PRIVATE EQUITY
DUE DILIGENCE

Private Equity firms engage RJMC to provide an ERP Selection and Implementation Assessment during Due Diligence.

Business Morning
Business Morning

CURRENT STATE

An overall Assessment is the first step to get a snapshot of the 'current state' of the company.

Revewing Graphs
Revewing Graphs

QUALITY
OF 
SYSTEMS 
REPORT

Both the Current State, the Future State, and the impact on the company are clearly presented in the Quality of Systems Report.

Business Graphs
Business Graphs

FUTURE
STATE

A deeper Evaluation of the resources that are needed to get to the desired Future State.

IT SYSTEMS ASSESSMENT

We give a report assessing the 'current state' and the gaps to get to 'future state' including an evaluation of systems, people, procedures.  The assessment identifies resources needed to bridge the gap, budget, timeline, and impact on the company. 

Quality of Systems Report

As useful as a Quality of Earnings report during Diligence, so is a Quality of Systems report in order to truly evaluate the business readiness of a target company. 

The
Quality of Systems will inform the parties about the readiness of the prospect with respect to information systems and use of data.

Our
Quality of Systems Report is the new standard in evaluating a company for acquisition.

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QUALITY
OF 
SYSTEMS REPORT

ERP ENTERPRISE RESOURCE PLANNING

We manage the ERP project, keeping the project focused on the objectives, identifying alternatives, coordinating resources, managing budget, and elevating team enthusiasm. 

Advice and Insights 

We are knowledgeable about many industries and can rapidly provide insights on today's best-practices.

Candid Straight-forward Evaluation

Our approach involves our experienced professionals who deliver a refreshingly candid evaluation that promotes discussion of the state of the systems in use, the level of implementation, staff assessment, and integration of core applications.
We know most systems so this is easy.
We provide a thorough evaluation of systems including a written Assessment, an estimate of a Budget and Timeline for improvements to get to a desired Future State, and an Impact Analysis.

MANUFACTURING PROCESS MANAGEMENT

Manufacturing systems that integrate with Demand Planning and the Financials are critical to growth.  The expertise to implement the right systems is part of the change.

Due Diligence

Deep knowledge about systems and operations is needed in order to prepare the IT Due Diligence so that there is a clear and precise assessment of information systems at a target company.

ERP Selection and Implementation

Having deep expertise in ERP Selection and Implementation without an agenda to sell software means that you have an operating partner in technology to think through the best systems, associated costs, and level of effort to bring the prospect to be ready for growth. 

  • Financial Systems

  • Trade Promotion Management

  • Human Capital Management

  • Manufacturing Systems

  • Warehouse Management

  • eCommerce Integration

  • Forecasting and Demand Planning

  • Supply Chain Solutions

  • Logistics Management

  • Demand Planning

  • Inventory Management

  • Financial Planning & Analysis

CASE STUDY

Request by PE firm to provide Current State assessment of target company state of systems for Financials, Manufacturing, Warehouse Management, Trade Promotion, and Demand Planning.  Used to assess costs to achieve Future State.

CASE STUDY

Worked with Company in discussions with PE group to develop a plan, budget, timeline, and impact analysis for level of effort involved in selecting a new ERP system.

SUPPLY CHAIN

Systems and processes to optimize and control costs.

WMS
WAREHOUSE MANAGEMENT SYSTEMS

Warehouse systems have many operational functions that integrate with production, inventory, logistics, and invoicing.  The expertise to implement the right systems is valuable.

Private Equity firms involved in acquisitions with Private Companies where RJMC provided support: