Custom Reporting for Construction Operational Insight Boosts Company Value

Service Area: Technology

Client Type: Small-Market PE Firm

Service Provider Type: Business Intelligence & Analytics Consultant

Industry: Construction & Engineering

The Need
Efficient Data Reporting, Visualization for Small Construction Companies

Two small construction and engineering companies required a solution to gather data from various databases and present it through Tableau or Power BI. The focus was on sales statistics, operational data and individual performance metrics, all within a constrained budget.

The Challenge
Cost-Effective Reporting Setup with Technical Expertise

The primary challenge was finding a cost-effective resource capable of setting up complex reporting and visualization systems. The companies needed technical expertise more than industry-specific knowledge to interpret and present key performance indicators (KPIs) effectively.

How BluWave Helped
Introducing an Experienced BI Consultant

BluWave connected the client with a consultant adept in business intelligence and analytics, perfectly fitting the project’s requirements. His expertise in data structuring, pipeline building, and defining KPIs beyond financials was crucial for the successful implementation of the reporting systems.

The Result
Customized Reporting Boosts Efficiency, Value

The implementation of customized reporting systems provided these construction companies with deep insights into their operations. The systems allowed for efficient tracking of sales, operational metrics, and route optimization, leading to better decision-making and improved profitability. The solution was delivered within budget, offering incredible value compared to other service providers.

Really like them – engaging them on another project. We know others like them that charge double to get the same work done. Incredible value.

-PE Firm Managing Director

Digital Marketing Demand Generation: Challenges, Solutions in Consumer Products Sector

Digital marketing isn’t just about being online anymore; it’s about making a significant impact where it matters.

At BluWave, we have seen firsthand the unique challenges businesses in the consumer products industry face. From navigating Amazon marketplace intricacies to tackling eCommerce optimization, the demands are as real as they are varied.

Let’s dive into these challenges and explore practical solutions.

eCommerce Ownership Transitions: Amazon Business Transfer

Transferring an Amazon business account is like passing a baton in a relay race; it needs precision. Timing is crucial, and there’s always a fear of dropping the goodwill you’ve built up. When it comes to asset vs stock deals, each has its pros and cons.

An asset deal can be cleaner, transferring only what you need. A stock deal, however, might maintain the business’s continuity better. The key is to understand your priorities and choose accordingly.

Unauthorized Reselling and Price Disputes

Picture this: an unauthorized reseller undercuts your Walmart.com listing, and now Amazon is knocking on your door to lower your prices. It’s a frustrating domino effect.

The solution isn’t straightforward but starts with strong policies and enforcement. Knowledgeable experts in this field can guide you in setting up these safeguards, ensuring your pricing strategy stays intact across platforms.

READ MORE: How To Raise Prices Strategically

Shopify and Beyond: Optimizing eCommerce Platforms

A Shopify site not meeting expectations is a common tale. The gap often lies in specialized skills, or the lack thereof. eCommerce optimization isn’t just about a pretty storefront; it’s about driving traffic and conversions through targeted search engine and social media strategies.

Bringing in a fractional eCommerce manager could be your game-changer, offering the expertise needed to optimize your site and expand your presence on other marketplaces.

Amazon for Global Expansion: A Focused Approach

Expanding globally through Amazon is like finding a new world of opportunities. But it’s not just about being there; it’s about making a mark. Balancing SEO efforts with advertising strategies is key.

Unlike generalist approaches, a focused expertise on Amazon can navigate the nuances of global expansion, optimizing your time and effort for maximum sales impact.

Brand Awareness and Retention: Creating the Flywheel Effect

High retention but low awareness – this scenario is more common than you think. The trick is in flipping this to your advantage. Improving awareness can kickstart a “flywheel effect,” leveraging your strong retention rates.

The right strategies in place, matched with periodic, economical tracking, can turn this potential into a revenue-generating reality.

Evaluating Digital Marketing Tactics: Beyond the Basics

eCommerce exposure is half the battle; the other half is understanding your digital marketing tactics. Are you making the most of your SEO? How effective are your PPC campaigns? Understanding these aspects is crucial in converting visitors into loyal customers.

External experts can offer fresh perspectives, assessing your current strategies and pinpointing areas for improvement.


Digital marketing in the consumer products industry is not a one-size-fits-all scenario. It’s a complex puzzle that requires understanding, skill, and sometimes, a helping hand.

At BluWave, we specialize in connecting businesses with the resources they need to tackle these challenges head-on. Whether it’s transferring an Amazon business, managing online marketplaces or optimizing eCommerce strategies, we’re here to ensure your digital marketing efforts are as effective and impactful as possible.

