Analytics Foundation. KPI Clarity. IPO Confidence.

Overview

While preparing for an IPO, a private equity-backed construction services company faced challenges due to fragmented data systems. Teragonia built a unified analytics foundation by integrating over 10 systems, enabling live reporting on 30 KPIs in two and a half months to streamline decision-making and operational visibility. The solution included self-service analytics tools and executive-level insights, equipping leadership with real-time, actionable data to navigate the IPO process confidently. 

Established the Analytics Foundation within two and a half months

Integrated over 10 disparate systems, including ERP, CRM, and payroll

Executed real-time reporting across 30 key performance indicators

Facilitated data-driven decision-making with actionable insights

Empowered leadership to navigate IPO preparation with confidence

BizOps Solutions

Teragonia’s Analytics Foundation and Value Creation solutions combine scalable analytics infrastructure and live KPI reporting to provide tailored insights for executive leadership and operational teams. In addition, we deployed an Enterprise Self-Service Analytics solution uniquely designed to empower business functions to perform granular financial and operational analytics to drive the business.

Key Results

We established the Analytics Foundation in just two and a half months by unifying over 10 systems, including ERP, CRM, payroll, and inventory platforms, into a single source of truth. We delivered live reporting across 30 KPIs while supporting management through concurrent ERP implementations, positioning the company for IPO readiness.

The Details

The Challenge

The Chief Executive Officer (CEO) of a PE-backed construction services company was preparing for an IPO while managing rapid organic and inorganic growth. The company’s IT department attempted to create a centralized source of truth for over two years, but this effort ultimately failed due to system complexities and execution challenges. Contributing to the strain, the company recently completed an acquisition and began an ERP overhaul, severely limiting the team’s bandwidth. The data remained scattered across multiple ERP, payroll, and operational systems, creating significant challenges in consolidating metrics for financial and operational decision-making. Manual Excel reporting further complicated the situation, hindering timely insights, with the concurrent ERP implementations adding layers of complexity.

The Win

We built the initial Analytics Foundation in two and a half months with further development over six months, operating in four-week sprints to provide tangible visibility into milestones. Our tailored analytics tools equipped leadership with actionable insights to make data-driven decisions and navigate IPO preparation confidently. By consolidating data from over 10 systems into a single source of truth with live reporting across 30 KPIs, our solution provided transparency into key performance metrics, including profitability reporting, operational efficiency, and revenue growth.

Instead of a transactional engagement, Teragonia delivers an ongoing partnership that prioritizes an approach with a seamless transition process. We engaged weekly with functional leaders to support the handover process, address emerging challenges, and guide the continued development of analytics assets. This ongoing collaboration reflects our commitment to empowering internal teams for long-term success.

Accelerated Growth

  • Centralized Analytics Foundation: Unified data from ERP, CRM, payroll, and inventory systems into a single source of truth, delivering real-time visibility into 30 KPIs with our initial analytics foundation in two and a half months and 40 KPIs in six months across financial and operational performance
  • Self-Service Analytics Tools: Delivered customized dashboards and live reporting, enabling real-time tracking and alignment across four business models
  • Executive-Level Insights: Provided tailored analytics for leadership, enabling them to monitor key performance metrics and make informed decisions
  • Seamless Transition and Ongoing Support: Partnered closely with client leadership to ensure a smooth handover, sustained support, and continuous improvement of analytics capabilities

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Foundational Tech Infrastructure

Our core analytics and AI platform drives informed decision-making with enhanced clarity and focus, and rapidly unlocks enterprise value

Core Features:

Connect All Your Data Sources

Integrate data from multiple source systems effortlessly

Critical for breaking down silos and creating a unified view

One Trusted Data Source

A secure, centralized cloud hub for all your data insights

Foundational for reliable decision-making and enterprise-wide alignment

Interactive Dashboards

Visualize complex data through easy-to-understand dashboards

Empowers leaders with actionable insights

Enriched Data Flow, Fully Automated

Reverse ETL capabilities enriches your data and ensures your data flows exactly where it is needed for function teams to act on

Enables real-time, action-oriented data flow 

Additional AI capabilities are actively in development

Your Data Should Drive Real Results

Are you unlocking the full potential of your data?

Scott Briggs

BS International Business | American University of Paris

BS Computer Science | American University of Paris

Seasoned DevOps and infrastructure engineer with expertise in AWS, Kubernetes, and Terraform; led cloud migrations and scalable infrastructure projects at Sfara, FanDuel, and Kickstarter.

