HALitics brings together a set of mutually reinforcing digital technologies to deliver cost effective, enterprise class capabilities for private equity backed mid-market companies in performance management, financial planning & analysis, business process automation and AI-powered decision support tools. Unleash your digital transformation.
Automated data warehouse.
Traditionally, building a robust data warehouse to support your analytics and reporting needs required specialized IT and DBA skills and tools that most mid-market companies do not have in house. Sure, specialized professional services firms can build and maintain a custom solution but at a significant cost. HALitics changes all that. Our cloud platform automatically accesses, unifies and prepares data from almost any source and automates the build, optimization and deployment of a data warehouse in minutes or hours not days or weeks like traditional solutions with no infrastructure needed. Integrating your data into a secure, enterprise grade, governed data hub in the cloud gives you the ability to drive true cross-functional, cross-business and cross-data source analytics using Power BI, Tableau or any other tool with no investment in infrastructure required.
Our advanced Smart Connectors do more than simply connect to a data source. They come with pre-built data models that take the raw transactional data from many common ERP systems, perform automated data transformation and calculation tasks, add 'reporting dimensions' missing from the underlying source, and map your data into our Unified Data Layer. These steps are typically the biggest time sinks when implementing most BI and performance management solutions. Our current smart connectors are listed below but check back often as we continue to add new connectors to support more source systems.
Unified data layer.
While every ERP system is different with different table structures and naming conventions they all have many common elements such as customers, locations, products, sales orders, purchase orders etc. Building on more than a decade working with some of the most common ERP systems our data hub platform understands the data structures behind each system and maps each system into a common or unified data layer. This layer also creates common KPI calculations and re-labels often hard to understand field names from source systems into plain English descriptions that your analysts will understand when building reports and analytics.
This all means our pre-built analytics and dashboards can be built once, pointing at the unified data layer, and yet work out of the box with every source system for which we have a smart connector saving you time and money to implement. The unified data layer also makes it a snap to combine data from different ERP instances for consolidated reporting -- which is especially powerful when integrating add on acquisitions into a platform company.
Pre-built analytics & dashboards.
Once your data is mapped and loaded to our unified data layer we automatically generate thousands of pre-built KPIs, reports, management dashboards and specialized analytics. Reporting and analytics categories include marketing analytics, sales pipeline, customer and channel revenue and profitability analysis, pricing optimization, cost productivity, labor analytics, purchasing optimization, inventory management, delivery & customer service performance and of course full financial statements. Our pre-built solutions should give you 80% or more of what you need to run your business as well as analytic tools that help you identify and capture new improvement opportunities.
This approach saves hundreds of report building professional service hours compared to other solutions which allows you to focus your limited bandwidth and investment on tweaking or customizing just the most critical 10-20% to ensure HALitics reporting, dashboarding and analytics fits your business like a glove. Bottom line: save you $20,000 to $100,000 in implementation costs and shorten time to value by several months while delivering high quality professionally built analytics, dashboards and reporting that can still be tailored to your specific needs.
Planning & budgeting module.
Coming Soon! Now that your ERP data is mapped and loaded to our unified data layer it becomes much faster and easier to implement world class planning, budgeting and forecasting processes and tools with much lower upfront costs. We do all the heavy lifting for you by pre-building a robust financial planning and reporting module that integrates seamlessly with our unified data layer.
Subscribe to the HALitics planning & budgeting module and you can be up and running with a powerful financial reporting and planning solution in days not months. Enjoy more timely, consistently formatted, error-free and automatically distributed financial statements, variance analysis and board packages. Easily consolidate multiple acquired entities using different ERPs. Add robust budgeting and rolling forecast workflows. Regularly sync changing portfolio company results to refresh your private equity investment models.
Rapid application development module.
Part of any digital transformation involves automating business processes, digitizing customer touch points and building self-serve functionality for customers, vendors and employees alike. But your legacy systems are inflexible and replacing them takes too long and costs too much money.
The solution: use our no-code rapid application development module to quickly build out new functionality and automated processes that connect, extend and happily co-exists with all your legacy systems with full CRUD (Create, Read, Update, and Delete) capabilities. What used to take months and highly specialized resources to scope, code and maintain can now be achieved in just days or sometimes even hours. Gone are the days of time consuming business requirements gathering to drive complex fixed scope multi-month development projects that often fall short of meeting your real needs. Instead our platform allows you to rapidly build, test and deploy new modular pieces of functionality yet easily modify them and iterate your way to a killer solution.
Automated machine learning module.
Coming Soon! AI and machine learning have been gaining a great deal of attention and do indeed have the potential to fundamentally transform many industries. Essentially machine learning techniques can massively reduce the cost and improve the accuracy of predicting things with obvious important ramifications for most businesses. But building actionable machine learning models requires large quantities of very well organized, quality controlled, constantly refreshed data together with highly specialized, and increasingly scarce, technical resources to build, test and deploy those models.
The HALitics automated machine learning module, working in concert with our data hub platform, greatly simplifies and accelerates the process of employing real world AI in your business. Clean, well organized data aggregated from multiple source systems is drawn from data hub to feed the machine learning engine. This engine then automates much of the heavy lifting normally performed by scarce data scientists. It identifies important variables, splits data into training and testing batches, selects a range of suitable ML algorithms to test, optimizes data formatting to maximize each model's performance, runs data through dozens of competing models, identifies the top performing models, tweaks model parameters to optimize performance, creates 'ensemble' models combining elements of other models, deploys the winning model into production and manages/optimizes the ongoing model learning feedback cycle to drive continuous improvement in model predictive performance.
Built by Private Equity professionals for PE backed mid-market companies.
HALitics was born from our frustration as private equity operating professionals with finding the right technology solutions to robustly measure mid-market portfolio company performance and help company management deliver on stretching value creation plans quickly and cost effectively. Many of the same underlying fundamentals are also essential ingredients to unleashing portfolio company digital transformation.
Essentially we scour and evaluate hundreds of technology solutions and bring together the best of breed in each category and then interconnect them in a way that greatly reduces the cost and complexity of implementation, improving time-to-value to better match the pressure and time constraints of private equity ownership. Implementing HALitics early in an investment helps company managers and PE owners drive more value creation faster and so ensure superior investment returns.
Our smart connectors.
The systems shown below have smart connectors that automate much of the painstaking work needed to build out a robust data warehouse and business intelligence solution. This enables incredibly rapid (in days, not weeks or months) implementation of our data hub platform and pre-built reporting and analytics solutions.
No smart connector available for your accounting or ERP system? Not a problem! It will take a bit longer and cost a bit more but we can connect to almost any system and map your data to our unified data layer to drive reporting, or build custom data models and reporting if needed to meet your specific needs. We can marry and combine data from almost any source with almost any other source, whether cloud, on premise or both. Here are is a list of our other currently supported connections. Please inquire if your source is not listed as we regularly add new connectors and in many cases can custom build a connector to meet your needs.