Self-storage company implements prioritized road map and resource plan to execute on digital initiatives

Client background

The company is a nationwide manufacturer that specializes in the design, supply and installation of self-storage buildings. In 2019, the company was acquired by a private equity investment firm through a leveraged buyout, and in 2021, the PE firm and its affiliated manufacturing portfolio company decided to acquire another entity in the construction industry. With more than 30 years of combined industry experience, the company has served the storage industry through the construction of more than 4,000 facilities across the country.

The business challenge

Formed through a merger of two industry leaders, the company needed to modernize its digital capabilities to scale operations and support a strong projected growth in revenue. Progress towards these digital goals had been slow, with initiatives falling short of their goals or being abandoned after losing support. The company was in need of a prioritized road map they felt confident was achievable.

Strategy and solution

Baker Tilly met with all levels of the company to understand process pain points, technology limitations and the capacity to execute new digital initiatives. Working with company and private equity leadership, Baker Tilly constructed a prioritized digital road map and resource plan before outlining success measures to guide the company through the 12-18 month long implementation plan.

Road map recommendations included:

• Upgrading their enterprise resource planning (ERP) system to provide easier capture and exchange of data, reporting and third-party integrations
• Migration of manual, excel-based tasks to the upgrade ERP
• Integration and automation of data and communications using their existing Salesforce and project management tools