FINANCIAL MODELING,

ANALYTICS
AND
AUTOMATION

OCTOBER 2023
CONTENTS

About Synexo
Team
Our Value Proposition
Our Experience
The Unspoken Problem
Consequences Due to Analytics Deficiencies
How We Can Help
Project Snapshots
ABOUT SYNEXO
 We are a forward-thinking technology services firm located in Raleigh,
North Carolina
 With over 20 years of experience, our founders partner with clients
to leverage emerging technologies like AI, advanced analytics, and
process automation.
 Our services focus on three key areas:
 Financial Modeling Services:We build financial models to support
planning, forecasting, valuations, and deal analysis. Our modeling
provides data-driven insights for strategic decision making.
 Analytics Automation: We design and implement analytics
automation to streamline data processing and analysis. Our
automation solutions empower self-service insights.
 Reporting Analytics: We help organizations optimize their use of
data through advanced analytics, dashboards, and reporting. Our
analytics services uncover actionable insights.
 Our approach is customer-focused, technology-driven, and aimed at
delivering tangible business value from digital initiatives.
 We support clients at every stage to gain a competitive edge through
agility, deeper insights, and innovation.

This Photo by Unknown Author is licensed under CC BY

TEAM

Eyal Greenberg Uri Katz Nadav Lavy

CEO and Founder Chief Technology Officer Chief Data Advisor
 20+ years of data science and  20+ years crafting software from  Serial entrepreneur specializing in
finance consulting experience idea to deployment large scale data architectures and
 Ex-Big 4 (PwC, EY, KPMG) director  Tech leader with proven track cloud native design
 Expert in finance analytics including record scaling secure, production-  Chief Data Advisor tackling robust
automation and reporting systems ready applications data pipelines for clients
due diligence for Fortune 100  Committed to fostering talent  Passionate about hang gliding,
companies through mentorship programs marathon running, and tennis
 Avid chess player, cook, baker, and  Enjoys hiking, philosophy, yoga, and  Devoted father of two young
runner. Live in Cary, North meditation. Live in Durham, North children. Live in in Tel Aviv, Israel
Carolina Carolina
  Actionable insights - Our analytics services uncover key insights buried
within data.
 Data-driven insights - We incorporate key insights from market, industry, and
internal data into models to inform strategic plans.
 Financial expertise - Our team has over 20 years of financial modeling,
automation and analysis experience.
 Increased efficiency - Our automation solutions streamline data processing,
freeing up valuable analyst time.
 Easy access to insights - With self-service analytics, any user can generate
insights on-demand.
 ROI focus - Models quantify assumptions, risks, and returns to align strategy

OUR VALUE
with financial objectives.
 Flexibility - We create adaptable analytics flows that easily incorporate new
data sources or requirements.
PROPOSITION  Expert implementation - Our team ensures smooth deployment with
governance and best practices.
 Intuitive reports - We design interactive dashboards that make data
visualization easy.
 Ongoing partnership - We provide long-term guidance to optimize use of
data analytics.
 Methodical approach - Our analytics methodology ensures all key areas are
addressed.
 Measurable impact - Our analytics improve decision making and tangible
business results.
 Here are a few examples of projects we conducted in the past-
OUR EXPERIENCE  Developed a data warehouse and reporting architecture for a retailer to consolidate data from 24 stores. Built
ETL processes, designed data model, and created operations reporting suite with Tableau.

Over the past two decades, our founders have delivered  Implemented sales analytics automation for a manufacturing firm using Alteryx to process order data from 5
systems. Automated reports increased productivity by 20%.
hundreds of analytics, automation, reporting and financial
modeling projects for organizations across diverse  Created a dynamic budgeting model in Excel for a hospital network with driver-based assumptions. Model runs
industries including retail, manufacturing, healthcare, scenarios for executive planning sessions.
technology, and more.  Developed a valuation model for a PE firm to analyze a $50M enterprise software acquisition target. Model
flexes growth, margin, and exit multiple assumptions.
Our analytics teams have extensive experience with data  Implemented Tableau sales analytics for a technology company to track lead flow, pipeline trends, and rep
integration, advanced analytics, dashboard design, and performance. Reduced manual reporting time by 90%.
data-driven insights to optimize business performance.
 Created a 30-year financial forecast model in Excel for a solar project bid. 10-year operating model feeds into
20-year tax equity partnership flip structure.
We are experts at streamlining workflows, integrating
 Developed an Alteryx workflows to automate weekly sales reports for a manufacturer. Automated data
systems, and empowering organizations through self- integration from Oracle and SAP systems.
service analytics.
 Produced a Tableau executive dashboard for a hospital to track quality, finance, and operations KPIs. Automates
report distribution to leadership team.
Our financial modeling experts partner with clients on
planning, forecasting, valuations, deal analysis, and  Built an M&A due diligence model for a private equity firm to assess an e-commerce acquisition target. Analyzed
quantifying business assumptions to enable data-driven growth, margins, competitive position and exit potential.
strategy.  Designed a driver-based budgeting model in Excel for a high tech manufacturer with revenue waterfalls,
operating expenses, capital spending, debt paydown and cash flow schedules.
These complex projects showcase our deep financial,  Built a revenue forecast model in Excel for a SaaS company to analyze pricing, sales productivity, customer
analytical, and process automation expertise. Our expansion, and churn drivers. Model supports annual planning process.
seasoned team averages 20+ years of experience applying
 Implemented an automated financial consolidation system for a retail conglomerate using Alteryx. Standardized
modeling, analytics, and automation to solve real-world reporting from 10 divisions globally.
business challenges, making us trusted advisors for critical
 Developed a dynamic production planning model for a manufacturer to optimize capacity expansion decisions.
initiatives across all industries. Model incorporates demand forecasts, production costs, capital expenditures, and flexibility scenarios.
 Implemented analytics automation using Alteryx for a grocery retailer to automate weekly sales reporting.
Automated data integration from POS and inventory systems increased productivity 30%.
THE UNSPOKEN PROBLEM

