Arcos Transformation Management
A transformation operating system built on tools your team already knows.
ATM turns Smartsheet and Power BI into a single source of truth for your transformation program — SteerCo-ready dashboards, live financial impact tracking, and initiative governance, entered once and visible everywhere.
Try it free for 30 days. Most clients don't require an additional security review to implement.
Why ATM Exists
Transformation programs run on spreadsheets, memory, and whoever remembers to update the deck.
Every transformation office faces the same grind: stressful meeting preparation before board meetings, SteerCos, and playbook reviews; overwhelming reporting packs that become bloated and confusing; and no consistent way to compare progress across initiatives or portfolio companies.
Informal, low-tech tracking mechanisms — emails, phone calls, offline spreadsheets — put the burden back on the transformation team to chase updates and reconstruct the picture before every review. And because reporting packs are a snapshot in time, they're often stale before anyone reads them.
- Single point of entry Initiative owners enter data once in Smartsheet; it flows automatically into every SteerCo deck and Power BI dashboard.
- No new tools to roll out Built entirely on Smartsheet and Power BI — tools already in your stack — so most clients skip an additional security review.
- Always current, never stale Cloud-based dashboards reflect the latest data on demand, replacing static reporting packs that go stale the moment they're printed.
- Consistent across your portfolio Standardized reporting and governance keep every initiative — and every portfolio company — directly comparable, not a patchwork of one-off trackers.
- Up and running in weeks Typical implementation takes about six weeks from kickoff to your first live portfolio review, not a multi-quarter platform rollout.
Pricing
Get a real-time price for your program.
Every program is built on Workplan Management & Program Reporting. Layer on add-on packages as you need them. Exact scope is always confirmed on a fit call.
Workplan Management & Program Reporting
12-month commitment. ~6 weeks to go live. Smartsheet and Power BI licensing passed through at actual cost, no markup.
Start the conversationHow It Works
From kickoff to your first portfolio review in about six weeks.
Implementation is scoped around your team and your existing Microsoft environment, not a multi-quarter platform rollout.
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01
Kickoff & design — weeks 1–2
Align on workstreams, data elements, and financial impact segmentation. First draft of your Smartsheet initiative dashboards and Power BI visualizations is ready for review.
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02
Back-end build — weeks 2–4
We customize the back end and integrate with your Microsoft environment while finalizing Smartsheet dashboard design and Power BI data visualizations.
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03
Training — week 4
A 60-minute user training session and 60-minute office hours session, plus recorded video modules and client-specific training materials for your team.
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04
Rollout — weeks 4–6
Initiatives onboard in waves with one-on-one sessions as needed, and your Transformation Home Page launches with live content.
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05
First portfolio review — week 6
Conduct your first portfolio review using live Power BI and Smartsheet data — typically 10–15 initiatives fully onboarded by this point.
Pricing Tiers
A program tracking platform that keeps up with the pace of your transformation.
Every program starts with Workplan Management & Program Reporting. Add the Financial Impact Tracking package when you need automated status and EBITDA impact rollup.
| What's included | Core | Core + Financial Impact Tracking |
|---|---|---|
| Implementation fee | $5,000 | $10,000 |
| Monthly platform fee | $2,000–$6,000/moscales with initiative count | $3,000–$7,000/moscales with initiative count |
| Initiative name, description, ownership, maturity & segmentation | ✓ | ✓ |
| Workspaces hosted in your Smartsheet environment or hosted by Arcos Group at no additional cost | ✓ | ✓ |
| Power BI reporting platform | ✓ | ✓ |
| Program health | ||
| Schedule health, tracked against baseline plan | ✓ | ✓ |
| Initiative plan, incl. dependencies & RAID log | ✓ | ✓ |
| Financial impact tracking | ||
| Budget and Financial Impact Health | Manual red/yellow/green | Automatic red/yellow/green, based on financial impact data |
| Financial impact commitment tracking | — | ✓ |
| Financial impact actual + forecast tracking | — | ✓ |
| EBITDA impact rollup in Power BI Program Cockpit | — | ✓ |
| Implementation & support | ||
| Dashboard customization | 8 hours | 16 hours |
| User training and office hours | ✓ | ✓ |
| Ongoing platform maintenance | ✓ | ✓ |
| Ongoing user support | 4 hrs/month | 8 hrs/month |
| New initiative workspaces within 1 business day | ✓ | ✓ |
| See what you get ↓ | See what you get ↓ | |
Additional support, layered on as needed
Program Manager Support
Hands-on program management office support to run governance routines, chase updates, and keep the Program Cockpit accurate week to week.
Custom quotedTransformation Leadership
An Arcos Group transformation leader embedded with your team to drive execution, not just report on it — interim leadership, not just a dashboard.
Custom quotedInterested in learning more?
Start the conversationWhat You Get
A platform for transformation programs, built by transformation professionals.
We know the type of reporting you expect, because we've built it ourselves — from portfolio-level visibility down to a single initiative, the same data, entered once, at every altitude. Hover the i on any visual to see what it is.
Portfolio health at a glance
The top-down view leadership opens first — how many initiatives are on track, and how the portfolio is tracking against its EBITDA target.
