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Opportunity
A Global Investments firm’s private
equity group needed to assess a
Healthcare company that was ripe for
a takeover.They wished to address the
prospective company’s competitive
advantage- both technologically
and functionally relative to its direct
competitors. Some key areas they
wanted to address were
•	 Data security (due to
involvement of PHI data),
•	 System scalability,
•	 Competitiveness,
•	 & Cost Implication.
The client brought WGroup in to do
a rapid assessment of IT software to
identify key strengths and weaknesses
from a technical and functional
standpoint translating it to customer
impact, competitive advantage, fit with
company’s future growth, security
and compliance with all relevant legal
requirements. Specifically WGroup
worked on
•	 Assessing the current state of the
software platform owned by the
Healthcare company along three
parameters (security, scalability
and competitive positioning)
•	 Helping the Healthcare company
to create a future state software
platform with the goal of developing
quick and pragmatic improvements
to ensure that it met the expected
evolution of the software
landscape, scalability needs as well
as maintainability of software
•	 Building a roadmap of initiatives
needed to go from current state
to future state showing the most
valuable items that should be
addressed as soon as possible
Approach
WGroup’s approach was to perform
the due diligence and collect the
necessary information through
questionnaires, interviews, demo’s etc.
in order to understand and assess the
current use cases, technical platform,
development environment, security
processes and protocols. As part of the
assessment WGroup also evaluated the
company from an overall prospective
to determine how it was competitively
positioned vs. its direct competitors.
WGroup took the following steps
to gather the necessary information
and make recommendations:
•	 Performed a baseline assessment
to understand existing software
platform capabilities
•	 Assessed technology, functionality,
compliance (including security),
strategy, people, process and data
and compared against leading
competitors to identify gaps
Drive Your Business
IT Due Diligence for Private
Equity Firm
Private Equity | IT Assessment
1
AGlobal Investment
firm’s private equity
group was unsure of
whether a target Healthcare
company was a valuable
addition to their growing
portfolio. They enlisted
WGroup to assess the
competitive position of
the company overall as
well as the functionality of
a key software platform
owned by the company.
WGroup Assists a Private Equity Firm with a Due
Diligence IT Assessment for an Acquisition
•	 Analyzed existing platform
software, evaluation approach &
plans and made recommendations
for “quick wins”
•	 Defined next steps to aggressively
move ahead with evaluation
of recommendations
•	 Developed a high-level future-state
model and phased roadmap, relative
to people, process and technology
•	 Provided an overall assessment of
whether the software was clearly
superior to its direct competitors as
a source of clear advantage for the
Healthcare company
Insights & Advice
WGroup assessed the client’s
software from all angles (security,
scalability, competitiveness and cost
implications) and found that several
areas for improvement existed.
WGroup created a roadmap for the
initiatives that mapped out how the
client could achieve these goals.
WGroup’s recommended short-term
goals included security and
functionality:
•	 Enhancing software mobility
features to allow submissions
through mobile devices and to
match competition offerings
•	 Substantial enhancements in
network, application and data
security
•	 Automation of current processing
platform as upper limit to current
business model was envisioned
within 2 years
Mid-term goals addressed scalability
and competition:
•	 Implementation of personal EHR
solution within its HR offering to
enable better patient disease
prevention
WGroup
2
•	 Service Oriented Platform with
regional competitive models
scalable across other countries
•	 Additional skill sets needed
within the organization to enable
all initiatives recommended
Long-term goals included adjustments
to business model and current services:
•	 Augmentation of current data
with publicly available data
•	 Analytics across all client data
to enable correlation of disease
onset with other precursors
•	 Tiering of current services as well
as specific additional services that
were recommended to the client
WGroup recommended several
software investments that the client
could make to address these goals.The
transformation path included what it
would take from a security, technology,
functionality and competitiveness
standpoint. WGroup also outlined the
key emerging trends in the healthcare
software area and what implications
this may have on the client.
