Background

As private investors, this firm operates across Europe.

It focuses on transforming companies through its bespoke Strategy Execution framework.

The end-goal is creating long-term change to maximize its investment and return within a well defined time period.

Challenge

Deploying its Hoshin policy was challenging:

• With strategic plans for itself and its portfolio of companies, the firm faced incredible complexity and governance challenges
• The scale meant there were increasing counts of objectives, projects and KPIs
• With no centralized view of adoption of its Strategy Execution methodology and how this connected to its own Hoshin Kanri, tracking and course-correcting at multiple levels was near-impossible
• Too often strategic goals were disrupted and this distraction from execution elongated the portfolio companies' time to exit.

Solution

The business sought out a digital solution to support it in:

• Connecting its own Hoshin Kanri to its portfolio of companies
• Simplifying the complex governance of its Strategy Execution framework among its portfolio
• Standardizing the entry of metrics and completion of accompanying journals
• Visualizing performance data and course-correcting underperformance.

Benefits

i-nexus' platform has supported great improvements:

• Reassurance of portfolio companies adhering to its framework, and the portfolio companies being able to utilize i-nexus for its own projects and operational management
• A complete view of strategic performance across its own business and company portfolio
• Synchronized initiatives across its corporate offices to deliver its Hoshin Kanri
• Enhanced visibility over crucial performance data and confidence over Strategy Execution.

25
Strategic Objectives

80
Metrics

30
Projects