Chris Delahunt’s Post

"Measurement planning" needs a branding consultant—something so important, something so easy to do poorly, something with pitfalls to be avoided galore... with a decidedly un-sexy name. Valerie Kroll outlines all of this (not "fixing the branding of the term"...but everything else) in this latest article: https://lnkd.in/gbWEuUnq

Navigating the challenging waters of the financial industry often requires a keen eye for opportunity and the agility to act swiftly. 🌊 But for Asset Finance SMEs, where every decision can have significant implications, how do you ensure you're making the right move?  Enter Pattrn Data's transformative approach. 🚀  Having had the privilege to partner with a dynamic Asset Finance SME, our team at Pattrn Data recognised the vast potential that lay untapped. While the SME was ambitious and ready to explore new business ventures, there was a palpable need to base decisions on actionable insights, not just gut feelings.  Our solution? A tailor-made reporting suite supported by a robust data strategy. Within just 60 days, we empowered them to embrace a data-led decision-making process. 📊 The results were nothing short of transformational. Not only did they gain a deeper understanding of their business progress, they also managed to align performance with set targets. The clarity achieved in assessing the quality of incoming leads was a game changer. With more accurate data in hand, their strategies became more focused, and the results more predictable.  But here's the cherry on top: our automated monthly reporting process 🔄. This freed up invaluable hours, allowing the SME to shift their energies from mundane reporting tasks to the more essential job of scaling their sales and fostering client relationships.  It's stories like these that reinforce the belief that when equipped with the right tools and insights, businesses can not only navigate but thrive, in the most competitive of landscapes.  How is your business harnessing the power of data analytics? Drop your thoughts below. 🤔 Let's inspire and learn from each other!  #DataDrivenDecisions 

Data Drives Deals: How This PE Firm Maximized Sales with Data Optimization In the competitive world of private equity, every deal counts. This case study from Blue Orange Digital dives into how we helped a private equity firm leverage data optimization to achieve significant sales growth. Here's a sneak peek at the strategies we employed: Data-driven lead generation: Identifying high-potential targets with laser focus using targeted audience research and prospecting tools. Personalized outreach: Tailoring communication and messaging based on specific investor profiles and interests. Content marketing optimization: Creating data-backed content that resonates with target audiences and drives engagement. Sales pipeline management: Leveraging data analytics to track progress, measure effectiveness, and optimize the sales funnel. The results? This PE firm saw a significant increase in qualified leads, improved conversion rates, and a substantial boost in overall sales. This case study is a valuable read for anyone in the private equity space who wants to leverage data to gain a competitive edge. https://lnkd.in/e9Xj5y2U #privateequity #datadriven #sales #datadrivenmarketing #leadgeneration #data

Every day I talk to small and medium-sized business executives and from those yet to hire us I invariably hear the same things that I think are incorrect viewpoints that need to be repositioned. This is the second post of a series I am doing on this topic. Objection 2: "Although I'm in a role that has other crucial responsibilities, I'm the one that produces reports / builds data warehouses and / or performs analysis on trends and draws conclusions. ...and that’s just fine for us now.” Reality: Ok, depending on the size and economic viability of the firm there are some instances where this answer makes sense, but not many. I’ll use two examples: the revenue generation leader (CRO / CMO) and the finance guy (CFO). Sales leaders should be selling. Marketers should be marketing. These activities are proven to result in driving revenue. If instead these folks are pouring over data to understand performance and figure out how to improve, then they aren’t spending that time selling or marketing. That doesn’t mean they don’t need data driven insight to sell and effectively market, in fact it's quite the opposite, it just means that these folks should not be the ones producing the views they’ll use to do that: sellers should sell, marketers should market, and analysts should produce reports and draw out insights. The CFO is the other poor soul that fits into this. In smaller firms often they are tasked not just with financial management of the firm but “anything that has a number in it”. At some micro stages this might be what the firm must do, but it shouldn’t last past employee 10 or so (or revenue $1M/year if you prefer).  Why? Well CFO’s have the crucial tasks of maximizing return on spending and keeping the business flush with cash. These folks should be the “chief customer” of the analysis team, but not the analysis team themselves.   #data #smallbusiness #analytics #businessintelligence

A data leader is an asset manager. Why? Because our greatest challenge will always be generating value (and attracting investment). Your data strategy is akin to a financial or real estate portfolio. It deploys resources (people, tools) and processes to manage your assets (and the projects and products they create). So, what does it take to manage your data portfolio? 💎 Valuation: How do you know whether an asset is worth managing? Well, you need to understand its value potential - what it could create for your organisation. This vital point is so often missed, but taking the time to do it is the key to building an impactful portfolio. 🤹♂️ Diversification: Like a financial portfolio, balance is critical. You’ll need to invest in 'steady and stable' assets that help keep the lights on, but be prepared to deal with higher-risk, 'high reward’ assets, that unlock innovation and change. 📈 Invest for return: Like any investment, data requires resources. The expected return (doesn’t always have to be financial btw) should justify these investments. This is all about prioritising those assets with the most significant potential for impact, however you measure it. 🚒 Risk Management: In a portfolio, risks are carefully managed and mitigated. A data strategy also builds in consistent and proactive risk management of its assets, to keep that risk vs reward equation well balanced. ⭕ Synergy: In a portfolio, overall performance depends on how different assets work together. In a data strategy, integration through a combination of architecture, engineering, tools, and good governance, ensures data assets become greater than the sum of their parts. ⚖ Review and Rebalance: It's important to review and tweak portfolios to meet current needs. The same is true with a data strategy, which needs to dynamically respond to evolving business demands. 👁 Long-term vision & short-term goals: Great portfolios are built with a vision in mind but nimble enough to capitalise on short-term opportunities. Data strategies also need to play the long game but be flexible enough to adapt as conditions change. How’s your data portfolio doing? #dataleadership #datastrategy #business #datavalue

