Stout provided data visualization strategy and portfolio analytics services for a leading middle-market private equity firm. The firm was looking for ways to better manage large amounts of complex data to identify trends and issues impacting performance across the portfolio. Stout developed the strategy for data visualization and the underlying technology architecture to manage the collection, aggregation, and analyses to be visualized.

The Stout team integrated data across enterprise resource planning and customer relationship management platforms, HR and payroll systems, publicly available third-party data sources from government agencies, and industry-specific platforms, including real estate fund management and mapping software.

The dashboards resulted in a single source of truth that fund managers could visualize in a single portal, which contained static, dynamic, and real-time performance metrics on a consolidated and individual company basis. Dynamic data models enabled managers to self-service additional queries and conduct “what-if” analyses for each industry vertical, enabling the manager to take control of the platform and forecast.