Digital strategy and sales platform migration to drive growth

PE-BACKED BUILDERS MERCHANT GROUP

DIGITAL STRATEGY AND SALES PLATFORM MIGRATION TO DRIVE GROWTH

PE-BACKED BUILDERS MERCHANT GROUP

DIGITAL STRATEGY AND SALES PLATFORM MIGRATION TO DRIVE GROWTH

Panamoure was asked by a PE fund to provide support for the migration of a portfolio company’s key sales platform. The business had never performed a large and complex digital platform migration before and was struggling to develop a plan of action or to provide adequate resources. The PE fund also recognised that the wider business lacked the professional sales, marketing and IT skills to properly develop the new digital online sales platform, or how to use modern analytics tools to target customers and increase sales. Panamoure was able to successfully support the business by developing AND implementing the platform migration plan, project managing the project as well as upskilling their internal team through dedicated sales effectiveness courses.

What were the challenges?

Low level of knowledge of the existing platform. There was no documentation relating to the configuration for the old platform
The eCommerce elements of the platform had not been configured correctly so there was a “start from scratch” vs timeline risk
The solution was already manufacturer end-of-life technology
Lack of understanding of the “customer journey” on the platform
All SEO work was carried out externally to the business
Broader IT support within the organisation was non-existent
Low eCommerce skills within the team which demanded more support from Panamoure for future eMarketing campaigns
None of the team members had previously used a CRM system

So, what did we do?

Developed a roadmap from the old platform to a successful implementation of the recommended replacement
Introduced new CRM system as part of client’s new business process
Reviewed and redesigned the application and technology stack
Mapped out a new business process for the ongoing management of the new platform with new roles and responsibilities for the team
Trained the team in eMarketing & sales effectiveness
Combined and reskilled the traditional Customer Support team as part of the Sales team
Managed the third-party suppliers across India and the UK
Assisted the organisation in developing the digital marketing plan
Changed the culture of the business to an “internet business” mindset and less of a “builders trading” mindset

The PE fund tripled their original 5-year revenue target.

“Panamoure have helped a number of our portfolio businesses better understand and use eCommerce technologies, CRM systems and have developed quality applications to the benefit of those businesses. They have become one of our trusted partners.” – Chief Portfolio Officer

DO YOU NEED TO DIGITALLY OPTIMISE YOUR BUSINESS?

WE’RE EXPERTS
IN OUR FIELD

We are experts in what we do. Committed professionals who are at the leading edge of our specialised field.

GET IN TOUCH

What were the challenges?

Low level of knowledge of the existing platform. There was no documentation relating to the configuration for the old platform
The eCommerce elements of the platform had not been configured correctly so there was a “start from scratch” vs timeline risk
The solution was already manufacturer end-of-life technology
Lack of understanding of the “customer journey” on the platform
All SEO work was carried out externally to the business
Broader IT support within the organisation was non-existent
Low eCommerce skills within the team which demanded more support from Panamoure for future eMarketing campaigns
None of the team members had previously used a CRM system

So, what did we do?

Developed a roadmap from the old platform to a successful implementation of the recommended replacement
Introduced new CRM system as part of client’s new business process
Reviewed and redesigned the application and technology stack
Mapped out a new business process for the ongoing management of the new platform with new roles and responsibilities for the team
Trained the team in eMarketing & sales effectiveness
Combined and reskilled the traditional Customer Support team as part of the Sales team
Managed the third-party suppliers across India and the UK
Assisted the organisation in developing the digital marketing plan
Changed the culture of the business to an “internet business” mindset and less of a “builders trading” mindset

The PE fund tripled their original 5-year revenue target.

DO YOU NEED TO
DIGITALLY OPTIMISE
YOUR BUSINESS?

We are experts in what we do. Committed professionals who are at the leading edge of our specialised field.

GET IN TOUCH

OTHER EXAMPLES

OF OUR WORK

ALL CASE STUDIES

ELECTRONICS MANUFACTURER

Panamoure Consulting was approached by a PE fund to perform a pre-acquisition IT Due Diligence review on an upcoming lower mid-cap target who designed and manufactured electronic component boards for the defence, aviation, automotive and energy sectors.

HEALTHCHECK SAVES FIRM FROM POTENTIAL £10M OVERSPEND

PE investors in a global manufacturing and logistics firm were concerned that the Microsoft Dynamics 365 ERP implementation underway was over budget and underperforming so asked Panamoure to undertake a health check of the implementation.

HEALTH CHECK RECOVERS FAILING ERP PROJECT

A small business carve-out had a transitional service agreement (TSA) to decouple itself from the parent company systems within 6 months of separation. A project manager had been hired to help get the system delivered but 4 months in, the deadline was looming and the Sage 500 ERP project was heading for failure.