KPIs & Data Integration
A KPI framework, a data architecture across the systems that hold the inputs, and the dashboards that turn activity into decisions. Built for portfolio companies that have to report up and for founders who have run by gut and want to start running by number.
Who this is for
PE portfolio companies whose monthly board package is anecdotes and whose quarterly numbers are reverse-engineered. Founder-led firms whose leaders look at different reports and argue about whose numbers are right. Firms whose earn-out targets exist on paper and not in any operational dashboard.
What BSG delivers
A KPI framework grounded in the operating model, not borrowed from a generic staffing template. Recruiter activity, sales activity, fill velocity, gross margin per placement, provider retention, account performance, MSP/VMS performance, and the leading indicators that move the lagging numbers across every function that contributes to the P&L.
A data sources audit. Where the truth lives, where it is stale, where two systems disagree, where the integration logic is doing damage.
An integration architecture that resolves the disagreements. A single source of truth for each metric, with the upstream systems clearly accountable for the inputs.
Dashboard design tied to the leadership cadence. Not a wall of charts. The five things that drive the conversation in the weekly meeting.
A leadership cadence around the metrics, so they get used rather than referenced.
Embedded program management for data integrations that touch multiple systems and need sustained discipline through implementation.
How the engagement runs
60 to 90 days for framework, architecture, and initial dashboard. Ongoing monitoring or quarterly reviews available as separate engagements. Decision points at framework approval and at architecture approval.
What changes after
A single source of truth. A KPI cadence the leadership team runs. A board package the sponsor trusts. Earn-out tracking that is not a quarter-end fire drill. Decisions made on numbers rather than impressions.