Category Archives: Value Drivers

Better IT Diligence, Better Hold Period Value Creation

The only time a private equity firm may solicit outside advice regarding the technology of a new portfolio company is during diligence. That being the case, it’s a fine time to receive insight that goes beyond the standard IT diligence report card. When technologists dig into a company’s software, infrastructure, security posture and everything else […]

Industry 4.0: Shifting the Power of Technology Back to the Business

In some ways, the Second Industrial Revolution finished what the First started.  Powering machines with steam had been a massive step forward, but by the 1840s/50s the pace of innovation had slowed.  It wasn’t until the 1870s, when electricity was made broadly available and was combined with increased labor, natural resources and a network of […]

Value hiding in plain site: data integration

As the pace of change continues to accelerate, a single metric stands apart in determining the companies who win in the future: data management.  This includes not only how businesses consolidate data and make it actionable, but also, as this post explores, how they manage their integrations. Sharing data across applications sounds almost trivial from […]

IT Diligence in the Age of COVID-19

With a speed that remains difficult to fully appreciate, we find ourselves transported to the surreal era of COVID-19.  General Motors now manufacturers ventilators, Tito’s produces hand sanitizer, and bidets have gone from vaguely strange to utterly reasonable. And while we struggle to maintain focus amidst the deluge of heartbreaking headlines, it is clear this […]

How To Actually Monetize Your Data

A few years ago, it seemed that every pitch – from early-stage VC decks to banker composed CIMs – ended with a proclamation that the firm’s core operations would generate a valuable data set that could be sold to others.  This was to be a soft of alchemical tailwind that made good business models great. […]

Robotic Process Automation Can Be Key Tool For Driving Value

Historically, there have been two basic ways for knowledge workers to complete digital tasks: packaged productivity tools (e.g. Microsoft Office) and purpose-built business applications (e.g. Salesforce, SAP, or custom business applications). Generally speaking, productivity apps have been the domain of business users while business applications have been managed by IT. With due respect to some […]