In this private-equity-backed company’s #SuccessStory, a common data model helped achieve a successful exit. Our transaction services and data analytics experts created a clean, consistent, and accurate set of consolidated #data to facilitate the sales process and strengthen buy-side due #diligence. Learn more: https://lnkd.in/gDQS65-j l #PrivateEquity #DueDiligence #TransactionAnalytics

Despite the proliferation of powerful data analytics and advanced portfolio tools, many investment firms still rely on overburdened internal teams struggling to keep up with portfolio performance and #riskmanagement demands. The gap between available technology and practical application hinders their ability to gain timely insights. In an era defined by #generativeAI and #predictiveanalytics, #assetmanagers and #investors need more than basic spreadsheets or generic software to thrive. Kiski Group Inc.'s Kevin Becker returns this month with a guest post examining the role of an analytics partner. https://lnkd.in/g9_H9WPz #alternativeinvestments #hedgefunds #investmentmanagement

The digital transformation has overhauled the challenge of data collection for Private Equity firms. Gone are the days when the main hurdle was gathering sufficient data. Today, the task lies in sifting through an overwhelming abundance of information. In the modern realm of data, quality trumps quantity. With marketing channels generating a ceaseless stream of metrics, how do you meticulously sift through this relentless stream to identify the true essence and discard the superfluous? How do you pinpoint the data that truly matters for your PE firm’s growth and success? Here’s a pragmatic approach to help you focus on what's important 👇 🎯 Establish clear objectives: Define clear marketing goals that resonate with your PE firm's purposes. This could include enhancing investor engagement, increasing fund visibility, or strengthening investor relations. Tailor your objectives to reflect the unique landscape of Private Equity. 🔍 Identify relevant KPIs: Choose KPIs that directly measure your progress towards these PE-specific goals. For instance, if your aim is enhancing investor engagement, you might track metrics like investor interaction rates on digital platforms or the frequency of investor inquiries. If increasing fund visibility is a goal, consider measuring website traffic to your fund details page or engagement rates on targeted content. 📊 Analyze data contextually: Understand what the numbers say about your PE firm’s position and investor behavior, for example. This step is crucial for developing strategies that resonate with both current and potential investors. 🔄 Adjust and iterate: Use the insights you gain from your KPIs to refine your marketing strategies. In the dynamic world of Private Equity, staying agile and responsive to data trends is essential. Continuously review and adapt your KPIs to ensure they align with the evolving landscape and your firm's objectives. Taking a strategic approach to data selection and analysis empowers your PE firm to focus on what truly matters, enabling smarter, data-driven decisions. ________ Interested in optimizing your data-driven marketing strategies? Let’s connect and explore how we can turn your data into actionable insights. #KPIs #DataDrivenMarketing #PrivateEquityInsights

Data analytics and reporting stand as formidable pillars driving decision-making within private equity (PE). These tools are more than just assets; they are catalysts for informed choices, enabling PE firms to unlock greater value for both investors and portfolio companies. Through the lens of data analytics, PE firms gain intricate insights into market trends, financial performance, and operational efficiencies across their portfolio. This comprehensive view empowers them to make astute decisions, from identifying potential investment opportunities to optimizing strategies for existing portfolio companies. By harnessing the power of data, PE firms not only enhance their decision-making capabilities but also create a solid foundation for driving success and maximizing returns for their stakeholders. #PrivateEquity #DataAnalytics #BusinessStrategy

𝗨𝗡𝗟𝗢𝗖𝗞 𝗧𝗛𝗘 𝗣𝗢𝗪𝗘𝗥 𝗢𝗙 𝗣𝗥𝗘𝗗𝗜𝗖𝗧𝗜𝗩𝗘 𝗔𝗡𝗔𝗟𝗬𝗧𝗜𝗖𝗦 𝗜𝗡 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗣𝗟𝗔𝗡𝗡𝗜𝗡𝗚 𝗔𝗡𝗗 𝗔𝗡𝗔𝗟𝗬𝗦𝗜𝗦 In today’s data-driven world, predictive analytics is revolutionizing Financial Planning and Analysis (FP&A). Here’s how leveraging predictive analytics can transform your business:    1. Anticipate Future Trends  Predictive analytics enables organizations to forecast future trends based on historical data. This foresight helps in anticipating market shifts, customer behavior, and financial performance, allowing businesses to stay ahead of the curve.    2. Improve Decision Making  By providing data-driven insights, predictive analytics supports more informed and accurate decision-making. Businesses can evaluate various scenarios and make strategic choices that align with their long-term goals.    3. Enhance Risk Management  Predictive models identify potential risks before they become critical issues. This proactive approach allows companies to develop mitigation strategies, ensuring stability and continuity even in uncertain times.    4. Optimize Resource Allocation  With predictive analytics, organizations can better allocate resources by understanding where they will have the most significant impact. This optimization leads to improved efficiency and cost savings.    5. Drive Growth and Innovation  By uncovering hidden patterns and opportunities, predictive analytics foster innovation and growth. Companies can identify new market opportunities and optimize product or service offerings to meet future demand.    Example in Action: -  Consider a manufacturing company using predictive analytics to forecast demand for its products. By analyzing past sales data, market trends, and external factors, the company can predict future demand accurately. This insight allows for better inventory management, production planning, and ultimately, increased profitability.    Embrace predictive analytics in your FP&A processes to unlock these benefits and drive your organization toward a more strategic and data-informed future.    #PredictiveAnalytics #FPandA #DataDrivenDecisions #RiskManagement #BusinessGrowth #FinancialPlanning #Innovation