 Many organizations operate in the dark, struggling to surface insights from a sea of disconnected, siloed data. Key
decisions become reactions versus proactive strategy.
 Missing a unified view of data assets, critical opportunities and competitive threats go undetected, hindering
performance.
 Manual reporting processes result in stale, inaccurate analysis and delayed answers to pressing business questions.
 Data-driven decision making suffers without expertise in advanced statistical analysis and intuitive data
visualization tailored to each business function's needs.
 Ultimately, lack of business-focused analytics cripples an organization's ability to respond quickly to changing
market conditions, optimize operations, delight customers and gain competitive edge.To thrive in today's data-
driven world, companies urgently need analytics expertise and solutions that transform their wealth of data into
timely, actionable business insights.
CONSEQUENCES DUE TO ANALYTICS DEFICIENCIES

 Strategic decisions made ad-hoc without data grounding  Budget and planning based on outdated assumptions
 Critical business questions go unanswered due to data delays  Revenue forecasting reliant on gut feel versus data modeling
 Hidden customer churn patterns remain unseen  Increased inventory costs due to lack of visibility
 Supply chain risks emerge unseen until crisis hits  Poor integration with modern business intelligence tools
 Difficulty identifying highest value customers based on data  Risk and compliance failures due to insight gaps
 Marketing spend optimization suffers from lack of analytics  Ineffective due to lack of self-service access to data
 Unaware of changing customer behaviors and preferences  Resource allocation limited by lack of usage insights
 Security and fraud anomalies undetected until damage done  Leadership flying blind on metrics important to the business
 HOW WE CAN HELP

Reporting & Analytics Process Automation Financial Modeling

We empower data-driven decision We streamline repetitive, manual We help organizations leverage data-
making by transforming complex data workflows to increase efficiency, driven models to enable strategic
into clear, actionable insights. productivity, and business value planning grounded in financial rigor.
We provide stakeholders across your derived from data. We build interactive forecasting
organization with customized Our solutions integrate scattered models quantifying assumptions and
reports, dashboards and systems, automate manual processes, risks to stress test business plans.
visualizations that surface timely, enable easy access to analytics Our modelling provides the
relevant insights to guide strategic insights, and allow you to scale data foundation to optimize resource
decisions and optimize performance. analysis. allocation, evaluate opportunities and
alternatives, and make fully-informed
strategic decisions.
REPORTING & ANALYTICS

 We have decades of experience helping organizations optimize their use of data to drive better business
decisions.We partner with clients on:
 Data Integration - Bringing together data from disparate systems like ERP, CRM, custom applications, and external sources
into unified views
 Interactive Reports - Designing visual, intuitive reporting tools and dashboards that make complex data easy to understand
 Advanced Analytics - Applying statistical analysis, data mining, and machine learning to uncover deeper insights
 Actionable Insights - Tailoring analysis and key performance indicators to the specific needs of each business function
 Adoption and Change Management - Ensuring smooth end user adoption and maximum business value from analytics
initiatives
 Through consolidated analytics workflows and code-free automation, we help organizations break down data and
analytics complexity. Our solutions deliver intuitive analytics capabilities that empower users enterprise-wide.
Partnering with us ensures you transform disconnected data into timely, relevant insights that create competitive
advantage.
 REPORTING & ANALYTICS - PROJECT SNAPSHOTS

 Client: Large retailer with over 200 stores

 Challenge: Disconnected sales data across regions and brands
 Solution: Built unified sales analytics solution with Alteryx and Tableau
 Automated data integration from multiple POS and ERP systems
 Designed interactive Tableau dashboards tailored by brand and hierarchy
 Embedded predictive analytics to surface hidden trends and risks
 Benefits: Unified view of sales data, brand-level insights, predictive visibility
 Outcome: Optimized marketing spend and inventory against sales forecasts

