ValueWorks

ValueWorks is an intelligence platform developed to provide businesses with comprehensive reporting, analytics, and decision-making support. Its primary goal is to enhance transparency, efficiency, and operational agility. The platform is suitable for businesses of all sizes, including startups, midsize companies, and small to medium enterprises (SMEs). It caters to a wide range of professionals and industries, including founders, CEOs, CFOs, COOs, investors, boards, sales management, executive management, business development, marketing, consulting, finance, operations, and sales and marketing professionals. Private equity and venture capital firms can also benefit from the platform's capabilities.

Key Features

Intelligent Group Reporting: ValueWorks offers intelligent group reporting for holdings, groups, and their individual entities. This feature provides transparency and facilitates business planning, steering, and OKR (Objectives and Key Results) tracking within a unified system.

Self-Service Oriented User Interface: ValueWorks provides a user-friendly interface tailored for the group management team. Users can evaluate company performance based on fundamental KPIs and compare group performance over time.

Portfolio Performance Mapped in One System: ValueWorks enables easy comparison of KPIs across portfolio companies and external benchmarks. It supports internal comparison across portfolio companies, utilizing standardized KPI definitions for a consistent view.

Systematic Onboarding Process: ValueWorks offers a well-structured onboarding process to ensure seamless integration and efficient functionality. This process includes analyzing the initial situation, defining the desired outcome, and implementing the system.

Automated Data Quality Checks for Integrations: ValueWorks simplifies the integration process by providing "plug & play" integrations to operational systems. The platform includes automated data quality checks to ensure the accuracy and reliability of integrated data.

Sales Funnel Management: ValueWorks provides a comprehensive sales funnel management system designed to optimize the sales process for startups and midsize companies. It offers a structured view of the sales process, from lead generation to deal closure, enabling effective tracking and monitoring of leads at each stage.

CRM Integration: ValueWorks seamlessly integrates with existing CRM systems, enabling smooth data transfer and synchronization. This integration empowers sales teams to access relevant customer and lead information within the ValueWorks platform.

Analytics and Reporting: ValueWorks offers advanced analytics and reporting capabilities to track and measure sales performance. Users can generate customizable reports and visual dashboards to gain valuable insights into key sales metrics and trends.

Forecasting and Predictive Analytics: ValueWorks utilizes forecasting and predictive analytics to generate accurate sales forecasts and identify potential revenue opportunities. This feature helps businesses make informed decisions based on data-driven insights.

Collaboration and Task Management: ValueWorks provides collaboration and task management features to enhance communication and improve team productivity. Users can easily assign tasks, set deadlines, and track progress within the platform, ensuring effective collaboration and transparency.