Standardize and Scale Operational Workflows Across Your Portfolio

Apply proven workflows across portfolio companies. Repeatable operational improvements, faster execution, and measurable EBITDA impact.

Why operational improvements do not scale automatically

Most PE firms face the same challenge after acquisition:

every company runs core workflows differently
approvals, controls, and reporting vary widely
best practices stay trapped in individual companies
operating partners lack real-time visibility
efficiency gains depend on local heroes
integration initiatives take too long
process improvements do not survive leadership changes

The result is fragmented execution and unrealized value.

RoboHen makes operational improvement repeatable at portfolio scale.

What We Standardize Across the Portfolio

The same solutions, applied consistently

Finance

Standardize financial execution without replacing existing systems.

  • invoice processing
  • accounts payable
  • purchase order approvals
  • expense validation
  • audit and compliance workflows

Outcome

Faster closes, fewer errors, consistent controls, reduced SG&A.

How PE Solutions Work

A portfolio-first execution model

01

Proven Workflow Patterns

We start with workflows that have already delivered results in one or more companies and formalize them into reusable patterns.

02

Controlled Local Adaptation

Each portfolio company has different systems and maturity. We adapt workflows without breaking standardization.

03

Incremental Rollout

Workflows are deployed in phases to avoid disruption and ensure adoption.

04

Ongoing Oversight

Operating partners gain visibility into execution, exceptions, and performance trends.

Why PE Firms Choose RoboHen

  • Clear Logic — documented workflows that survive staff turnover
  • Human Oversight — control points for critical decisions
  • Predictable Execution — workflows that run reliably everywhere

Operational improvements become a durable asset, not a temporary project.

Results at Portfolio Scale

  • faster integration and execution post-close
  • lower operational risk and fewer failures
  • less reliance on local heroes
  • fewer operational errors and rework
  • improved compliance and audit readiness
  • consistent KPIs across portfolio companies
  • less dependency on individual management teams
  • repeatable EBITDA improvement

Real-World Portfolio Scenarios

Typical use cases

AP Standardization

Standardizing AP workflows across multiple acquisitions for consistent financial control.

Consistent Onboarding

Rolling out consistent onboarding and access controls to reduce risk during growth.

Unified Reporting

Unifying reporting logic across entities for comparable portfolio-wide metrics.

Post-Close Acceleration

Accelerating operational improvements immediately post-close to realize value faster.

Efficient Scale

Reducing manual overhead across the portfolio without increasing headcount.

Ready to Standardize Your Portfolio?

Review your portfolio structure and operational challenges to identify standardization opportunities.