Case Study: Skidmore Group achieves greater insight and operational efficiency across its portfolio with Insightly

Skidmore Group uses Insightly to create accountability, efficiency, and transparency

Skidmore Group, a 70‑year‑old Canadian holding firm with 20+ international brands, needed a more scalable way to manage customer and portfolio company information. One portfolio company, Kitchen Art Design, relied on pen‑and‑paper records, scattered folders, and inboxes, which made it difficult to understand customers, track leads, and evaluate operational performance for future investments.

Insightly became the company’s single source of truth by consolidating customer records, projects, and communications, adding simplified lead and opportunity tracking and custom dashboards, and running a separate instance for M&A activity. The result is clearer visibility into efficiency, productivity, and pipeline performance, faster and more transparent M&A processes, better investment decisions, and plans to roll Insightly out across the portfolio.

Skidmore Group

Rody van Vianen

Manager of Business Improvement