Start a conversation We work with PE operating partners and portfolio-company management on manual workflows, fragmented reporting, aging software and customer journeys. Start with one company and a defined operating problem. Establish the baseline, deliver a scoped improvement and use the result to decide whether it belongs elsewhere in the portfolio.
Relevant client work
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.
Read about Driven DashBrand integrations, metric definitions and operational reporting.
CFGI advises finance leaders and private capital firms across a broad range of business needs. Xivic redesigned its homepage and navigation and built dedicated Private Capital and AI in Finance pages, giving those priorities a stronger presence on the website.
Read about the CFGI website workHomepage, navigation and two service pages. Launched May 2026.
Identify the company, the decision or workflow to improve, and the measure that makes the work worthwhile. Agree what evidence management needs before committing to a build or expanding the approach.
The people doing the work help identify exceptions, review actual inputs and test the release. A named business owner makes decisions about the process; technology and security owners confirm access and implementation constraints.
For work that begins in emails or documents, measure handling time, rework and exception volume. A first scope might prepare a structured record for review, with source material retained and an owner for corrections.
When teams disagree on a number, resolve source systems, metric definitions and access rules first. The output may be a connected report with documented calculations before an AI interface is useful.
Identify the user task that is failing: completing a product workflow, finding a location or submitting a qualified inquiry. Define the release around that task and measure completion alongside downstream quality.
An initial assessment should produce a workflow and systems map, a baseline with known measurement gaps, a prioritized first release and the dependencies that affect cost and timing.
Time released and cost removed are different results. Track handling time alongside correction effort, throughput and adoption. If the goal is cash savings, identify which actual expense changes and when.
For a customer journey, track the quality of completed inquiries or bookings alongside volume. For a shared reporting system, verify that teams can reconcile the number to its source before adding more dashboards.
Build against agreed acceptance criteria, test exceptions with the team and confirm who operates the system after handover.
Compare results with the baseline and include support, model, infrastructure and review costs. Resolve adoption and data-quality problems before scaling them.
Another company may share the problem but have different software, permissions or operating rules. Separate reusable components from the integration and process work each company still needs.
Bring one company, the process or customer journey that needs to change, and the measure you care about. We will discuss the evidence available, the systems involved and whether a focused assessment is the right next step.