Set up a scoping call with our research and operations team, and they’ll provide a short-list of PE-grade, exact-fit options in less than a business day.

Optimizing Performance in Staffing: Business Intelligence Drives Branch Success

Service Area: Technology

Client Type: Lower-Middle Market PE Firm

Service Provider Type: Business Intelligence & Analytics Consultant

Industry: Staffing / Recruiting

The Need
Custom Dashboard for Branch-Level Profitability

The client, a commercial staffing company, sought to enhance branch-level performance by identifying key profitability metrics. The goal was to establish an ongoing reporting structure to manage and optimize the performance of salesforce, recruiters and branch managers.

The Challenge
Identifying, Implementing Critical Performance Metrics

The challenge was to discern which metrics were most closely correlated with branch profitability, and to build a dashboard that could accurately reflect and manage these indicators. The company aimed to use this data to inform strategic decisions for current operations and future branch expansions.

How BluWave Helped
Connecting with a Boutique Business Intelligence Consultant

BluWave facilitated the staffing company’s needs by connecting them with a boutique consultant specializing in business intelligence and analytics. This consultant was tasked with analyzing the company’s existing data, identifying key performance indicators and developing a comprehensive dashboard for effective branch management.

The Result
Data-Driven Insights Leading to Enhanced Branch Performance

The implementation of the custom dashboard provided the staffing company with valuable insights into branch operations. This tool helped identify the drivers of high performance, allowing the company to replicate successful strategies across other branches. The insights gained also informed the company’s expansion strategy, ensuring more accurate site selections for future growth.

Veterinary Business Needs Help with Complex Data Warehouse Software

Service Area: Technology

Client Type: Lower-Middle Market PE Firm

Service Provider Type: Business Intelligence & Analytics Firm

Industry: Technology – Software

The Need
Comprehensive Data Warehouse for Veterinary Business

The PE firm required a robust data warehousing solution for a new veterinary software platform under LOI. The project aimed to consolidate various data systems like CRM, general ledger, billing and payroll into a single warehouse for efficient reporting.

The Challenge
Integrating Multiple Systems into a Unified Data Platform

The primary challenge was integrating data from dozens of animal hospitals, each with local servers and different practice management systems. The firm needed a data warehouse that could handle various data sources and provide the capability for sophisticated data analytics and visualization.

How BluWave Helped
Identifying Business Intelligence, Data Warehousing Expert

BluWave utilized its extensive network to connect the client with a business intelligence and analytics firm proficient in healthcare data compliance and capable of setting up a full data stack. The chosen firm had to have the expertise to pull and visualize data from multiple systems while ensuring HIPAA compliance.

The Result
Streamlined Data Management and Enhanced Analytics Capabilities

The collaboration led to the successful implementation of a data warehouse that efficiently consolidated data from various systems. This new setup allowed for more sophisticated data analysis and visualization, providing invaluable insights into the veterinary business’s operations and finances, thus aiding in strategic decision-making across multiple portfolio companies.

Procurement, Sourcing Resources for Manufacturing Industry

Procurement and sourcing are critical components of manufacturing operations, directly influencing efficiency and cost-effectiveness. Fleet diligence, distribution assessment and supply chain management are among the more popular use cases BluWave sees.

We frequently field procurement and sourcing project requests from the manufacturing industry, giving us a deep understanding of the service providers that are best-suited to help private equity portfolio companies as well as private and public companies with these challenges.

Here are some of the top procurement and sourcing use cases and how they can help your business.

Fleet Diligence/Assessment

Effective fleet management is crucial for optimizing logistics and controlling costs. By regularly assessing fleet operations, manufacturers can uncover potential savings and improve transportation efficiency, which is essential for timely product delivery and overall operational agility.

READ MORE: What is Procurement & Sourcing?

Distribution Assessment

The efficacy of a distribution network plays a pivotal role in meeting customer demands and maintaining product flow. Thorough assessment of this network allows manufacturers to identify bottlenecks, streamline processes and enhance the speed and reliability of product deliveries.

Construction Diligence

Construction diligence ensures that manufacturing facilities meet all necessary standards and contribute to efficient production lines. This aspect covers everything from initial design to ongoing maintenance, directly impacting the effectiveness and safety of manufacturing operations.

Asset Integrity Diligence

Maintaining asset integrity is vital for ensuring consistent production quality and avoiding costly downtimes. Regular checks and balances help in early identification of potential issues, enabling timely interventions and prolonging the life span of manufacturing assets.

