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The Next Level of IT Due Diligence: Transformation Due Diligence

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Client Profile & Challenge

Client Profile & Challenge

The Investment target was a $50M national Healthcare manufacturer and distributor.

Challenge: The client needed more than the Typical IT Due Diligence engagement – one that encompassed Technology, Sales, and Marketing. The client wanted Messina to identify opportunities to accelerate their Value Creation plan. A senior technology consulting team who also possessed Sales and Marketing functional expertise was needed to assess operations and identify revenue growth and margin improvement opportunities. The Client also wanted the technology stack assessed for scalability, and the ability to support the future growth plan of tripling the company in five years.

Client Profile & Challenge

Solution Overview

Messina built a team of three senior consultants with expertise across Sales & Marketing, Technology, and SCM. Through a series of interviews and research, Messina delivered a thorough assessment of the current technology stack as well as the company’s Sales and Marketing operations. Messina also assessed the company’s current Analytics maturity level and identified Value Creation opportunities tied to Analytics and Operational Metrics.

Solutions:

IT Due Diligence, Sales and Marketing Assessment, Analytics and Reporting Assessment

Client Profile & Challenge

Team Composition

Messina built a team of three senior consultants with expertise across Sales & Marketing, Technology, and SCM. The Company executive team and select power users provided 1-3 hours each throughout the engagement.

Client Profile & Challenge

“After” Business Value Creation

Messina identified three Value Creation opportunities for the Client.

1) A Pricing GM improvement forecasted to deliver > $400,000 recurring GM off an investment of $120,000,

2) Operational improvements to automate manual processes which would save 1.5 FTE’s of time and improve quality, and

3) Technology improvements and costs needed to support growth and the Value Creation plan.

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