Role: Private equity
Listen & move forward.
Portfolio companies can report green until they don't. Sona8 asks the people doing the work, the same way in every company.
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See it in action
See Sona8 in a minute.
How teams use it
Regular check-ins on the value creation plan, so its measures get delivered
A first diagnostic after closing, as input for the 100 day plan
Other transformation work, from add on integration to carve outs
What comes back
Initiative status with the blockers named
Comparisons across portfolio companies
Movement between check-ins
What the status report leaves out.
Example only, not a client result. Three measures from one value creation plan, next to what the people delivering them said.
Central purchasing for packaging
DoneThe framework contract is signed, but two of three plants still order from local suppliers. The new supplier is not set up in SAP.
Create the supplier in SAP this week.
Procurement
Pricing tool for quotes
LiveMany reps still quote in Excel, because the tool does not show customer rebates.
Load the rebate table, then switch off Excel quotes.
Sales ops
Cross selling with the add on
On trackCompliance has not cleared sharing customer data between the two companies, so no joint customer visit has happened yet.
Sign the data sharing agreement by 15 November.
CFO
Client example
Across one value creation plan, Sona8 covers every initiative down to its measures and helps make sure the potential is realised.
Try it yourself
Talk to the interviewer.
Tell it which part of the plan you own. It will ask whether the number behind it has moved.
Uses your microphone. Takes about 5 minutes.
Hear what people across your portfolio say.
Niklas Schneider
Founding Account Executive
First call
- 30 minutes
- Video call, link in the invite
- Berlin time (CET)
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