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Operating Partners & Portfolio Operations

Operating partners support several companies at once. They cannot read every invoice, contract, and work log behind each company's results. Cerenovus reads that data across every department and calculates improvement opportunities from the company's own transactions. Partners bring management a plan built on the company's own numbers.

Designed for

Operating partners, company improvement teams, and portfolio operations professionals.

Trace changes in profit margins to the customers, contract terms, and work behind them.

Value over the plan periodPlan with Cerenovus insightsPlan as writtenEach dot represents a finding from company data.
Operating partners use Cerenovus findings to revise the plan shown in grey.
Engagement steps

5 steps from question to decision

Your team sets the questions and approves which systems Cerenovus can read. Cerenovus works through every related question at once and returns findings ranked by value. Your team decides what to do.

  1. 01Set operating goals
  2. 02Establish the company's starting performance
  3. 03Find opportunities across departments
  4. 04Check results against management commitments
  5. 05Assign actions to management
Work covered for this team
01

Operating partners size opportunities from company transactions

Cerenovus calculates each opportunity from the company's transactions, rates, volumes, and contract terms. In a pricing review, it compares invoiced prices with list prices on every invoice. Partners check the math with management before setting priorities.

02

Operating partners find out why margins moved

Price concessions, vendor changes, late approvals, and process changes can all move margins. Cerenovus links reported results to the events behind them wherever the source evidence supports the link.

03

Operating teams see costs that cross departments

A discount agreed by sales can create extra work and cost in delivery. Cerenovus reads finance, purchasing, sales, and delivery data together, so partners can follow a cost from the decision that caused it to the margin it reduced.

04

Boards see each action's owner and deadline

Cerenovus links every action to an owner, a deadline, and evidence of completion. When purchasing savings run late, the board can see what is holding up the work and who is responsible.

05

New finance chiefs inherit the evidence behind earlier decisions

A new operating partner or finance chief can see why earlier decisions were made and what evidence was used. Cerenovus connects each decision to the results that followed.

Client decisions

Operating partners and management set priorities, allocate resources, and run the improvement program.

Related work
Operating analysis on demand

Review the invoices and contract terms behind a proposed improvement

Cerenovus reads approved company data through read-only access and ranks what it finds by value.

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