Architect of Value: The CFO's Playbook for Data & AI that Drive Results
Navigate the Data & AI landscape and drive measurable EBITDA growth with proven playbooks from Fintech, Healthtech, E-commerce, and Logistics leaders.
27 Systems
Diverse data systems create operational friction.
$7M Saved
One client avoided a doomed investment.
Margin → EBITDA
Minor gross margin improvements deliver significant EBITDA lift.
4 Strategic Plays
Capital allocation, pricing, operations, predictive decisions.
The CFO's Data & AI Dilemma
Every CFO is currently dealing with the pressure of making AI investments. Yet many are still mired in the complexities of modernization.
The Pressure
You need to drive EBITDA growth, optimize capital allocation, and improve cash conversion, all while avoiding costly false starts.
The Confusion
The challenge isn’t a lack of solutions. It’s knowing where to start, which technologies fit your business, and how to prioritize investments that deliver measurable ROI.
The Stakes
Without objective data and a consistent framework, you’re forced to make high-stakes decisions based on incomplete information and gut instinct.
Four Value Creation Playbooks
Real-world plays from real CFO offices. Your business likely has 1-3 that apply. The key is identifying which ones relates to your business before you invest.
Pricing & Profitability Optimization
Stop leaving money on the table. Get granular visibility into SKU-level and customer-level profitability to identify margin leaks and enhancement opportunities.
- Unified profitability dashboards across ERP, CRM & systems
- AI-powered guided quoting with real-time margin impact
- Price elasticity modeling to predict volume impact
Data-Driven Capital Allocation
Transform capital allocation from guesswork to science. Compare projects on an apples-to-apples basis and optimize your capital investments for risk-adjusted return.
- Real-time data platform with internal & external market data
- AI-powered business case templates with validation
- Scenario modeling and Monte Carlo simulations
Unlocking Operational Cash
Free cash locked in operations by extending your ERP. Multiply your team's output with AI and automation—without constantly adding headcount.
- Exception-only workflows .
- Automated AP processing.
- AI-powered journal entries & reconciliations.
AI Readiness & Governance
Build the data foundation required for AI success. Implement governance frameworks that enable innovation while managing risk and compliance.
- Modern data stack assessment and optimization
- Data governance frameworks aligned with PE timelines
- AI pilot programs with measurable ROI tracking
Brought to You by Three Complementary Partners
Domo
The AI and data platform that connects your systems, automates workflows, and delivers real-time insights to CFOs and their teams.
BlueYeti
Modern Data Stack Center of Excellence specializing in driving business value outcomes with data for mid market companies.
Altus Nova
Highly specialized software development partner that helps companies discover opportunities, design roadmaps, and build custom solutions where platforms alone aren’t enough.
Download Your Free Playbook
Get the complete playbook with detailed case studies, frameworks, and ROI considerations to help you identify and prioritize the right data & AI investments for your business.
Real-World Case Studies
Learn from veterans operators from Vista Equity Partners, Fintech, Healthtech, E-commerce, and Logistics companies.
Business Value Frameworks
Plays aligned with business value timelines.
ROI Considerations
Quantify the impact before you invest—build board-ready business cases.
Ready to Drive Measurable Results?
The difference between a successful data initiative and a failed one often comes down to whether you started with the right questions or the wrong tool.
