Our client is a mid-market Private Equity firm. The client partners and invests in the lower middle market, privately held, high growth, enterprise software, and tech-enabled service businesses across North America. The client wanted to create a Business Intelligence (BI) layer and intelligent search capability for senior leadership as well as associates.

Specifically, the client wanted to

• Identify and create the right BI views for senior leadership to review and benchmark the company’s performance
• Provide full data access to associates through BI layer and intelligent search over structured and unstructured data enabling them to perform deeper exploratory analysis
• Integrate existing excel based models with centralized BI layer

• Disjointed systems, data spread across multiple systems/files/formats
• Retrieving data/analysis from prior evaluations were extremely difficult and time-consuming
• Very low utilization of insights from unstructured data