CASE STUDY
Scaling Technology & Operations to Support Four Acquisitions and 2X Revenue Growth
CHALLENGE
A private equity-backed warehouse systems installation and integration company was experiencing rapid growth that had outpaced its technology infrastructure and operational processes. With an aggressive acquisition strategy underway, the organization lacked standardized workflows across Sales, Operations, and Finance, creating inefficiencies throughout the quote-to-invoice process. Critical business processes remained undocumented, while fragmented systems and manual reporting limited leadership’s ability to monitor performance and make informed decisions. As the company expanded into new markets and service capabilities, it needed a scalable technology platform capable of integrating acquisitions, improving operational efficiency, and supporting continued growth without disrupting day-to-day operations.
OUR ROLE
ETONIEN deployed an interim Director of IT to lead the organization’s technology transformation and establish a scalable operational foundation. Working closely with executive leadership and reporting quarterly to the board, the interim leader assessed existing business processes, documented cross-functional workflows, and developed a structured technology selection and implementation strategy. The engagement included evaluating 18 ERP vendors, conducting a formal RFP process, coordinating demonstrations and pilot testing, and overseeing the selection and implementation of Acumatica and Ramp. In parallel, ETONIEN developed automated reporting capabilities and operational dashboards to improve visibility into business performance. The team also focused on balancing workloads and standardizing processes to support ongoing operations while the company completed multiple acquisitions.
SOLUTIONS
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Business Process Assessment: Documented end-to-end quote-to-invoice workflows, operational handoffs, and key business requirements across Sales, Operations, and Finance.
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ERP Vendor Evaluation: Evaluated 18 technology providers through a structured RFI and RFP process, narrowing the field to five finalists using weighted scorecards.
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Technology Selection & Implementation: Led the selection and implementation of Acumatica ERP and Ramp to standardize financial, operational, and procurement processes.
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Operational Reporting & Analytics: Developed automated data pipelines and Power BI dashboards to improve KPI tracking, reporting accuracy, and executive visibility.
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Workflow Standardization: Established consistent processes and balanced workloads across teams, regions, and project schedules to reduce operational bottlenecks.
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Acquisition Integration Readiness: Created a scalable technology and process framework to support the onboarding of acquired businesses.
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Executive Oversight & Governance: Provided quarterly board reporting on transformation milestones, implementation progress, risks, and strategic priorities.
OUTCOME
The engagement established a more scalable technology and operational foundation, enabling the organization to complete four acquisitions and double revenue during the transformation. The successful implementation of Acumatica and Ramp provided standardized platforms for ERP, spend management, and procure-to-pay processes, while improved workflows and workload balancing helped the business absorb growth without creating significant operational bottlenecks. Automated Power BI dashboards reduced reliance on manual reporting and strengthened leadership’s visibility into financial and operational performance. The organization also expanded its geographic footprint and service capabilities, supported by a repeatable framework for integrating future acquisitions. With standardized systems, documented processes, and improved operational controls in place, the company is better positioned to support continued expansion and execute its private equity sponsor’s buy-and-build strategy.