KPIs for PE-backed companies: Key metrics, systems and processes that drive growth

In this session, Chad Wonderling, CFO at Zone & Co, and Paul Morgis, Director of Management Consulting at RSM, will dive deep into the critical metrics PE-backed companies need to monitor for sustainable growth. Learn how the right systems and processes can rapidly impact these metrics, transforming your finance operations into a strategic advantage.

00:00 Welcome and Introduction
00:16 Overview of Zone and RSM Partnership
00:57 Role of CFO in PE-Backed Companies
01:45 Key Metrics and KPIs for PE-Backed Companies
05:04 Understanding the Rule of 40
10:06 Lead to Cash Process
11:56 Operational Challenges and Solutions
15:38 Building a Scalable Tech Stack
16:37 Data Governance and Reporting
18:39 Successful Quote to Cash Processes
23:20 Case Study: Zone's Optimization Journey
32:15 Q&A Session
38:12 Conclusion and Closing Remarks