Permadyn Analytics Research
Evidence for better data and analytics decisions.
Technical research and practical field notes across reporting, data platforms, governance, automation, delivery, and the operating contexts where the systems are used.
PE operating analytics · 5 min read
A first-100-days data plan for a private equity portfolio company
Turn the first 100 days into a sequence of evidence, ownership, and accepted reporting improvements. Includes a synthetic reconciliation and a practical project brief.Read insightPE operating analytics · 5 min read
Mapping an acquired company's accounts without losing reporting history
Build an acquisition account-mapping contract with source identity, effective dates, sign conventions, exception handling, and reconciliation. Includes a synthetic mapping example.Read insightPE operating analytics · 5 min read
Separate organic and acquired revenue growth in portfolio reporting
Build a revenue-growth bridge with explicit populations, acquisition contribution, divestitures, and currency effects. Includes two synthetic calculations and a comparison contract.Read insightPE operating analytics · 5 min read
Build a portfolio revenue and EBITDA bridge that reconciles
Connect revenue movement to an EBITDA bridge without counting volume, price, or costs twice. Includes a synthetic calculation and a reusable driver-definition record.Read insightPE operating analytics · 5 min read
Portfolio working-capital analytics: balances, drivers, and cash evidence
Compare working capital across portfolio companies without summing period-end balances or treating every reduction as cash release. Includes a synthetic balance and movement bridge.Read insightPE operating analytics · 5 min read
Integrate reporting after a healthcare add-on acquisition
Preserve location history, source cutoffs, claims maturity, and labor definitions when onboarding a healthcare acquisition. Includes synthetic duplicate and timing examples.Read insightPrivate capital reporting · 5 min read
Design an investor reporting exception register that supports release decisions
Turn source and calculation failures into a reviewable fund-reporting exception register. Includes synthetic capital-activity checks, ownership fields, and release criteria.Read insightPrivate capital reporting · 5 min read
Correct a released private capital report without losing the original record
Handle late valuations and reporting corrections with an impact assessment, versioned calculations, approval, and an explicit replacement record. Includes a synthetic NAV revision.Read insightPE operating analytics · 3 minute read
Standardizing portfolio-company KPIs across accounting systems
Define comparable revenue, EBITDA, and working capital across portfolio companies, with account mappings, weighted calculations, and a reusable KPI contract.Read insightPrivate capital reporting · 3 minute read
Designing a quarterly private equity investor reporting workflow
A practical preparation-to-approval workflow for quarterly investor reporting, with source cutoffs, NAV reconciliation, version history, and release controls.Read insightPE operating analytics · 3 minute read
Automating monthly portfolio reporting with reconciliation and approvals
Turn recurring portfolio-company submissions into a controlled monthly reporting cycle, with a worked reconciliation example and practical release checklist.Read insightPrivate capital reporting · 3 minute read
Reconciling contributions, distributions, NAV, and performance multiples
Trace DPI, RVPI, and TVPI to their inputs, reconcile a quarterly NAV bridge, and handle undefined denominators using a transparent synthetic example.Read insightPE operating analytics · 3 minute read
Building a private equity portfolio dashboard in Power BI
Design a portfolio-company Power BI model with weighted margins, period snapshots, source coverage, exceptions, and access tests before styling the dashboard.Read insightPrivate capital reporting · 3 minute read
Preparing source data and controls for ILPA reporting templates
Map the applicable ILPA template to source fields, definitions, validation, and owners before automating reporting. Includes an original readiness worksheet.Read insightPE operating analytics · 3 minute read
Keeping portfolio reporting comparable after acquisitions
Separate acquired contribution from comparable growth, preserve effective-dated account mappings, and onboard a new portfolio company without rewriting history.Read insightPrivate capital reporting · 3 minute read
Private capital reporting software or custom analytics: how to choose
Compare packaged reporting, a custom analytics layer, and a hybrid approach using a representative reporting pack and a practical acceptance matrix.Read insightHealthcare analytics · 7 minute read
What healthcare operational analytics must preserve
Healthcare analytics has to improve operating visibility without erasing source meaning, access boundaries, or accountable review.Read insightHealthcare platforms · 8 minute read
Choose a healthcare analytics platform from the workload outward
A practical selection method for Fabric, Snowflake, Databricks, another cloud platform, or the environment already in place.Read insightPlatforms · 2 minute read
Power BI and Snowflake are one performance system
Why report performance cannot be solved reliably by tuning only the warehouse or only the semantic model.Read insightStrategy · 2 minute read
What a data-platform assessment should actually produce
A useful assessment creates decisions, priority, and a delivery path rather than a long technical inventory.Read insightAutomation · 1 minute read
Automate reporting without losing the controls inside it
Manual reporting contains necessary judgment and unnecessary repetition. Modernization depends on telling them apart.Read insightGovernance · 5 minute read
Governed metrics come before self-service and AI
More access and more capable tools amplify both shared meaning and unresolved disagreement.Read insightProvider operations · 9 minute read
A KPI architecture for multi-site provider operations
A practical model for connecting census, access, labor, claims, finance, location, and quality measures without collapsing their meaning.Read insightHealthcare data quality · 9 minute read
Reconciling claims, census, labor, and finance for operating review
A control framework for joining healthcare operating domains while keeping timing, grain, corrections, and source authority visible.Read insightPlatform decisions · 10 minute read
Fabric versus Snowflake: a healthcare workload scorecard
Compare platforms against the production workload, operating model, security boundary, economics, and skills instead of a generic feature list.Read insightReporting modernization · 3 minute read
A diagnostic framework for rescuing fragile reporting
How to stabilize a reporting estate by tracing business consequences through sources, transformations, semantic models, refresh, access, and release.Read insightSpecialty research
Healthcare methods and synthetic proof remain available.
The healthcare collection is one deep specialty within a broader research program. Its evidence labels keep synthetic implementation, published method, and anonymized experience distinct.
Inspect the public data, model, quality checks, and platform implementation notes.
Method publishedHealthcare Analytics Operating BenchmarkReview the pilot questions, method, publication standard, and evidence boundary.
Technical briefingHealthcare operations analytics briefingWalk through the governed data path without using client or protected information.