Private Equity

We link information from the financials to the shop floor

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SCRORECARDS provide a heat map of what's happening at the plant and helps interpret the results of the income statement.

DASHBOARDS: Collect data from production and all functional areas of the plant to know the "buttons to push and levers to pull" to lead with data.

HOUR-BY-HOUR BOARDS; collect data from the current shift and allow production to win the hour.

Note: We provide the templates and reporting structure as well as train your teams on effective meeting cadence to flow information from equipment all the way through to the income statement. These are low tech and can be implemented at any plant.

Service Summary

Portfolio Companies

Estimated durations. Actual time varies due to complexity, size & information available.

Consistent Data Reporting

4 weeks

Set up hour-by-hour-boards at primary equipment to win the hour
Set up plant dashboards to control operations and functional areas
Establish meeting cadence
Gemba training
Establish scorecards for consistent reporting across all companies in the portfolio

Drive Up EBITDA / SDE

4 weeks

Using industry-leading suite of Lean tools to increase productivity and uptime while reducing scrap
Working shoulder-to-shoulder with the shop floor and plant leadership on implementation

Improve Multiple

6 weeks

Work with PE / VC firm on portfolio goals
Work with portfolio firms to improve strategic areas to drive up multiple, e.g. turn-over, employee loyalty, equipment condition, maufacturing technology, etc.

Optimize Inventory

1 week

Days on Hand analysis for RM, WIP, FG and MRO to optimize inventory levels and align spend with usage

ERP Data Standardization

8 weeks

If the portfolio firms have an ERP system, we can review and address master data issues, BOM's routings, etc. to standardize your vision for how they should track and make improvements.

Recent Acquisitions

Estimated durations. Actual time varies due to complexity, size & information available.

Understand the New Firm

4 weeks

Map out processes, transaction points and material flows
Assess operations OEE
Assess inventory: in-house, warehouse, off-site locations, excess and obsolete
Assess equipment condition and capacities
Assess functional areas: safety, HR, quality, engineering, maintenance, etc.

Set Up Data Reporting and Meeting Cadence

4 weeks

Set up hour-by-hour-boards at primary equipment to win the hour
Set up plant dashboards to control operations and functional areas
Establish meeting cadence
Gemba training
Establish scorecards for consistent reporting across all companies in the portfolio

Drive Up EBITDA

4 weeks

Using industry-leading suite of Lean tools to increase productivity and uptime while reducing scrap
Working shoulder-to-shoulder with the shop floor and plant leadership on implementation

Professionalize the Business

~10 months

Fractional CEO, GM, etc.
Review accounting systems, cost allocation, pricing, etc.
Install manufacturing operating system: dashboards, reporting, accountability
Org chart, direct vs indirect labor, whiteboard restructure
Production Control: purchasing, inventory, scheduling, etc.
Fixed asset assessment and go-forward planning
HR planning, recruiting, retention, etc.
Document processes
Sales and operations planning
Quality systems and compliance

Fulcrum123 is your single source for making operational improvements. This will provide a consistent message to your portfolio companies.

Private Equity and Venture Capital

We link information from the financials to the shop floor

Contact Us Today

Service Summary

Portfolio Companies

Consistent Data Reporting

Drive Up EBITDA / SDE

Improve Multiple

Optimize Inventory

ERP Data Standardization

Recent Acquisitions

Understand the New Firm

Set Up Data Reporting and Meeting Cadence

Drive Up EBITDA

Professionalize the Business

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