— REFERENCES

Projects that created clarity.

Selected references from Finance & BI, process automation, software selection, and transformation — from mid-sized companies to international corporations.

Book a Scan View methodology

PULSE EVIDENCE SYSTEMMETHODICALLY VERIFIED

Structured EvidenceProcess reality, requirements, KPI logic, and stakeholder signals — tailored to the objective.

Standardized DeliverablesAudit-proof specifications, process maps, and decision matrices

Verified ImplementationExecution on Microsoft Power Platform, n8n, modern BI, and cloud architectures

Finance & Business IntelligenceTransformation & Value Creation

Software / infrastructure

Bentley Systems

One budgeting process for the entire group

Building an integrated budgeting process across all international subsidiaries — planning logic, ownership and group-level consolidation.

A group-wide budgeting process in which every entity plans to the same logic.

Transformation & Value Creation

Professional services / consulting

Staufen AG

Engaged by Valantic. Novemcore led the analysis workstream end to end — design, data collection and final presentation.

Sell-side commercial due diligence for the sale to Accenture

Preparing and running the sell-side commercial due diligence of Staufen AG for the sale to Accenture — building the equity story and stress-testing the growth assumptions before entering the process.

An equity story that held up under buy-side scrutiny.

Finance & Business Intelligence

Logistics / parcel delivery

DPD Deutschland

A KPI tower for operational steering

Building an integrated KPI tower that brings operational logistics metrics and financial steering figures into one consistent view — from site level up to the executive board.

A steering view in which operational and financial metrics finally speak the same language.

Transformation & Value CreationSoftware & Requirements

Agricultural machinery / industrial

AGCO

PMO for an international Salesforce rollout

Setting up and running the project management office for a Salesforce implementation — scope, schedule and dependency management, plus decision preparation for the programme leadership.

A rollout with real steering rather than reactive project management.

Transformation & Value Creation

Telecommunications / infrastructure

E.ON

Engaged by Altman Solon. Novemcore led the analysis workstream end to end — design, data collection and final presentation.

Commercial due diligence in the German fibre market

Assessing market development, rollout dynamics, the regulatory environment and competitive position in the German fibre market as part of a commercial due diligence.

A documented market and competitive view underpinning the investment decision.

Finance & Business IntelligenceProcess & Automation

Social sector / non-profit

Deutsches Taubblindenwerk gGmbH

From spreadsheet planning to a digital FP&A process

Planning, forecasting and reporting were spread across many spreadsheets and owners. Novemcore rebuilt the entire FP&A process — clear planning logic, defined roles and a single consistent data base.

An end-to-end planning and forecasting process the organisation runs on its own.

Finance & Business Intelligence

Software / infrastructure

Bentley Systems

A KPI system built on a Snowflake data warehouse

Designing and building an integrated KPI system on a Snowflake data warehouse — consistent metric definitions, data model and reporting architecture in one go.

A shared metric base that finance and the business functions both rely on.

Transformation & Value Creation

Professional services

Cinven

Engaged by Valantic. Novemcore led the analysis workstream end to end — design, data collection and final presentation.

Commercial due diligence of an established consulting group

Analysing market position, client structure, service portfolio and growth prospects of an established consulting group in the German professional services market.

An assessment of the growth assumptions that held up in the investment committee.

Software & RequirementsProcess & Automation WITH PULSE

Cybersecurity / IT services

Cloudyrion

ERP rollout on a structured requirements base

Rolling out a new ERP system. Business requirements were gathered through structured PULSE interviews and turned into a solid specification before any system was discussed.

A system decision based on documented requirements rather than vendor presentations.

Software & Requirements

Social sector / non-profit

Deutsches Taubblindenwerk gGmbH

Three system selections on one shared requirements base

Invoice management, HR administration and document management were all up for selection at once. Instead of three separate projects, Novemcore gathered requirements once and ran three decision-ready selection processes from that base.

Three well-founded system decisions with documented requirements and a traceable vendor assessment.

Transformation & Value CreationFinance & Business Intelligence WITH PULSE

Software / infrastructure

Bentley Systems

Global market analysis with the Novemcore expert network

Quantifying global market potential through structured PULSE interviews with experts from the Novemcore network, combined with desk research and a purpose-built market model.

A robust market sizing that carried strategic portfolio decisions.

Transformation & Value Creation

IT services / SAP

Egeria

Engaged by Valantic. Novemcore led the analysis workstream end to end — design, data collection and final presentation.

