Map how the work gets done
Follow the work across applications and teams. Find where it waits, why it comes back, and how much time people spend on each step.
For private equity operating teams
Put AI to work across your portfolio.
Find where AI can lower operating costs across your companies. Frank Signal helps you choose the projects, implement them, and measure their contribution to EBITDA and company value.
For portfolio companies with 1,000+ employees.
Operating team workspace
Compare the opportunities.
Companies in view3
Workflow opportunities19
Operating priorityCost to serve
Company / opportunityAnnual potential
M
Meridian ServicesBusiness services · 8 opportunities
$480kPrioritize
N
Northline GroupDistribution · 5 opportunities
AssessingDiscover
F
Fieldstone HealthHealthcare services · 6 opportunities
$210kMeasure
How the operating benefit reaches EBITDA
Time freed→Operating change→Net EBITDA
Look for the bottlenecks behind the costs.
A late invoice might be waiting for a document, an approval, or a correction. Find the cause, work out what it costs, and decide whether an agent can help resolve it.
Decide what should change
Simplify unnecessary steps. Use ordinary software for fixed rules, agents for suitable judgment tasks, and people for decisions that need their expertise.
Choose the projects worth doing
Compare the expected benefit with the cost and effort to deliver it. Agree who owns the result and how you will measure it before building.
Build it and follow the results
The delivery team puts the selected workflows into use. Track how people use them, what changes in the operation, and what they cost to run.
Prepare the record before it reaches the reviewer.
An agent can assemble the documents and check for missing information. Unresolved items go to someone who can fix them, and the reviewer receives the evidence needed to make a decision.
- Measure working time and waiting time separately.
- Plan for missing records and upstream delays.
- Decide where rules, agents, and people belong.
Meridian Services / Finance operations
Prepare the record for review
Work completedJob system
Records
Agent assembles recordDocuments + completeness checks
Complete record with source evidenceReady for review
Review & approveFinance team
Approved
Ready to billBilling system
↩Exceptions ownedRoute missing items to the responsible team
✦
The reviewer receives a complete record.
Measure completeness, review effort, and time to bill.
Know how the project will affect EBITDA.
A team might use the time it gets back to reduce overtime, clear a backlog, or take on more work without another hire. Each choice has a different effect on the business case.
Frank accounts for implementation and running costs, then compares the results with the starting position. PE teams can see which operating changes contribute to EBITDA and support the company’s valuation.
From capacity to value
01
Capacity released
Hours returned to the operation
02
Operating change
How capacity becomes a cash or growth benefit
03
Net financial impact
Benefit less implementation and ongoing costs
See where the benefit comes from.
Track capacity, cash savings, and growth separately. Avoid counting the same benefit twice.
A repeatable portfolio playbook
Give operating partners a view across the portfolio.
Compare opportunities across companies and follow delivery in one place. Operating partners spend less time assembling updates and can give company teams more help with implementation.
Which company would you start with?
Bring an operating priority from one of your companies. We can discuss where to look first and who should be involved.
Book a conversation