Private Equity & Portfolio Companies

Make the portfolio priority work in practice.

Manual workflows, fragmented reporting, aging software or a difficult customer journey. Xivic works with operating partners and portfolio-company management to turn a defined business problem into a change the team can use and measure.

See the approach

The people behind the priority

A shared goal. Clear responsibilities.

For the operating partner

Set the priority and the investment test.

Identify the company, the workflow or decision to improve, and the measure that makes the work worthwhile. Decide what evidence management needs before committing to a build or expanding the approach.

For portfolio-company management

Make the change work inside the business.

Bring the people who do the work, the systems they use and the exceptions they face. A named business owner makes process decisions; technology and security owners confirm access and implementation constraints.

Where to start

Choose the work that needs to change.

Define the operating value before choosing the technology. A useful first scope connects a specific task to an owner and a measure.

Manual processing
Prepare information from emails and documents as a structured record for review, retaining source material and a path for corrections. Measure handling time, rework and exceptions.
Fragmented reporting
Resolve source systems, metric definitions and access rules so teams can reconcile the same number. A connected report with documented calculations may be the right first step.
Software and customer friction
Improve the task that is failing: completing a product workflow, finding a location or submitting a qualified inquiry. Measure completion alongside the quality of what happens next.

From priority to evidence

Start with one company.
Learn before expanding.

Assess the opportunity

Map the workflow and systems, establish a baseline and identify gaps in the evidence. Review representative records, integration options and data restrictions with the people responsible for them.

The result: A prioritized first release, with deliverables, acceptance criteria, human review responsibilities and the dependencies that affect cost and timing. A clear decision on what to build, what needs more evidence and what should wait.

Deliver with the operating team

Build the agreed improvement, test exceptions with the people using it and work through each handoff. Make automated steps, human decisions and correction responsibilities explicit.

The result: A tested release with agreed acceptance criteria and a named owner for operation after handover.

Evaluate the result and the next opportunity

Compare the outcome with the baseline, including support, model, infrastructure and review costs. Resolve adoption and data-quality problems before extending the approach. Another company may share the problem but have different software, permissions or operating rules.

The result: Evidence for the next investment, with reusable components separated from the integration and process work each company still needs.

Relevant client work

The systems behind the operating priority.

Reporting · Driven Brands

Connect reporting across brands and locations.

Xivic extended Driven Brands’ operational dashboard with brand and location integrations, scheduling functionality and metric-source documentation. The work addressed the reporting differences that a shared platform has to support.

Explore Driven Dash

Let’s work together

Which portfolio priority needs a delivery plan?

Bring one company, the process or customer journey that needs to change, and the measure you care about. We will discuss the available evidence, the systems involved and whether a focused assessment is the right next step.

Discuss a portfolio priority