The Good, the Bad, and the Ugly Series – Part 3

Part 3: Secret Sauce Tasting Notes: How to approach a proprietary system critical to operations It is one of the most overlooked aspects of deals: you have fine-tuned the valuation model but did not conduct sufficient diligence on the target’s applications environment to determine if it could support growth plans. Eighteen months into the holding period, the portfolio company requires a...

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The Good, the Bad, and the Ugly Series – Part 1

Part 1: Protecting your asset IT diligence is commonly thought of as a confirmatory exercise prior to closing a deal in order to assuage concerns of the lenders. In today’s world however, the increased importance of technology to enable healthy business performance makes IT diligence all the more significant. Raise your hand if you’ve ever engaged a provider who missed the mark on IT diligence...

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Focusing on Vision During POS Selection

This post is the first installment of a five-part blog series focused on Point of Sale (POS) selections and the corresponding retail strategy. Look for upcoming blogs on POS technology trends, strategies, cost benchmarking, and more. Historically, Point of Sale (POS) solutions were viewed as transaction tools – a way to scan, checkout and process customer payments.…

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Focusing on Vision During POS Selection

This post is the first installment of a five-part blog series focused on Point of Sale (POS) selections and the corresponding retail strategy. Look for upcoming blogs on POS technology trends, strategies, cost benchmarking, and more. Historically, Point of Sale (POS) solutions were viewed as transaction tools – a way to scan, checkout and process customer payments.…

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Magic is in the Details: Execute your Next System Implementation like a Romantic Dinner Date

A poorly planned system implementation frequently results in conflicting expectations, unsatisfactory results, and an ever changing timeline due to ignoring the details. If you approach a system implementation like you would a dinner date, you will find you are better prepared and able to meet (and hopefully even exceed) stakeholders’ expectations.…

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Negotiation is as Simple as Signing a Contract, Right?

A software selection process can be intimidating, time consuming, and frustrating.  Where do you start?  What are the rules of engagement?  What if the software vendor isn’t responding in a timely manner?  What if there isn’t internal alignment between IT and the business?  These are just some of the questions that are likely to arise during a software selection process.…

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In a Seller’s Market, Having a Rigorous, Disciplined, Process is Essential

Blockbuster M&A deals are great for making headlines; what’s not great for making headlines are the write-offs, divestitures, and bankruptcies that follow many failed transactions. Sluggish economic growth, low interest rates, cheap debt, record high equities markets and large cash sums on corporate balance sheets have led to a very “hot” M&A market.…

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The (Phased vs.) Big Bang Theory

Lessons learned from Uber’s latest power play When Uber rolled out UberEATS, its newest offering, my project manager and I had to try it out, to be “early adopters” of this cool, new thing. The premise is straightforward: you can now have an Uber driver deliver lunch to your office for a $3 fee via the simple, cashless platform of the Uber app.…

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