Client Snapshot
Our client is a family-owned industrial equipment producer with $85M and they have 400 employees. The CEO, who also served as owner, struggled to keep up with siloed reporting across finance, operations, and HR. Each department worked in isolation, delivering fragmented reports that lacked consistency and timeliness. The executive team needed a way to consolidate insights and make proactive decisions.
The Challenge
The CEO spent hours every week consolidating departmental reports into spreadsheets. Finance reports often arrived two weeks after month-end, while operational performance metrics varied in format across plants. HR lagged in tracking turnover, compliance training, and labor productivity.
The tipping point came when the CEO missed a key opportunity to renegotiate supplier contracts because real-time purchasing data was unavailable.
The Solution
- Real-time KPI dashboards pulling from finance, operations, and HR.
- Predictive analytics for forecasting demand, supply chain risks, and cash flow.
- Natural language queries to answer executive questions instantly.
- Scenario planning tools to evaluate growth opportunities and risks.
Implementation Journey
MATRX was rolled out in four agile sprints:
- Sprint 1 (Weeks 1–2): Integrated ERP system for operational performance metrics.
- Sprint 2 (Weeks 3–4): Integrated CRM for sales pipeline visibility.
- Sprint 3 (Weeks 5–6): Integrated HRIS for workforce analytics and compliance tracking.
- Sprint 4 (Weeks 7–8): Delivered consolidated executive dashboards with predictive analytics and scenario planning.
The Results & Benefits
Within six months, MATRX delivered measurable executive-level impact:
| Metric | Before MATRX | After MATRX | Impact |
|---|---|---|---|
|
Reporting time |
2 weeks after |
Same-day access |
80% faster |
|
Decision-making |
Reactive |
Proactive |
Agility improved |
|
CEO time |
Spent on spreadsheets |
Focused on strategy |
Time reclaimed |
|
Growth planning |
Limited visibility |
Scenario-based |
Better outcomes |
Beyond measurable results, the CEO and leadership team reported greater confidence in decision-making. By eliminating delays and inconsistent reporting, MATRX positioned Highland to act on opportunities faster.
Testimonial
“MATRX gave me back my time. Instead of chasing reports, I spend my energy leading the business. Now, when I ask about sales or cash flow, I get an answer instantly. It’s like having a chief of staff powered by AI.” – CEO at a Manufacturing Company
Looking Ahead
Our client plans to expand MATRX with:
- Predictive supply chain analytics to anticipate vendor risks.
- AI-driven labor productivity modeling to optimize staffing.
- Strategic planning modules to evaluate acquisitions and new market entry.
With monthly enhancements included, MATRX will continue to serve as the executive’s single pane of glass for decision-making.
