November 11, 2020
Compass Sales Solution - Case study

Due Diligence Audit – Case Study

The Problem A middle-market PE firm needed help integrating 4 acquired CRM/ERP companies. They introduced Blue Orange to the CEO of the merged company to provide architectural guidance on their data infrastructure to support unified data and sales optimization. Due to disparate data sets, the company had no insight into the efficacy of their upper funnel engagement or attribution across their sales cycle.  Case Study […]
October 22, 2020
Vetta - Case study

Business Intelligence Solution to Maximize an eCommerce Platform

Client Vetta Brands manages a portfolio of companies that innovate NCAA merchandise and provide partnership solutions in the imprinted apparel market. Being a leader in the US market, they possess NCAA licenses with more than 700 colleges and universities. Their strong business infrastructure allows them to manage major retail and whole distribution channels. Challenge Having done a series of acquisitions, the company faced an unavoidable […]
February 10, 2020
Sales Optimization Phase 1

Sales Optimization in Private Equity

PHASE 1: Data Transformation The Challenge A leading Private Equity and Venture Capital firm, with over $30B under management, requested an end-to-end data audit of their deal platform. They were looking to evolve the platform to make a scalable and unified sourcing tool with consistent architecture and infrastructure. They wanted an independent third-party to assess the technical decisions made to date in the development. The […]
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