Case Studies

CASE STUDIES

Private Equity Investment Firm Praises Blue Ops’ “Key Role” in Successful Sale of Leading Food Service Company

Provided one business intelligence system operating across two different ERP systems for consolidated, consistent, and complete reporting capability across the organization.
Provided accurate commodity forecasting to ensure proactive product pricing and margin management even as raw material costs rose rapidly.
Delivered real-time understanding of profitability at the item and customer level for setting portfolio strategy and expanding margins.
Created a real-time link between procurement and sales to ensure the correct buying, production schedules, and days of on-hand inventory management for working capital optimization.
Helped create a culture of discipline/accountability and proactive P&L management with forecasting software rolled out across key functional departments (i.e., Sales, Procurement, Manufacturing, and SG&A).

Helped Gryphon Investors achieve a sale price for TrustHouse that was well above their initial valuation.
Provided a consolidated financial view in preparation for the sale of TrustHouse, which was operating with a siloed business structure due to recent acquisitions.
Enabled the management team to quickly respond to requests for financial data, instilling confidence in potential buyers.
Enabled accountants to provide potential buyers with updated, accurate reporting throughout the sale process.

Condensed the annual budget process timeline by 50% – from six months to three months.
Enabled UHS to achieve their goal of implementing a bottoms-up budgeting process.
Created budgetary accountability for profits and losses at the district level.
Automated and reduced the chance for human error during the budgeting cycle.
Saved finance department staff more than 100 hours annually in first year and on-going.
Provided a greater understanding of individual customer and market segment profitability, allowing for more strategic business decisions.

Provided one business intelligence system operating across two different ERP systems for consolidated, consistent, and complete reporting capability across the organization.
Provided accurate commodity forecasting to ensure proactive product pricing and margin management even as raw material costs rose rapidly.
Delivered real-time understanding of profitability at the item and customer level for setting portfolio strategy and expanding margins.
Created a real-time link between procurement and sales to ensure the correct buying, production schedules, and days of on-hand inventory management for working capital optimization.
Helped create a culture of discipline/accountability and proactive P&L management with forecasting software rolled out across key functional departments (i.e., Sales, Procurement, Manufacturing, and SG&A).