OPERATIONAL PROJECTS

A regional HVAC company just completed a tuck-in acquisition. The acquired company's field technicians document their work on paper job notes, parts used, hours logged and office staff manually enters it into the billing system at the end of the day. The parent company uses a field service platform where technicians log everything digitally in real time, triggering automatic invoicing.

The PE firm wants the acquired company on the same system within 60 days. The solution is straightforward and the platform is already in place; the training materials exist. What doesn't exist is someone to manage the transition: coordinating IT to configure the new location, scheduling training across 40 technicians across three branches, managing the data migration from the paper-based records, handling the exceptions when technicians push back, and making sure billing doesn't break during the cutover.

Synergy Execution Associates owns that project. The process gets redesigned, the technicians get trained, the system goes live on schedule, and the PE firm gets a status update every week showing exactly where things stand.