The ERP Partner for Private Equity Value Creation
Volt helps PE firms and portfolio companies modernize ERP, unify data, and build scalable operations using Microsoft Dynamics 365 Business Central and the Microsoft ecosystem.
- Fragmented Systems
- Disconnected ERPs across portfolio companies
- Inconsistent KPIs and reporting definitions
- Weak master data governance and data quality
- Visibility Gaps
- Slow close, manual consolidation, spreadsheet dependency
- Poor inventory visibility and margin leakage
- Limited insight into working capital drivers
- Integration Friction
- Add-on acquisitions create data silos
- Carve-outs complicated by legacy dependencies
- Platform systems not designed for roll-ups
- Operational Drag
- Security and controls gaps across portfolio
- Low adoption from poorly executed 'big bang' projects
- Tech debt blocking AI and analytics initiatives
Result: Delayed Value Creation & Exit Risk
- Common chart of accounts and dimension structures
- Standardized procurement and approval workflows
- Unified vendor and customer master data governance
- Reusable templates that accelerate future implementations
- Automated consolidation and intercompany eliminations
- Standardized KPI definitions across portfolio
- Real-time dashboards for operating reviews
- Board-ready reporting packages on demand
- Role-based approval workflows with delegation rules
- Complete audit trails for all transactions
- Automated compliance controls and exception flagging
- Multi-currency and multi-entity support
- Pre-built connectors for common business applications
- API-first design for rapid system integration
- Data lake architecture for cross-portfolio analytics
- Designed for add-on acquisition data migration
- Real-time inventory across locations and channels
- Order lifecycle management from quote to fulfillment
- Landed cost and margin visibility by product and channel
- Demand planning and replenishment automation
- Multi-company management in single environment
- Automated intercompany transaction handling
- Consolidated reporting with drill-down capability
- Currency translation and elimination journals
- Role-based access control with granular permissions
- Data classification and sensitivity labeling
- Comprehensive audit logging and retention
- SOC 2 and compliance-ready infrastructure
Portfolio Standardization
- Common chart of accounts and reporting dimensions
- Standardized procurement and vendor management
- Unified approval workflows across portfolio
- Reusable implementation templates
Reporting & Visibility
- Accelerated monthly close processes
- Real-time KPI dashboards and operating metrics
- Standardized board and investor reporting
- Drill-down from consolidated to entity-level
Integration & Add-on Readiness
- Data migration playbooks for acquisitions
- Pre-built connectors for rapid integration
- API-first architecture for flexibility
- Cross-portfolio data lake architecture
Controls, Security & Auditability
- Role-based access with segregation of duties
- Complete audit trails and change logs
- Automated compliance monitoring
- SOC 2-ready infrastructure
Change Management & Adoption
- Role-based training programs
- User adoption metrics and tracking
- Change communication frameworks
- Executive sponsor enablement
Optimization & Continuous Improvement
- Ongoing system health monitoring
- Process improvement identification
- Microsoft update management
- Performance optimization reviews
The Volt approach: AI is only as good as the operating data beneath it, Volt standardizes systems and data so AI becomes usable, not experimental. We help portfolio companies build the foundation that makes AI actionable.
How fast can we standardize a portfolio company on Business Central?
Implementation timelines vary based on complexity, but our repeatable playbooks and pre-configured templates typically accelerate deployment by 30-40% compared to starting from scratch. A mid-sized portfolio company can often go live in 4-6 months with core finance and operations functionality.
Do you support roll-ups and add-on acquisitions?
Yes. We design platform implementations with add-on readiness in mind, standardized data structures, integration architecture, and data migration playbooks that make onboarding acquisitions faster and lower-risk. Many of our PE clients use us as their ongoing integration partner for tuck-ins.
What's your approach to carve-outs?
Carve-outs require careful separation of systems, data, and processes from the parent company. We help identify dependencies, architect the standalone environment, migrate relevant data, and establish the governance and controls needed for independent operation, all while minimizing disruption to ongoing operations.
How do you drive adoption after go-live?
Adoption is where many implementations fail. We build adoption into the project from day one with role-based training programs, change management frameworks, executive sponsor enablement, and post-go-live support. We also track adoption metrics and address resistance early.
How do you create consistent reporting across a portfolio?
Standardization starts with common chart of accounts, dimension structures, and KPI definitions. We help establish reporting templates and governance that create comparability across portfolio companies—enabling portfolio-level visibility while respecting entity-level operational needs.
What's required to make AI useful across our portfolio?
AI requires structured, governed data to be actionable. Most portfolio companies need to first standardize their ERP and data governance before AI delivers real value. We help build that foundation, clean master data, consistent processes, and governed workflows, so AI becomes usable, not experimental.
Can you work with our operating partners and deal teams?
Absolutely. We regularly partner with operating teams during diligence to assess technology posture and develop IT roadmaps. Post-close, we work alongside operating partners to execute technology transformation as part of the broader value creation plan.
What ongoing support do you provide after implementation?
We offer continuous improvement services that extend throughout the hold period, system optimization, Microsoft update management, process improvement, and support for add-on integrations. Technology evolves, and we're here for the long term.
How do you handle multi-entity and consolidated reporting?
Business Central supports multi-company environments with automated intercompany handling, consolidated reporting with drill-down capability, and currency translation. We configure the consolidation architecture based on your holding company structure and reporting requirements.
What security and compliance capabilities are included?
Microsoft's cloud infrastructure provides enterprise-grade security. We configure role-based access control, segregation of duties, complete audit trails, and automated compliance monitoring. The platform supports SOC 2 requirements and provides the auditability needed for exit-readiness.