Executive Summary A rapidly expanding accounting and advisory services firm partnered with Blue Orange Digital to achieve an ambitious goal: double recurring revenue within two years while maintaining lean administrative operations. Through strategic implementation of AI and automation technologies across six critical business processes, the firm unlocked over 1,800 annual team hours—equivalent to a full-time… Continue reading Cross-Company Operational AI Automation
Tag: PowerBI
Aerospace Manufacturer Transformed Data Management with Microsoft Fabric to Drive AI and Automation
An aerospace manufacturer specializing in custom alloys—used in everything from high-tech aircraft components to military defense—needed to modernize its data platform to support rapid growth, stringent security requirements, and future-focused AI initiatives.
Unifying Multi-ERP Data to Accelerate M&A Integration and Drive Operational Excellence
A rapidly expanding portfolio company in the consumer goods manufacturing sector faced significant challenges consolidating financial and operational data across disparate ERP systems. This fragmentation impeded their ability to produce consistent, reliable reporting—essential for monitoring performance, achieving synergies, and driving business growth.
Streamlining Data Pipelines and Analytics for Vetta Brands
Vetta Brands, a private equity-backed leader in licensed NCAA merchandise, faced the challenge of unifying multiple ERP data sources following a series of acquisitions. The company sought to support comprehensive data analysis to enhance various business functions using PowerBI.
Transforming Private Equity Deal Sourcing Through Intelligent Data Orchestration
A leading Private Equity and Venture Capital firm, managing over $20 billion, faced significant challenges with their existing deal sourcing platform. They engaged Blue Orange Digital to conduct an end-to-end data audit, aiming to evolve the platform into a scalable, unified sourcing tool equipped with consistent architecture and advanced data capabilities. The goal was to integrate data from four newly acquired CRM/ERP systems, each previously operating independently, which led to obscured visibility and coordination within the firm’s sales processes.
Modernizing Analytics for Robbins Bros. Jewelry
Robbins Bros. Jewelry, a prominent California-based retailer specializing in engagement rings, faced significant challenges with their legacy business intelligence systems. The company sought to enhance its marketing and operational analytics by transitioning to a more modern, integrated analytics environment.
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