Systems and data for founder led lower-middle market companies
This page is for founder led lower-middle market companies with 5 to 50 million in annual revenue. The goal is to keep data clean, reports useful, and systems simple enough for the team to run every week.
Questions and short answers
When is it time to move to an ERP
Make the move when orders, inventory, production, and finance need one shared view and spreadsheets can no longer keep up. Triggers include multi site operations, poor stock accuracy, slow closes, and manual handoffs that cause errors. Start with a clear list of must haves and a staged rollout plan.
Decide when to move to an ERP
Which reports belong on an executive dashboard each week
Keep a short set that predicts results. Revenue, gross margin, EBITDA, cash and cash conversion, pipeline and win rate, on time delivery or service level, and any critical quality or safety metrics. Show actual, plan, and trend. Add owners and next steps so meetings end with action.
Build your weekly executive dashboard
How do I improve data quality without slowing the team
Limit required fields to those you use in decisions. Set clear owners for each key field. Add light checks in the workflow such as stage plus next step with a date. Review a short data quality score each week and fix causes, not just entries. Remove reports that nobody uses.
Improve data quality the simple way
What cyber security basics must we have in place
Use multi factor authentication everywhere. Keep devices encrypted and patched. Control access with least privilege and remove stale accounts monthly. Back up critical data and test restores. Train staff on phishing with short refreshers. Keep a simple incident plan with names, steps, and vendor contacts.
Meet baseline cyber security
Related links
/operations-and-supply-chain
/finance-and-profitability
/people-and-leadership
Last updated: August 27, 2025
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