 Client: Healthcare system with dozens of clinics

 Challenge: No centralized view into patient visit patterns
 Solution: Built clinic analytics solution with SQL and Tableau
 Automated integration of patient visit data from 20+ clinic EMRs
 Designed interactive geospatial dashboards in Tableau
 Applied predictive analytics to forecast patient volumes
 Enabled capacity planning to balance utilization across clinics
 Benefits: Holistic patient analytics, optimized clinic staffing
 Outcome: Reduced wait times, improved access and patient satisfaction
PROCESS AUTOMATION

 Our process automation solutions help organizations streamline repetitive, manual workflows to increase
efficiency, productivity and value derived from data.We partner with clients on:
 Systems Integration - Connecting siloed data sources into unified analytics environments
 Workflow Automation - Enabling reusable, scalable automated processes from data to insight
 Self-Service Enablement - Allowing business users easy access to analytics without coding
 Analytics Embedding - Infusing predictive insights into business applications and processes
 Productivity Optimization - Freeing analysts from repetitive tasks to focus on higher-value work

 With our expertise, we become trusted advisors in maximizing the value of data through workflow efficiencies.
Our solutions deliver the automation capabilities needed to drive better, faster data-driven decisions.This
accelerates time to insight and creates competitive advantage.
 PROCESS AUTOMATION - PROJECT SNAPSHOTS

 Client: Large accounting firm in the US, transactions advisory group

 Challenge: Highly manual processes to analyze M&A deal data
 Solution: Implemented Alteryx for 250+ employees to self-serve M&A analysis
 Automated data consolidation from due diligence documents and systems
 Enabled employees to analyze deals faster with self-service access
 Reduced time spent manually preparing data by over 45%
 Benefits: Higher productivity, increased deal throughput, empowered employees
 Outcome: Unlocked strategic, timely insights enabling enhanced client service delivery

 Client: Large retailer with over 150 locations

 Challenge: Highly manual reporting processes across sales, inventory, HR etc.
 Solution: Implemented Alteryx to automate and consolidate reporting
 Automated weekly sales reports by location, consolidating data from multiple systems
 Created self-service dashboard updating daily for store managers to view KPIs
 Reduced analyst time spent on reporting by over 80%
 Benefits: Time savings from workflow automation, improved visibility into performance
metrics, ability to leverage insights to optimize operations
 Outcome: Better and faster data-driven decisions with analytics visibility at all levels of
the organization
FINANCIAL MODELING

 Our financial modeling solutions enable data-driven strategic planning grounded in financial rigor. We partner with
clients on:
 Forecasting Models - Building driver-based models to quantify assumptions and risks
 Resource Allocation - Optimizing capital, assets, investments for maximum ROI
 Risk Management - Stress testing plans through sensitivity analysis and scenario modeling
 Presenting Insights - Designing interactive models to facilitate dynamic decision analysis
 Ongoing Guidance - Providing strategic guidance to align planning with financial objectives

 With seasoned financial modelers, we empower organizations to pursue bold strategic plans backed by accurate
projections, quantified risks, and alignment between financial and business goals. Our modeling expertise provides
the analytical foundation needed to make fully-informed decisions with confidence.
 FINANCIAL MODELING - PROJECT SNAPSHOTS

 Client: Manufacturer entering new product line

 Challenge: Unclear on market size, operating costs and capital requirements
 Solution: Built detailed financial model quantifying new business opportunity
 Analyzed market size based on competitive offerings and consumer research
 Modeled operating costs based on production inputs and headcount
 Evaluated ROI scenarios and risks through sensitivity analysis
 Benefits: Quantified business case and investment requirements for launch
 Outcome: New $50M product line launched based on data-driven business plan

 Client: Biotech startup seeking first round of funding

 Challenge: No data to substantiate $500M potential market size
 Solution: Built model quantifying target patient population
 Analyzed disease incidence rates and feedback
 Modeled drug pricing scenarios based on competitive offerings
 Projected clinical trial timelines and regulatory approvals
 Forecasted revenue potential under various adoption curves
 Benefits: Credible claim on $500M market backed by data model
 Outcome: Raised $15M Series A on the back of validated market potential
 The information contained in this presentation is provided by Synexo LLC solely for general information purposes. This
presentation may contain forward-looking statements and projections. All statements other than statements of historical fact
are forward-looking statements (including words such as "believe," "estimate," "anticipate," "may," "will," "should," and
"expect"). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give
no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to
differ materially from those discussed in such forward-looking statements.

This presentation is not intended to provide tax, legal, investment or accounting advice. Unless otherwise specified, Synexo
LLC does not undertake to update or advise of changes to the information in this presentation. Some of the snapshots are
Synexo LLC illustrations and samples to demonstrate the real deliverables in these projects. No representation or warranty, expressed or
implied is made by Synexo LLC as to the accuracy, completeness or thoroughness of the content of this presentation. In no
+1 919 473 3496 event will Synexo LLC be liable for any damages including, without limitation, indirect or consequential damages, arising out of
or in connection with the use of this presentation.
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