Commercial due diligence of an SAP IT services provider

Assessing market position, client base, delivery depth and growth drivers of CPro Group as an SAP IT services provider as part of a commercial due diligence.

A documented assessment that fed straight into the investment decision.

Transformation & Value Creation

Logistics / parcel delivery

DPD Deutschland

Transformation PMO for a group-wide programme

Establishing and running the transformation PMO — initiative prioritisation, progress tracking across all workstreams and decision preparation for programme leadership.

A transformation programme with clear priorities and progress you can actually follow.

Transformation & Value CreationSoftware & Requirements WITH PULSE

Healthcare / elderly care

Verbund Pflegehilfe

Getting ready for technical due diligence

Preparing for a sell-side technical due diligence. Architecture, development processes and documentation were captured systematically and aligned to the questions a buyer reliably asks.

A prepared data room and solid answers to the core technical buyer questions.

Transformation & Value Creation

IT services / private equity

Bregal

Engaged by Valantic. Novemcore led the analysis workstream end to end — design, data collection and final presentation.

Market analysis in the German IT services market

Market size, competitive structure and growth drivers in the German IT services market were analysed and quantified to underpin an investment decision. The target company is not disclosed.

A robust market view that carried the investment decision.

Transformation & Value CreationSoftware & Requirements

Social sector / non-profit

Deutsches Taubblindenwerk gGmbH

A digitalisation strategy that fits the organisation

A multi-year digitalisation strategy — target picture, prioritised fields of action and an implementation sequence sized to what a non-profit organisation can realistically carry.

An agreed target picture with a prioritised roadmap, not a list of disconnected initiatives.

Finance & Business IntelligenceTransformation & Value Creation

Software / infrastructure

Bentley Systems

A steering model for the COO organisation

An integrated financial and controlling model for the COO organisation, connecting operational drivers to their financial impact end to end.

Operational decisions show their financial impact before they are taken.

Transformation & Value Creation

IT services / SAP

Egeria

Engaged by Valantic. Novemcore led the analysis workstream end to end — design, data collection and final presentation.

Commercial due diligence of an SAP solution provider

Assessing market position, client base, product portfolio and growth prospects of Implico Group as an SAP solution provider as part of a commercial due diligence.

A robust view of portfolio and growth drivers underpinning the transaction decision.

Transformation & Value CreationFinance & Business Intelligence WITH PULSE

Cybersecurity / IT services

Cloudyrion

M&A readiness ahead of the sale process

A structured readiness assessment ahead of a planned sale process — finding the gaps in processes, data and documentation before a buyer does.

A prioritised list of the items to close before going to market.

Process & Automation

Social sector / non-profit

Deutsches Taubblindenwerk gGmbH

Administrative processes mapped, assessed and automated

Mapping how administrative processes actually run, assessing them by effort, error exposure and standardisability — then implementing the automations that came out on top.

A prioritised automation path with the first steps already live.

Transformation & Value Creation

IT services / private equity

Altman Solon

Engaged by Altman Solon. Novemcore led the analysis workstream end to end — design, data collection and final presentation.

Market assessment of an IT services provider

Analysing market position, competitive environment and growth prospects in the German IT services market to prepare an investment decision. Investor and target company are not disclosed.

A documented market view that fed directly into the valuation of the target.

Finance & Business IntelligenceProcess & Automation WITH PULSE

Healthcare / elderly care

Verbund Pflegehilfe

Turning customer data into a basis for decisions

Analysing and structuring customer data to assess segments, placement quality and growth drivers — including cleaning up the underlying data base.

A reliable view of customer segments and the drivers behind them.

Process & Automation WITH PULSE

Cybersecurity / IT services

Cloudyrion

Automation potential assessed with structure

Capturing how processes actually run through PULSE interviews, then scoring automation candidates by effort, volume, standardisability and risk.

A prioritised view of automation candidates instead of a pile of individual observations.

— DELIVERY METHOD

In four steps from the core question to robust results

01Focus

Sharpen the core question, align stakeholders, and clearly define the scope.

PREPARATION

02Evidence

Structured discovery — interviews, data, and documents — instead of assumptions and individual opinions.

DISCOVERY

03Prioritization

Evaluate options by impact, effort, and risk, transferring them into a robust roadmap.

DECISION

04Implementation

Realize solutions, integrate systems, and sustain business impact.

IMPLEMENTATION

— NEXT STEP

Systematically analyze and optimize your processes

One specific process, structured interviews, and a robust readout for your leadership decisions.

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