Employer organization employs outside expertise to get exit-ready

Picture this...

You’re a Professional Employer Organization company with an upcoming sale process. To prepare, you need enhanced visibility because you’ve added multiple acquisitions over the prior year, which were not fully integrated, so sales and customer data are housed in disparate systems and tracked through manual processes.

You turn to Accordion.

We review and harmonize various financial and operational datasets to create a single source of truth and develop KPIs to enable data driven decision making. To accomplish this, we:​

• Establish a single comprehensive database consolidating all data from a combination of system-generated and manually-maintained reports from various systems including Prism (GL, Reporting) and Client Space (CRM).​
• Create a dynamic sales funnel model that enables management to generate conversion metrics across stages.​
• Generate a data cube combining client-level operational and financial data to support KPI development and analyses for a 5-year look-back period. We also develop a streamlined roll-forward process to track key client statistics on an ongoing basis and establish functionality to generate cohort and client-level metrics across a combination of various dimensions.​
• Prepare a reconciliation analysis identifying key variances between the operational data and reported financials.

Your value is enhanced.

Your exit read. You now have improved visibility into revenue and profitability trends. Given the data cubes broad functionality, you use these models to not only support data driven decision making but also to streamline your diligence process.