Challenge: Analytics team productivity was declining despite adding headcount, creating unsustainable labor costs. PE sponsor needed operational efficiency and improved forecasting with rising leverage ratios.
Our Process: Conducted comprehensive team assessment and workflow mapping during interim leadership role. Identified process bottlenecks, technology gaps, and skill mismatches preventing scalable operations.
Results: Reduced operational hours by 38% while doubling analytical output, eliminating $500K in annual labor costs. Enhanced cash positioning analysis captured $8M in annual interest savings. Established 22% faster reporting cycles.
Challenge: Declining EBITDA margins despite revenue growth. Executives couldn't identify which operational areas were driving margin compression.
Our Process: Built comprehensive data cleansing and integration framework, creating a production-ready dataset for cost driver analysis across all business units and service lines.
Results: Identified and captured $15M+ in annual cost improvements, ultimately contributing to a $200M+ enterprise value increase.
Challenge: Multi-state organization facing Chapter 11 bankruptcy with distressed investors circling.
Our Process: Conducted comprehensive operational and financial analysis across all locations. Benchmarked productivity and overhead costs against industry standards to prioritize improvement initiatives.
Results: Identified and captured $4M in EBITDA improvements from engagement start through successful bankruptcy exit.
Challenge: Growing practice lacked visibility into daily operations across clinical and billing teams. Collections weren't keeping pace with visit volume growth, and manual navigation across 8 different data sources was causing delays in business decisions.
Our Process: Built integrated analytics platform consolidating multiple practice management systems into a single source of truth. Identified key revenue leakage points and eliminated data duplication.
Results: Captured $2M+ in addressable revenue leakage. Saved 1,500 hours annually in reporting time. Created an estimated $10M+ in total enterprise value through data infrastructure and automation.