In addition, WGroup gathered data
from target’s customers and its
competitors. WGroup addressed the
defensibility of the target company
from insurance companies and other
competitors and how the market
could potentially evolve in the next
few years. WGroup evaluated the
potential liability from security risks
to the target and compared it against
the insurance policies purchased by
the target. WGroup worked with legal
team to assess legal implications of data
privacy in all geographies the company
operated in or planned to operate in.
Finally, multiple platforms used by the
target within different geographies
were evaluated and one target platform
was recommended as the end state.
“The PE firm was able to
assess the statements
of the target company,
evaluate risks and assess
the competitiveness of
the target firm from a
technology perspective to
make an informed decision.
The firm is an enthusiastic
reference for WGroup. “
Pankaj Argarwal
Principal, WGroup
Results
This short assessment was used by the
Private Equity firm for making key
decisions on whether or not this
company would be a valuable addition
to their portfolio. As part of the
supporting materials they were
provided with
•	 Current state of software along
several dimensions such as security,
competitiveness and scalability
•	 Key business security imperatives/
priorities that software platform
processes and capabilities must
support going forward
•	 Software platform recommendations
•	 Initial improvement projects that
are candidates for initiation
•	 Future strategy, people and data
recommendation groupings
Private Equity
3
Contact Us
WGroup
301 Lindenwood Drive, Suite 301
Malvern, PA 19355
610-854-2700
CPG_OSRNGCS_100312_006
About WGroup
Founded in 1995, WGroup is a boutique management consulting firm
that provides Strategy, Management and Execution Services to
optimize business performance, minimize cost and create value. Our
consultants have years of experience, both as industry executives and
trusted advisors, to help clients think through complicated and pressing
challenges to drive their business forward.
For more information on WGroup, visit http://thinkwgroup.com
WGroup was able to assess
•	 If target’s technology platform
was unique and superior to its
competitors
•	 Whether people, processes and
systems were capable of supporting
future growth
•	 Potential risk exposure not covered
by insurance policies
•	 Implication of current company
platform and strategy on client
retention and future client signups
•	 How the market might evolve and
affect this landscape in a significant
manner and countermeasures needed
in medium term
•	 How the company and local market
compared to international market
segment and its key players
•	 What actions could be taken to
increase competitiveness, reduce cost,
reduce risk and improve business
value as well as roadmap them as an
implementation plan

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IT due diligence for private equity firm

  • 1. Opportunity A Global Investments firm’s private equity group needed to assess a Healthcare company that was ripe for a takeover.They wished to address the prospective company’s competitive advantage- both technologically and functionally relative to its direct competitors. Some key areas they wanted to address were • Data security (due to involvement of PHI data), • System scalability, • Competitiveness, • & Cost Implication. The client brought WGroup in to do a rapid assessment of IT software to identify key strengths and weaknesses from a technical and functional standpoint translating it to customer impact, competitive advantage, fit with company’s future growth, security and compliance with all relevant legal requirements. Specifically WGroup worked on • Assessing the current state of the software platform owned by the Healthcare company along three parameters (security, scalability and competitive positioning) • Helping the Healthcare company to create a future state software platform with the goal of developing quick and pragmatic improvements to ensure that it met the expected evolution of the software landscape, scalability needs as well as maintainability of software • Building a roadmap of initiatives needed to go from current state to future state showing the most valuable items that should be addressed as soon as possible Approach WGroup’s approach was to perform the due diligence and collect the necessary information through questionnaires, interviews, demo’s etc. in order to understand and assess the current use cases, technical platform, development environment, security processes and protocols. As part of the assessment WGroup also evaluated the company from an overall prospective to determine how it was competitively positioned vs. its direct competitors. WGroup took the following steps to gather the necessary information and make recommendations: • Performed a baseline assessment to understand existing software platform capabilities • Assessed technology, functionality, compliance (including security), strategy, people, process and data and compared against leading competitors to identify gaps Drive Your Business IT Due Diligence for Private Equity Firm Private Equity | IT Assessment 1 AGlobal Investment firm’s private equity group was unsure of whether a target Healthcare company was a valuable addition to their growing portfolio. They enlisted WGroup to assess the competitive position of the company overall as well as the functionality of a key software platform owned by the company. WGroup Assists a Private Equity Firm with a Due Diligence IT Assessment for an Acquisition
