About the firm
A specialist growth equity investor with a portfolio of over 100 companies across Europe, primarily targeting technology-enabled businesses. As the firm had scaled, both in assets under management and in the breadth of its portfolio, so too had the operational demands of data collection, monitoring, and reporting.
The Challenge: Getting a Complex Implementation Right First Time
The business had selected a portfolio monitoring solution for portfolio data collection, standardization and monitoring. With several team members having experienced challenges with past portfolio monitoring implementations, the business was committed to getting it right first time.
Conscious of common system implementation pitfalls with prior systems, like misconfigured requirements, poor adoption, and costly rework, the firm engaged Holland Mountain as a best practice advisor and implementation partner.
Portfolio monitoring implementations are rarely straightforward. We are often engaged to help firms re-implement or replace systems that have not been successfully adopted. We are always glad to support a firm to ensure successful rollout from the onset.
Kelvin Akinpelu, Senior Consultant at Holland Mountain
End-to-End Implementation Support: How Holland Mountain Ensured an Optimal Outcome
Holland Mountain provided best practice advice throughout the implementation, acting as an extension of the firm’s own team and an advocate for the business’s optimal requirements. We provide guidance, challenging requirements, where necessary, and supporting the team with heavy lifting.
01. Getting business requirements right from the start
Before configuration began, Holland Mountain ran in-depth requirements gathering sessions to understand the firm’s full range of complexities, and to give best practice advice on the optimal setup.
We benchmarked their objectives against peer practices and ensured that the solution design was scalable and positioned for strong adoption
02. Drawing on implementation experience to protect budget and timeline
Holland Mountain provides risk mitigation advice through the implementation, drawing on a wealth of previous experience to address challenges before they materially impact the project. We advised the firm on how best to structure the data collection process in line with system’s core features, ensuring the configuration was built on solid foundations from the outset. Addressing these risks early protects both budget and timeline.
03. Acting as an extension of the team, from kick-off to go-live
Holland Mountain served as the central project coordinator, maintaining momentum, holding the project to timeline, and ensuring clear ownership of every workstream.
Acting as an extension of the team, we managed the additional workload that any complex implementation demands, keeping the project on track without disrupting the business’s day-to-day priorities.
Where needed, we provided constructive challenges, helping to ensure configuration decisions remained aligned with the firm’s operating model and objectives, and scope was actively managed throughout.
04. Driving adoption across the business – internal teams and portfolio companies
Successful implementation is ultimately measured by adoption. Holland Mountain developed bespoke training materials for the firm’s internal investment and operations teams, ensuring every user had what they needed to engage with the system confidently from day one.
In parallel, we developed dedicated materials for portfolio companies responsible for submitting data, a critical but often overlooked part of any portfolio monitoring system rollout, and one that directly determines the quality of data the firm receives.
100+ Portfolio Companies. One source of truth.
The firm now has a single, consolidated source of data giving full visibility across 100+ portfolio companies, with standardised data collection processes in place across the portfolio.
Portfolio monitoring sits at the heart of how a firm operates, and getting it right isn’t straightforward. We work closely with the portfolio monitoring vendor to make sure the technology fits your business.
Kelvin Akinpelu, Senior Consultant at Holland Mountain
Holland Mountain helped get the solution design right from day one, caught potential problems early, and made sure the whole team – and their portfolio companies – were genuinely on board by launch.
How Holland Mountain can help
For more insights on how we help our clients digitalize portfolio monitoring, visit our website.
- Implementation: Best practice solution design and implementation, ensuring the system is configured optimally, fully embedded, and successfully adopted by the business.
- Managed services: System management, data quality monitoring, and driving adoption so your team gets lasting value from the platform.
