business

Plastics
ManufactUrER

Critical Priority

Get a consolidated view of each plastic manufacturer's operations and associated costs without relying on dated, highly manual processes.

Problem

A buy and build strategy put increased strain on the finance and accounting departments, which resulted in poor reporting, longer close times, and manual consolidation processes that prevented granular analysis.

Solution with OverlayAnalytics

Obtain near real-time access to a consolidated dashboard view of each location's metrics without sacrificing the details. Now, the client can connect multiple ERPs to extract transaction-level data to support reporting requirements.

CIRCUIT
BOard

Manufacturer

Critical Priority

Make faster, informed decisions on product pricing and the bidding process for new jobs.

Problem

By the time financial reporting made its way to stakeholders, it was too late to take action. Management teams handcuffed by their ERP’s limited reporting ability were making decisions in the dark.

Solution with OverlayAnalytics

Understand the drives of recent margin degradation and quickly identify and adjust pricing on unprofitable products. Integrate the multiple data sources and allow the company to see the exact costs and labor hours that went into each unit manufactured.

Results

Leveraging a central data platform, decision makers can generate margins in excess of their historic performance through an enhanced pricing & bid strategy:

Improved confidence when making executive decisions

Ability to visualize and analyze historical performance

Clear view of key cost drivers, such as labor hours per unit

Results

Save 30% of reporting hours per week

Easily develop granular forecasts

Quickly address anomalies in individual store performance

Confidently report on financial and operations health in one place

National Fast
Casual
Chain

Critical Priority

Visualize and focus on the performance of 100 restaurant units at both consolidated and individual store levels.

Problem

Conducting performance analysis and drilling downto store-level performance required a lengthy manual process. Data streamswere coming from four data systems and lacked the context of trends or futureperformance—even after aggregation.

Solution with OverlayAnalytics

Gain the ability to view the financial and operational performance of all 100 restaurant units — at both consolidated and individual levels — in one place and in near real time.

  • Identify and quickly address anomalies in individual store operating performance

  • Develop granular forecasts with ease and efficiency

Direct to consumer Marketing FIRM

Critical Priority

Make sense of and act on billions of lines of individual transactions generated on a regular basis.

Problem

The leadership team of a fast-growing direct-to-consumer marketing and distribution company was flying blind, buried under a mountain of transactional data.

Solution with OverlayAnalytics

Collaborate with data experts fromOverlayAnalytics to map the true reporting needs and create intuitive, digestible reporting dashboards for daily use.

Results

Uncover answers buried in billions of lines of data

View industry-specific ratios, metrics, and trend analyses

View insights from ERP data in near real time and produce timely reports

Eliminate stress from insurmountable, disorganized transactional data

Confidence to make effective decisions faster

AeroSpace
ManufactUring

Mission Critial Priority

A newly acquired aerospace manufacturing company needed to gain greater insight into its day-to-day operations in order to build a scalable reporting framework that would stand up to the challenges of and support the new owner’s growth strategy.

Mission Critial Priority

The analysis and reporting processes were limited and highly manual. The toolsinherited by a new team were brittle and prone to user error.

Mission Critial Priority

Automate the reporting processes and allow the finance & accounting staff to reallocate their time toward focusing on growth initiatives and add-on acquisitions.

Results

30% working capital increase.

Ability to track orders, monitor revenue and margin, and identify slow-moving inventory.

Results

97% faster decision-making

The information is delivered to the management team in an easy-to-digest format with real-time consolidated reporting on the company's operations.

Accounting, sales, finance, and operations teams can confidently use one unified source to make decisions at the speed of their business.

Plastics
ManufactUrER

Mission Critial Priority

Gain a consolidated view of the operations of each plastic manufacturing subsidiary without relying on manual processes. Gain a consolidated view of the operations of each plastic manufacturing subsidiary without relying on manual processes.

Problem

A roll-up strategy put increased strain on the finance and accounting departments resulting in poor reporting, longer close times, and manual consolidation processes that prevented granular analysis.

Solution with OverlayAnalytics

Gain a consolidated view of an operating company without sacrificing the details. Connect to multiple ERPs to extract transaction-level data to support reporting requirements.

PRIVATE EQUITY 
OWNED CIRCUIT
BOard

Manufacturer

Mission Critial Priority

Make faster, informed decisions on product pricing and the bidding process for new jobs.

Problem

By the time financial reporting made its way to stakeholders, taking action was too late. Decisions were being made in the dark by management teams that were handcuffed by their ERP’s limited reporting ability.

Solution with OverlayAnalytics

Understand the drives of recent margin degradation and quickly identify and adjust pricing on unprofitable products. Integrate the multiple data sources and allow the company to see the exact costs and labor hours that went into each unit manufactured.

Results

By leveraging a central data platform, decision-makers are able to generate margins inexcess of its historic performance through a successful enhanced pricing and bid strategy.

Improved confidence in making executive decisions

Ability to visualize and analyze historical performance

Clear view of key cost drivers, such as labor hours per unit

Results

30% of reporting hours saved per week

Develop granular forecasts with ease and efficiency

Quickly address anomalies in individual store performance

Confidently report on financial and operations health in one place

National Fast
Casual
Chain

Mission Critial Priority

Visualize and drill down into the performance of 100 restaurant units at both a consolidated and individual store level.

Problem

Performance analysis and drilling down to store-level performance required a lengthy manual process. Data streams were coming from four data systems and lacked the context of trends or future performance even once aggregated.

Solution with OverlayAnalytics

Ability to view the financial and operational performance of all 100 restaurant units - atboth a consolidated and individual level - in one place and in near real-time.

  • Identify and quickly address anomalies in individual store operating performance.

  • Develop granular forecasts with ease and efficiency.

Direct to consumer Marketing Company

Mission Critial Priority

Make sense of and act on billions of lines of individual transactions generated on a regular basis.

Problem

The leadership team of a fast-growing direct-to-consumer marketing and distribution company was flying blind, buried under a mountain of transactional data.

Solution with OverlayAnalytics

Collaborate with OverlayAnalytics’ data experts to map out the true reporting needs and create intuitive and digestible reporting dashboards for daily use.

Results

Uncover answers buried in billions of lines of data

Ability to view industry-specific ratios, metrics, and trend analysis

View insights from ERP data in near real-time and produce timely reports

Confidence gained to make better decisions faster

No more stress from insurmountable, disorganized transactional data

Ready to see your firm like never before?

Contact us