Programs that move measurable performance.
Every program starts from a baseline in your own data, redesigns the work with the people who run it, and builds what is needed, including data, automation and AI, against a number leadership already tracks. The partner who scopes the work delivers it.
Start here
START HERE
Performance Diagnostic
Ometz programs start here. Over 2 to 4 weeks, senior operators work from your own data and your own people to establish how the business performs today: revenue, margin, cost-to-serve, cycle time and cash, reconciled to the P&L. We locate the largest gaps, price three improvement plays with their value, cost and risk, and leave you with a 90-day plan your team can run with us, with another partner or on its own. AI and automation appear in the plan only where they are the most economical way to move a number.
ExploreFOR SPONSORS
Portfolio Diagnostic
For sponsors and operating partners. The Performance Diagnostic method applied to several portfolio companies at once, on common KPI definitions, so baselines and plays can be compared and ranked across the fund instead of argued company by company. Each company receives its own baseline, three priced plays and a 90-day plan; the sponsor receives a portfolio view ranked by value and time to impact, written as direct input to the value-creation plans. For buy-and-build platforms, the same read covers the add-ons already closed and the ones in the pipeline, so integration work is sized before it is promised.
ExploreGrow revenue and access
REVENUE
Commercial Growth
Commercial Growth works on the levers that decide the top line in mid-market companies: price realization, account coverage, pipeline conversion, cross-sell and retention. We find where revenue leaks between list price and pocket price, between first inquiry and signed business, and between today's accounts and their potential. Then we redesign the commercial process and put data, automation and drafting tools behind it: quoting, proposals, inquiry response, targeting and CRM upkeep. Sellers, advisors and account managers keep the relationships; the system does the legwork.
ExploreACCESS
Customer & Patient Access
Access is where demand becomes revenue or leaks away: the call that rolls to voicemail, the referral that waits days for intake, the insurance check that delays a first visit, the account-opening packet returned not in good order. We redesign the access journey end to end, from contact center and scheduling to intake, verification and onboarding, then deploy voice and chat agents and automation where they shorten the path. Staff handle the conversations that need judgment, with the context already in front of them.
ExploreImprove operating performance
MARGIN
Operations Performance
Operations Performance takes on the processes that set margin and working capital: order-to-cash, procure-to-pay, revenue cycle, S&OP, quality documentation, account and advisory operations, and the monthly close. We measure cost, cycle time, error and rework rates, redesign the flow with the people who run it, and then automate the steps that should never have needed a person, using document-reading tools where documents, exceptions and careful reading are involved. People stay on the decisions and the exceptions.
ExploreVALUE CAPTURE
Integration & Value Capture
For platforms, roll-ups and acquirers that buy to grow. We plan Day 1, run the integration management office and track synergies from the deal model to the P&L: systems and data consolidated, front and back offices standardized, pricing and commercial practices harmonized, key people and relationships retained. Automation and reusable tooling make each acquisition faster to absorb than the last, through reusable playbooks, data migration tooling, document review and reporting that improve with every add-on.
ExploreCLARITY
Performance Measurement
Performance Measurement builds the layer every improvement program depends on: KPI definitions agreed by leadership, data pulled automatically from the systems that hold it, dashboards that show performance against baseline and plan, and a reporting rhythm that turns numbers into decisions. A light baseline comes with every Ometz engagement. This is the full build, for companies that want measurement as a permanent capability and for sponsors who want comparable numbers across a portfolio.
ExploreTECHNOLOGY
Technology Strategy & Deployment
Map needs, match tools, deploy, review. The program starts from the workflows and metrics the Diagnostic put on the table, not from a product. We map what the business needs, match tools on fit, cost and risk, plan the deployment inside the systems you already run, and review the stack on a fixed quarterly cycle. We are technology agnostic. We recommend tools on fit and cost, build on the systems you already run where they work, and tell you when the answer is not new software.
ExploreNext step
Find out where performance is being lost, and what it is worth to fix.
The Performance Diagnostic runs for two to four weeks at a fixed fee and ends with a baseline, three priced improvement plays and a 90-day plan. The findings are yours whether or not we continue.