Industry

SMEs and Family Businesses

Growing companies that need to professionalise management without losing agility.

Challenges

Main challenges

  • Decision-making concentrated in one or two people
  • Informal processes that do not scale
  • No indicators to track growth
  • Succession and governance largely unprepared
Indicators

Relevant indicators

  • Margin per business line
  • Projected cash flow
  • Productivity per employee
  • Profitability per client
Automation

Processes that can be automated

  • · Monthly reporting for leadership
  • · Approvals and internal control
  • · Invoicing and collection
  • · Client communication

Analyse opportunities in my industry.