What you walk away with
Built from your own material. Ready to share.
How the apps connect
On this path, each app hands its work to the next.
- Sizer
- Market sizeStrategy
- Workstreams become objectivesTransform
How it works, step by step
The value-creation plan
- Who
- A CEO with a new PE owner.
- The moment
- “The board wants a value-creation plan in 100 days.”
- Sizer
Size the core market. Assumptions are editable, with sources where they exist.
Output: Sizing report (PDF), Excel model, investor brief (PowerPoint)
- Strategy
Click Sync to Strategy. Strategy uses the market size as it builds the plan from your material.
Output: Strategy report (PDF), workbook (Excel), deck (PowerPoint)
- Transform
Click Push. Workstreams become objectives and steps become opportunities. Assign owners in Transform.
Output: Project report (PDF), roadmap deck (PowerPoint)
One plan, from market size to tracked work.
Take cost out of one category
- Who
- A portfolio-company CFO.
- The moment
- “Where is the money in this category going?”
- Buyer
Analyze one spend category by supplier, with insights cited to your data.
Output: Procurement report (PDF), spend readout (PowerPoint), spend data (CSV)
- CFO
Add the Buyer export to CFO with Use existing project file, next to your financials.
Output: Diagnostic and board report (PDF), workbook (Excel), deck (PowerPoint)
- Transform
Click Emit to cockpit. Prioritized actions become opportunities, with value estimates where CFO has them.
Output: Roadmap deck (PowerPoint), opportunities (CSV)
Sized savings ideas on one board.