Production-grade governance and reporting systems for manufacturing environments.
13 vetted systems
Capital project tracking dashboard with budget vs. actual, schedule variance, change order log, and milestone status.
Walk-forward EBITDA bridge from prior period to current. Isolates volume, price, cost, and one-time adjustments for board-level reporting.
Structured diagnostic to assess governance gaps across compliance, reporting, and operational controls. Produces a prioritized remediation roadmap.
Operational due diligence checklist for M&A transactions. Covers org structure, systems, contracts, compliance, and integration readiness.
Excel-based KPI governance workbook with 325 formulas, 7 tabs, and automated health scoring. Deploy in a week, not a quarter.
Core workbook plus Notion workspace templates, meeting agendas, and implementation framework for multi-site deployment.
Complete 100-day operating plan for PE-backed industrial portfolio companies. KPI setup, governance cadence, reporting structure, and quick wins.
Day-1 finance integration playbook for PE bolt-on acquisitions. Chart of accounts mapping, reporting alignment, and treasury consolidation.
Daily operations toolkit for plant managers. Shift handoff templates, downtime tracker, safety checklist, and production reporting.
Site-level P&L tracking system for multi-plant operators. Revenue, COGS, labor, overhead, and contribution margin by location.
Diagnostic scorecard to assess PMO maturity across governance, resource allocation, stakeholder alignment, and delivery cadence.
Step-by-step playbook for standing up or rebuilding a PMO from scratch. Governance structure, charter templates, and rollout sequencing.
R&D documentation framework covering qualification protocols, test documentation, design review checklists, and regulatory submission prep.
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