Case Study: Navigator Group achieves standardized, data-driven investor reporting with ValueWorks

Navigator Group - Customer Case Study

Navigator Group, a German industrial holding company, was facing challenges with inconsistent and cumbersome investor reporting across its portfolio companies. The lack of standardized data made sophisticated analysis difficult and limited visibility to static PDFs. They partnered with ValueWorks to address these issues and improve their reporting processes.

ValueWorks implemented a standardized reporting template based on their best practices and rolled out prioritized dashboards and KPIs across the portfolio in waves. This solution enhanced reporting from basic investor updates to comprehensive management reporting. The results included 95% data accuracy, 100% of business decisions being based on data, and a 70% cost saving compared to traditional BI projects.

Navigator Group

Jochen Brinkmann

Managing Partner