With over 15 years of experience in small and medium-sized startups, Scott is a seasoned expert in designing, optimizing, and maintaining robust, scalable, and secure infrastructure. He specializes in automation and embedding security from the ground up, consistently delivering reliable systems tailored to meet dynamic business requirements.

Prior to joining Teragonia, Scott made a significant impact at Sfara, where he built the company’s entire infrastructure from scratch. He engineered systems capable of supporting hundreds of thousands of users with seamless scalability, implemented automated development pipelines, and introduced observability tools to monitor and manage resources effectively. Additionally, Scott led the infrastructure team in achieving ISO27001 security certification, ensuring security was integrated into every aspect of the system and transforming it into a critical asset for business-to-business operations.

Beyond his technical expertise, Scott has a proven track record of managing and mentoring high-performing teams. As a Senior DevOps Engineer at FanDuel, he gained invaluable experience in scaling infrastructure and optimizing resources to support millions of daily users, aligning technological capabilities with organizational goals.

Jack Amedio

Master’s in Human Resources | University of Illinois

Bachelor’s in Management | Loyola University

Former Financial and Operations Manager at Houlihan Lokey, Golin Harris, and MSL Group.

Jack is a highly driven, cross functional professional with extensive experience in operations and administration. 

Prior to joining Teragonia, Jack held financial and facilities management roles for Houlihan Lokey, MSL Group/Publicis, and Golin Harris in which managed and created processes and trainings for multiple functional areas ensuring operational and administrative procedures were well planned, efficient, cost-effective, and aligned with business objectives while ensuring initiatives, internal events as well as client events propelled employee and client engagement.

Jack holds undergraduate degrees from University of Illinois and Loyola University Chicago and has completed graduate certificates in Business Administration, Strategic Human Resources, and Operations at Cornell, CUNY-Buffalo, and University of Illinois and is in the process of completing a Master’s in Human Resources at Loyola University Chicago’s Quinlan School of Business.

Mason Taylor

MS Analytics | Georgia Institute of Technology

BS Management Information Systems | Oklahoma State University

Former analytics engineer at Cyderes and ConocoPhillips with a Master’s in Analytics from Georgia Institute of Technology and a Bachelor’s in Management Information Systems from Oklahoma State University

Mason is an Analytics Engineer with deep experience in data analytics, business intelligence, machine learning, and cybersecurity. He brings a proven track record of leading analytics engagements spanning architecture, insights, visualizations, and delivery.

Before joining Teragonia, Mason was a Senior Analytics Engineer at Cybersecurity MSSP CYDERES where he built a scalable, standardized, and secure analytics architecture for over 300 clients across many industries and consulted with them to deliver insights through bespoke data driven solutions. In addition, he managed the data delivery of the insight platform leveraged by the Security Operations Center to respond to incidents in a timely and effective manner.

Prior to joining CYDERES, Mason worked in ConocoPhillips’ Analytics and Innovation Center of Excellence holding varied roles within the Data Analytics organization from Data Engineering, to Business Intelligence, and Data Science. He delivered robust data solutions in all operating units for various functions including Engineering and Production, Finance, IT, and more. Including projects to standardize cost and production data across operating units. 

Mason started his career at The Williams Companies in cybersecurity and transitioned to cybersecurity at ConocoPhillips where he found his passion for Data Analytics through SIEM management, detection engineering, and threat intelligence.

Grace Sun

Bachelor’s in Finance & Accounting | Georgetown University

Former analytics engineer at Houlihan Lokey and financial analytics at JP Morgan Chase with a Bachelor’s in Finance & Accounting at Georgetown University

Grace is a seasoned analytics engineer with specialized expertise in crafting and implementing analytics solutions that drive agile, informed executive decisions in M&A and value creation for private equity-backed companies.

Before joining Teragonia, Grace was a part of the data science and business analytics team at Houlihan Lokey. She has excelled in harmonizing, enriching, and analyzing data from diverse sources, providing key insights that enabled private equity investors and portfolio company executives to make rapid, data-driven decisions across the investment lifecycle. She has developed novel analytics solutions, including deal sourcing and evaluation tools for platform investments that employ a buy-and-build or de novo growth strategy, as well as post-close value creation and KPI reporting tools for operators and management teams.

Grace has also worked at JPMorgan Chase & Co. in the Global Finance and Business Management rotational program, where she built analytics solutions to evaluate banker attrition and KPI reporting within the Global Private Bank.