Private equity digital services

Our cybersecurity team works to keep your portfolio secure by helping you meet industry standards, validating your cybersecurity practices and providing ongoing protection with managed services.

We can support your firm with the following:

• Cybersecurity standards: We help you define pragmatic cybersecurity standards for your portfolio, as well as assess and prioritize gaps in those standards within each company. We also go beyond evaluation, helping you remediate gaps and implement solutions to meet your established standards.
• Cybersecurity testing: Wipfli’s proprietary cybersecurity testing, including real-world attack simulations, helps you pinpoint vulnerabilities and potential cybercrime risks within your portfolio.
• Managed cybersecurity services: Wipfli’s managed cybersecurity services provide specialized solutions for monitoring, managing and enhancing organizational security. Our services include managed detection and response, Microsoft 365 security monitoring and security information and event management.

Democratizing data from across your portfolio is essential for monitoring compliance and performance and staying competitive.

Wipfli’s data and analytics services help you at any stage of your data journey, from organizing and storing your data securely to building a robust reporting stack. We help you consolidate your data and gain real-time access to insights about performance so that you can make informed decisions about how to create value.

Our services include:

• Centralizing data across departments to gain deeper insights into customers, products, services and projects.
• Data management and governance, including integration, iPaaS and data warehouse support.
• Data analytics and strategic planning to help you develop tailored data systems.
• Data managed services.

We can also help you improve data governance so that you can leverage predictive analytics and build a foundation for artificial intelligence and machine learning.  

Wipfli helps you implement or optimize CRM platforms to deliver hyper-personalized omnichannel customer experiences. Our team can help you select and customize solutions to increase leads, deliver high-value service, accelerate your sales pipeline and close deals faster.

Our CRM services include:

• CRM adoption effectiveness and optimization support.
• Industry-specific support that provides tailored solutions for industries, including construction, financial services and manufacturing.
• Integration support to connect data from your CRM with other enterprise solutions or marketing automation platforms.
• Data migration and cleansing services.
• Ongoing enhancements, training and maintenance support.

Wipfli’s range of industry-specific experience helps us tailor ERP implementation to the unique needs of individual portfolio companies. Whether you want to modernize with a cloud-based accounting system or better map an existing ERP to business processes, our team can help.

Our ERP services include:

• Implementation support for systems including Sage Intacct and NetSuite.
• Integration and data migration support to help unify data across critical business functions such as inventory, finance and HR.
• Training that uses proven change management practices to help increase adoption.
• ERP optimization.

Wipfli’s IT due diligence assessments review 11 key areas of enterprise technology to comprehensively assess the risks, costs and opportunities in a potential acquisition’s technology infrastructure.

We help you identify how technology may impact costs and uncover opportunities to use technology to enhance value. We can also help you assess and prioritize remediation paths for current state technologies that can lead to scalable growth and value creation.

The key areas we review:

1. IT infrastructure
2. Software and technology
3. Cybersecurity
4. Data management
5. IT governance
6. IT operations
7. IT strategy and alignment
8. IT financial management
9. IT human resources
10. IT vendor management
11. IT compliance and risk management