Standardize and Scale Operational Workflows Across Your Portfolio

RoboHen helps private equity firms apply proven finance, operations, HR, and reporting workflows across portfolio companies. We deliver repeatable operational improvements, faster execution, and measurable EBITDA impact without disrupting local teams.

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 exists to make operational improvement repeatable at portfolio scale.

What We Standardize Across the Portfolio

The same solutions, applied consistently

RoboHen does not invent new processes for each company. We standardize the workflows that matter most, while allowing local flexibility where required.

Finance Workflows

Standardize financial execution without replacing existing systems.

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

Portfolio Impact:

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

Operations Workflows

Bring predictability to day-to-day execution.

  • service and request workflows
  • escalations and exception handling
  • logistics and fulfillment steps
  • SOP adherence

Portfolio Impact:

Higher throughput, fewer delays, improved service reliability.

HR Workflows

Reduce people-related risk during growth and integration.

  • onboarding and offboarding
  • access provisioning
  • document and policy management
  • compliance confirmations

Portfolio Impact:

Lower security risk, faster integration, consistent employee experience.

Reporting & Analytics Workflows

Give operating partners consistent visibility.

  • data aggregation
  • validation and reconciliation
  • recurring reports
  • executive summaries

Portfolio Impact:

Comparable metrics, faster insights, fewer reporting bottlenecks.

How PE Solutions Work

A portfolio-first execution model

RoboHen applies a disciplined approach designed specifically for PE environments.

1

Proven Workflow Patterns

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

2

Controlled Local Adaptation

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

3

Incremental Rollout

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

4

Ongoing Oversight

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

Why PE Firms Choose RoboHen

Designed for repeatability, not one-off wins

Traditional consulting and automation approaches struggle at portfolio scale.

RoboHen is different because we provide:

  • clear, documented workflow logic
  • human oversight where control matters
  • AI assistance with strict guardrails
  • predictable execution
  • workflows that can be reused across companies
  • no ERP rip-and-replace

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

Results at Portfolio Scale

What PE firms typically achieve

PE firms using RoboHen solutions consistently see:

  • 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

Most importantly, value creation becomes systematic.

Real-World Portfolio Scenarios

Typical use cases

  • standardizing AP workflows across multiple acquisitions
  • rolling out consistent onboarding and access controls
  • unifying reporting logic across entities
  • accelerating operational improvements post-close
  • reducing manual overhead without increasing headcount

These scenarios reflect how PE firms turn fragmented operations into scalable systems.

Ready to Standardize Your Portfolio?

Two ways to move forward

Book a portfolio consultation

Discuss your portfolio structure, priorities, and operational challenges.

Book Portfolio Consultation

Explore Portfolio Rollout services

Learn how we deploy standardized workflows across multiple companies.

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