Clinical Trial Operations Diligence

For manufacturers in the pharmaceutical sector, clinical trial operations diligence is key to ensuring product efficacy and safety. This process involves rigorous testing and compliance with stringent regulatory standards, directly impacting the success and credibility of products in the market.

Safety Diligence

Prioritizing safety in manufacturing not only fulfills regulatory requirements but also fosters a responsible workplace culture. Implementing rigorous safety protocols and regular training sessions can significantly reduce workplace accidents and enhance overall productivity.

Process Mapping

Process mapping identifies inefficiencies in manufacturing operations, offering insights for improvements. By analyzing each step of the production process, manufacturers can make informed decisions to streamline operations, reduce waste and optimize resource allocation.

Facility Planning

Strategic facility planning is integral to maximizing production efficiency. It involves optimizing the layout and design of manufacturing spaces, ensuring that every element from machinery placement to workflow is conducive to peak operational performance.

Packaging Diligence

In manufacturing, the importance of packaging extends beyond aesthetics to include functionality and protection. Ensuring the right packaging materials and designs can significantly reduce damages during transit and enhance customer satisfaction.

Supply Chain Diligence

A robust supply chain is essential for maintaining manufacturing momentum. This can be improved by supply chain optimization, focusing on vendor management, inventory control and contingency planning to handle disruptions effectively.


Procurement and sourcing are essential to manufacturing businesses. By working with experts who understand their business, manufacturers can enhance their operational efficiency and reduce costs that give them a competitive edge.

“You can engage a firm that can take out costs of your business for non-core expenditures,” BluWave Co-Head of Research and Operations Scott Bellinger says. “The beauty of it is these groups work off of a gain-share model, so they have an incentive to help you save money.”

BluWave’s research and operations team is here to connect you with specialized manufacturing resources. Set up a scoping call and you’ll get a short list of PE-grade option in less than one business day.

Hybrid Finance Professional for Construction Company Leadership

Service Area: Human Capital

Client Type: Lower-Middle Market PE Firm

Service Provider Type: Recruiters – Executive Search – Finance

Industry: Construction & Engineering

The Need
Hybrid Finance Professional to Enhance Leadership Team

A lower-middle market private equity firm sought a unique finance professional for its construction portfolio company. This role required a hybrid skill set – half data analyst and half finance expert – to identify key performance indicators and supplement the leadership team.

The Challenge
Specialized Finance Resource with Regional Insight

The challenge lay in sourcing a candidate who not only possessed a balanced mix of data analytics and finance skills but also had familiarity with the South region. The firm was looking for a boutique, experienced search firm, open to a retained search arrangement, to identify this specialized professional.

How BluWave Helped
Connecting with an Industry-Specific Resource

BluWave used its extensive network to identify a finance executive search firm that specialized in boutique and regional hiring within the construction and engineering industry. This firm was tasked with identifying a candidate who could dive deep into business analytics while also handling finance responsibilities effectively.

The Result
Strengthening Leadership with a Dual-Expertise Professional

The successful placement of a hybrid finance professional marked a significant enhancement to the company’s leadership team. The new hire brought a combination of data analysis acumen and financial expertise, focusing on identifying and managing key KPIs, vital for the strategic development of the company.

Enhancing M&A, Financial Operations in Healthcare with Strategic Staffing

Service Area: Human Capital

Client Type: Portfolio Company

Service Provider Type: Temporary Staffing

Industry: Healthcare Services

The Need
Strategic Staffing for Financial Overhaul, M&A

A private-equity owned healthcare services provider, specializing in traumatic brain injury care, was gearing up for an eventual sale. They required highly skilled junior finance and accounting talent on a short-term or project basis to handle active M&A activities and internal projects, balancing manual data entry tasks with strategic financial operations.

The Challenge
Sourcing Versatile, Skilled Financial Talent Amid Growth

The main challenge was finding individuals with 3-5 years of experience in finance or accounting, preferably with a background in investment banking or accounting M&A. These professionals needed to be comfortable handling both strategic and manual aspects of financial projects, including M&A support, system integrations and exit preparation.

How BluWave Helped
Connecting Short List of Exact-Fit Candidates

BluWave utilized its network to connect a short list of candidates with the necessary skill set and flexibility. Emphasizing the need for familiarity with financial systems like NetSuite and Sage, and strong Excel skills, BluWave focused on professionals who could work remotely and adapt quickly to the company’s dynamic needs.

The Result
Streamlined M&A Processes, Efficient Financial System Management

The portfolio company selected the best fits from BluWave’s shortlist. They helped the company manage its M&A activities and internal financial projects. This temporary staff played a key role in preparing the company for a strategic sale, ensuring that financial systems were optimized and operational challenges were efficiently addressed.