Performance Plan & Transformation Office for a PE-Backed B2B Distributor

Performance plan design for a B2B distributor under LBO, transformation office implementation, and dedicated task-forces on key value initiatives.

Industry

Wholesale distribution

Capability

Strategy & Performance

Context

A PE-owned distribution company in a highly competitive market needed support to define a strategic plan, identify performance levers, and assist the ExComm in implementing PMO and key initiatives.

Scope & Deliverables

  • Strategic Roadmap & Value Levers: Developed a comprehensive strategic roadmap and identified associated value levers.
  • Transformation Office Setup: Established a Transformation Office with PMO, a dedicated team, project management tools, and regular operational rituals.
  • Consulting Task-Force: Focused on critical areas including pricing strategy and price definition, sales force organization, financial performance and restructuring, as well as data governance and strategy.

Team

With
Constellations Partner

‍Led the project.

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Sales Consultant

‍Former scale-up Sales Officer and Roland Berger consultant.

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Data Consultant

‍Former scale-up Chief Data Officer.

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Finance Consultant

‍Former scale-up CFO and EY consultant.

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Constellations Impact

  • Structured Transformation Roadmap: Successfully structured and initiated the transformation roadmap.
  • Stakeholder Engagement: Fully involved and upskilled key client stakeholders in cross-functional project management.
  • Implementation: Implemented a new pricing strategy, sales force organization, and financial structure.