Leading Indicator Systems

Sample Projects

Many types of leading indicator data can be leveraged to improve performance across the organization. Click any category above to display a brief case study.

Financial foresight

A multibillion dollar leveraged buyout (LBO) firm needed a way to insure that its portfolio companies were looking far enough ahead for potential "bumps in the road" that might negatively impact business performance and shareholder value.

Typically, portfolio firms operate independently. Financial reporting to management is most often historic — measuring what happened last month or last quarter. Lacking data that predicts future performance, LBO partners encountered major surprises from time-to-time. In an attempt to be forewarned and better prepared to discuss company performance, LIS Organizational Scans of employees and key customers are deployed in selected portfolio companies. Results from these scans serve as leading indicators of strengths, weaknesses, and potential problems. By identifying and acting on issues before they negatively impact performance and financials, unpleasant surprises are minimized while growth and profitability are enhanced. Broader deployment of assessment tools is now being considered.