Standardize and Scale Operational Workflows Across Your Portfolio
RoboHen helps private equity firms and multi-entity organizations roll out proven, reliable workflows across portfolio companies. We standardize execution, reduce operational friction, and deliver repeatable efficiency gains without disrupting local operations.
Why operational improvements fail to scale across portfolio companies
Most PE firms identify the same challenge after acquisition: what works in one company rarely transfers cleanly to another.
- every company runs the same process differently
- approvals, controls, and reporting vary widely
- best practices are difficult to replicate
- operating partners lack real-time visibility
- efficiency gains depend on individual management teams
- integration initiatives take too long and stall
"Portfolio Rollout exists to solve this exact problem."
We focus on workflows that are common across portfolio companies and deliver the highest leverage.
Who This Service Is For
Ideal for Firms That:
- manage multiple operating companies
- want consistent execution across entities
- need faster post-acquisition improvements
- seek repeatable EBITDA impact
- want operational visibility without micromanagement
- need to reduce SG&A across the portfolio
- aim to professionalize processes without heavy system replacement
Typically Led By:
Core Workflows That Drive Efficiency
We focus on high-leverage areas common across your portfolio.
Finance
Accounts payable, invoice processing, PO approvals, vendor onboarding.
Operations
Request handling, escalations, SOP compliance, cross-team handoffs.
HR
Onboarding, offboarding, approvals, document collection.
Reporting
Monthly reporting, KPI aggregation, management dashboards.
Each workflow is standardized where it should be and flexible where it must be.
A Repeatable, Low-Friction Rollout Model
Pattern Definition
We identify successful workflows, formalize logic, and define approvals to create a standardized blueprint.
Portfolio Adaptation
We adapt the standardized workflow to align with local systems and constraints while preserving core logic.
Controlled Rollout
We deploy workflows incrementally with phased onboarding, training, and early issue resolution.
Oversight & Optimization
We provide visibility into execution metrics and refine workflows based on real usage data.
What PE Firms Receive
This creates a durable operational asset, not a one-off initiative.
Measurable, Repeatable Portfolio Impact
Operational improvement becomes systematic, not dependent on individual teams.
Portfolio Rollout Builds on Proven Foundations
This service typically follows Workflow Discovery (to identify opportunities), the 90-Day Transformation (to prove value), and Implementation & Expansion (to refine patterns).
Ready to Standardize Your Portfolio?
Engagement Details
- Type: Phased rollout
- Scope: Multiple workflows, multiple companies
- Timeline: Aligned with acquisition plans
- Collaboration: Partners & local leadership
Book Portfolio Consultation
Discuss portfolio structure, priorities, and rollout strategy.
Need to identify opportunities first?
Start with Workflow Discovery