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:
The result is fragmented execution and unrealized value.
RoboHen makes operational improvement repeatable at portfolio scale.
Related Insights
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
Proven Workflow Patterns
We start with workflows that have already delivered results in one or more companies and formalize them into reusable patterns.
Controlled Local Adaptation
Each portfolio company has different systems and maturity. We adapt workflows without breaking standardization.
Incremental Rollout
Workflows are deployed in phases to avoid disruption and ensure adoption.
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.