Project Breakdown
SPARK Partners with Leading PE Advisory Group to Launch Innovative Financial Dashboard
The Challenge
Element78 helps private equity investment firms assist their portfolio companies in transitioning from being a founder-owned and operated company to an institutionally owned and managed one.
To do this, it needs to closely and dynamically track the portfolio companies’ productivity, goals, and growth. The challenge was that it didn’t have a good tool to monitor these important metrics in real time.
The “spreadsheets” just weren’t going to cut it anymore.
Project Breakdown
- Large
- Custom Dashboard
Timeline
- Multi-year
Size of Team
- 1 PM, 1 Systems Analyst
- 2 Developers
KPIs
Thousands of data points
automated daily
The Solution
Collaborative strategy sessions helped uncover the exact business intelligence opportunity in the E78 data. The SPARK team then designed and built a workflow using API’s to pull the data from clients’ databases and display it elegantly on the custom E78 dashboard.
Automated email reporting to stakeholders, financial performance visualization, and a host of other features empower the E78 team to differentiate their services.
By investing in a SPARK Team Subscription to optimize and add value to the robust platform, E78 is continuously growing the services they can provide to clients.
Services provided
- Custom Development
Technology used
- MySQL
- PHP with Laraval Framework
- Secure VPN
- Automated Data Transfer
- SendGrid
Client Review