  • 2. • Analyzed existing platform software, evaluation approach & plans and made recommendations for “quick wins” • Defined next steps to aggressively move ahead with evaluation of recommendations • Developed a high-level future-state model and phased roadmap, relative to people, process and technology • Provided an overall assessment of whether the software was clearly superior to its direct competitors as a source of clear advantage for the Healthcare company Insights & Advice WGroup assessed the client’s software from all angles (security, scalability, competitiveness and cost implications) and found that several areas for improvement existed. WGroup created a roadmap for the initiatives that mapped out how the client could achieve these goals. WGroup’s recommended short-term goals included security and functionality: • Enhancing software mobility features to allow submissions through mobile devices and to match competition offerings • Substantial enhancements in network, application and data security • Automation of current processing platform as upper limit to current business model was envisioned within 2 years Mid-term goals addressed scalability and competition: • Implementation of personal EHR solution within its HR offering to enable better patient disease prevention WGroup 2 • Service Oriented Platform with regional competitive models scalable across other countries • Additional skill sets needed within the organization to enable all initiatives recommended Long-term goals included adjustments to business model and current services: • Augmentation of current data with publicly available data • Analytics across all client data to enable correlation of disease onset with other precursors • Tiering of current services as well as specific additional services that were recommended to the client WGroup recommended several software investments that the client could make to address these goals.The transformation path included what it would take from a security, technology, functionality and competitiveness standpoint. WGroup also outlined the key emerging trends in the healthcare software area and what implications this may have on the client. In addition, WGroup gathered data from target’s customers and its competitors. WGroup addressed the defensibility of the target company from insurance companies and other competitors and how the market could potentially evolve in the next few years. WGroup evaluated the potential liability from security risks to the target and compared it against the insurance policies purchased by the target. WGroup worked with legal team to assess legal implications of data privacy in all geographies the company operated in or planned to operate in. Finally, multiple platforms used by the target within different geographies were evaluated and one target platform was recommended as the end state. “The PE firm was able to assess the statements of the target company, evaluate risks and assess the competitiveness of the target firm from a technology perspective to make an informed decision. The firm is an enthusiastic reference for WGroup. “ Pankaj Argarwal Principal, WGroup
  • 3. Results This short assessment was used by the Private Equity firm for making key decisions on whether or not this company would be a valuable addition to their portfolio. As part of the supporting materials they were provided with • Current state of software along several dimensions such as security, competitiveness and scalability • Key business security imperatives/ priorities that software platform processes and capabilities must support going forward • Software platform recommendations • Initial improvement projects that are candidates for initiation • Future strategy, people and data recommendation groupings Private Equity 3 Contact Us WGroup 301 Lindenwood Drive, Suite 301 Malvern, PA 19355 610-854-2700 CPG_OSRNGCS_100312_006 About WGroup Founded in 1995, WGroup is a boutique management consulting firm that provides Strategy, Management and Execution Services to optimize business performance, minimize cost and create value. Our consultants have years of experience, both as industry executives and trusted advisors, to help clients think through complicated and pressing challenges to drive their business forward. For more information on WGroup, visit http://thinkwgroup.com WGroup was able to assess • If target’s technology platform was unique and superior to its competitors • Whether people, processes and systems were capable of supporting future growth • Potential risk exposure not covered by insurance policies • Implication of current company platform and strategy on client retention and future client signups • How the market might evolve and affect this landscape in a significant manner and countermeasures needed in medium term • How the company and local market compared to international market segment and its key players • What actions could be taken to increase competitiveness, reduce cost, reduce risk and improve business value as well as roadmap them as an implementation plan