Micro Case Study Multi-Site Operator

Enterprisation Without the ERP

Disconnected Financial and Operational Visibility

This ambitious, operationally focused business was growing quickly. The CEO and COO were tracking daily performance in detail, while the CFO was managing complex spreadsheets. But there was no shared view of overall performance.

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Hands assembling puzzle pieces — unifying disconnected data sources

Real client, real numbers

£750k

monthly net income swing surfaced during discovery

reliable, shared view of performance — no ERP required

covenant penalties after the risk was made visible

What we uncovered

During our discovery process, we found a major inconsistency… nearly a £750k swing in monthly net income. It had gone unnoticed due to delayed data, siloed systems, and the relentless operational tempo. Finance and operations were working hard, but not in sync.

Our focused intervention

Instead of pushing for a full ERP implementation, we provided a streamlined solution that directly addressed the critical gaps.

We:

Unified key data sources into one reliable view
Highlighted a material income fluctuation
Empowered the CFO to move beyond doing — from data wrangling to driving strategic decisions and initiating change

Why it mattered

By surfacing this issue early, they avoided penalties and maintained lender confidence. Just as importantly, they were able to demonstrate control and foresight, strengthening their credibility in financial discussions.

Highlight

This was not a case of poor performance, but of hidden risk in a complex, high-growth environment. The team had built a great business. We helped them see it more clearly.

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Enterprisation Without the ERP

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