Curious on Integration Approaches — Data Ops in Roll-Ups

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by a searcher from University of Missouri - Columbia
in Chicago, IL, USA

1yr ago

Curious on Integration Approaches — Data Ops in Roll-Ups

Hey all — curious to get your thoughts. For those actively acquiring or operating in roll-up strategies, how do you approach integrating and normalizing data operations post-close? Kudos to anyone working in industries where recordkeeping, systems, and data hygiene are often weak or fragmented (a challenge I know well). In past roles, I’ve handled data ops across product, revenue, sales, and marketing channels — but always within software companies. Curious how folks here tackle it when rolling up multiple small businesses with inconsistent data environments. Any frameworks, playbooks, or key lessons you lean on? Thanks in advance!

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reply by a professional 1yr ago
from Yale University in Bedford, NH, USA

Hi Erick, I was an operator in a PE-backed manufacturing company where we had multiple acquisitions that resulted in operating across 4 different ERPs. Data was very messy and the translation of seemingly simple analyses took a lot of time. We evaluated an ERP consolidation but decided against it because of the ROI on a significant cash outlay. I think a lot of it comes down to your overall strategy and timeline. If you’re going to be a long-term holder, you can probably recoup the cost of a consolidation and data clean-up. But if you’re looking to sell any time soon, it’s probably better to keep the structure as is and simply invest in a team that’s adept at operating the current systems.

reply by a searcher 1yr ago
from Harvard University in New York, New York, United States

Hi Erick, I would get in touch with Scott Cara, who is solving this from a product perspective and get his perspective. His startup is called Elevate and might be able to help. redacted