Data diligence reveals $6 million in growth potential

Our client recognized that the analog, labor-heavy nature of field services left room for digital transformation. They engaged West Monroe to perform tech due diligence—not just to assess risk but also to find upside. We analyzed a wide range of operational and financial data, looking for gaps and inefficiencies. Working with industry experts, we built and tested recommendations that would improve key metrics. The result was a clear, data-backed view of nine digital opportunities that directly tied to EBITDA growth—insights the client leveraged to sharpen their bid and plan for future value creation.

The project moved fast—one week from kickoff to delivery. In that time, we delivered a cross-functional diligence report that spotlighted fragmented systems and uncovered tech gaps stemming from multiple historical acquisitions. We partnered closely with the client to review raw data from disparate systems, some inherited through partial integrations. Our team of data analysts and industry specialists synthesized insights quickly, identifying gaps in labor utilization, customer acquisition, and operational performance. The final report didn’t just validate the investment—it gave our client a head start on building value from day one of ownership.

By connecting data to outcomes, we helped the client quantify nine specific initiatives, offering a potential EBITDA upside of $6 million. These opportunities translated to a net expansion of 0.9–1.9%, providing the client with a competitive edge during bidding and a tactical roadmap post-close. The engagement delivered more than insight—it sparked action. With a full picture of the technology landscape, the client is now positioned to turn recommendations into results, using digital enhancements to grow revenue and scale operations across future acquisitions.