Every initiative, tracked in one place
One level down — EBITDA impact tracked monthly against target, and every initiative in the portfolio, entered once by initiative owners in Smartsheet.
| Initiative | EBITDA Target | IL Status | Initiative Lead | Workstream | Budget Health | Schedule Health |
|---|---|---|---|---|---|---|
| Packaging Cost Reduction — Vendor Consolidation | $3.2M | L3 | M. Alvarez | Procurement | Needs Attention | On Track |
| Freight Network Redesign | $1.8M | L4 | J. Chen | Supply Chain | On Track | On Track |
| SG&A Headcount Optimization | $2.6M | L2 | R. Patel | Corporate | Needs Attention | Needs Attention |
| Pricing & Rebate Simplification | $1.1M | L5 | S. Osei | Commercial | On Track | On Track |
| Plant Consolidation — East Region | $4.4M | L1 | T. Brooks | Operations | At Risk | At Risk |
| Procure-to-Pay Automation | $0.9M | L3 | K. Nguyen | Finance | On Track | Needs Attention |
Drill into any initiative
One level further down — click into any row above and this is what your team sees. Financial Summary is part of the optional Financial Impact Tracking add-on.
Baler is currently underutilized. Problem is driven by unplanned maintenance, slow time to start for first shift, and under-loading.
Increase Overall Equipment Effectiveness of baler from 60% to 70% through implementation of measures identified during diagnostic.
| Metric (USD 000s) | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 |
|---|---|---|---|---|
| Target benefits | $0 | $50 | $215 | $240 |
| Actual + forecast | $0 | $15 | $175 | $252 |
| Benefits variance | $0 | ($35) | ($40) | $12 |
Baler OEE improvements are currently in trial phase. Line speed has been increased 15% and preventative maintenance schedule is anticipated to reduce unplanned downtime. Darryl to monitor results and adjust machine settings as required.
i A short narrative update from the initiative lead — the same text that flows into the SteerCo deck.| Status | Type | Title | Assigned To | Due Date |
|---|---|---|---|---|
| Open | Decision | Seeking approval to increase machine rate to achieve 75% OEE | Darryl Philbin | 02/15 |
| Open | Risk | Replacement part lead time may delay maintenance window | Roy Anderson | 02/28 |
Every initiative tracked from idea to verified impact
A simple maturity gate keeps leadership focused on what matters — is this initiative real, is it on track, and is the value actually landing. SteerCo approval is required to advance from L2 to L3 and again from L4 to L5.
Idea documented
Submitted through the intake form in Smartsheet
Value estimated
Preliminary sizing of impact, timing, and budget
Value validated
Proposed scope, initiative plan, and budget articulated
Implementation active
Approved scope and budget; plan finalized and underway
Plan complete
Actions to realize value complete; impact not yet observable
Impact validated
Benefits observed and confirmed in the numbers
A cadence built around your existing meetings, not new ones
SteerCo prep is facilitated by Power BI reports embedded directly in PowerPoint — no separate deck to build by hand.
Initiative team check-ins
Initiative owners update status, risks, and financial impact directly in Smartsheet.
SteerCo reviews
Leadership reviews program health via Power BI dashboards embedded in PowerPoint, with drill-through for dynamic filtering.
ELT & Board updates
Executive leadership and the board review EBITDA impact against target from the Program Cockpit.
Illustrative example based on a representative client engagement. Figures are directional, not a guarantee of your results.
Why Arcos Group
Corporate transformation is the whole practice, not a side offering.
ATM is trusted by private and public companies to manage complex, interrelated initiative portfolios — including portfolio companies of Advent International, HGGC, New State Capital Partners, and Stephens Group.
Arcos Group focuses exclusively on corporate transformation. We support the full lifecycle of a transformation program — from diagnostics and bankable plan development, to interim leadership, execution support, and practical technology solutions like ATM.
Diagnostics & bankable plans
Findings are built to withstand board and lender scrutiny, not just internal review.
Interim leadership
We can sit inside your team during implementation, not just hand off a deck.
Execution support
Governance routines and PMO support so savings are realized, not just identified.
Practical technology
ATM is sized to your team and portfolio, not a multi-year platform rollout.
FAQ
Questions we hear from PMO leaders and PE operating partners.
No new data extracts to prepare — initiative owners enter information directly into Smartsheet via intake forms as work happens. During implementation, we work with your team to customize the back end and integrate with your Microsoft environment.
Typically about six weeks from kickoff to your first live portfolio review, with 5–10 initiatives onboarded by week 5 and 10–15 fully onboarded by week 6. Larger portfolios are scoped and phased accordingly.
Because ATM runs on Smartsheet and the Microsoft 365 tools your team is already using and cleared to use, most clients do not require an additional security review to implement.
Yes. Power BI assets are hosted in your own Power BI environment (or ours, at your election), and Smartsheet licensing, plan upgrades, and user access costs are passed through at actual cost with no markup.
Yes — standardized reporting and initiative governance keep each portfolio company's reporting pack consistent and directly comparable at the top-down Program Cockpit level. This is how PE sponsors including Advent International, HGGC, New State Capital Partners, and Stephens Group use ATM across their portfolio companies today.
Every program is priced as a one-time, all-in implementation fee plus a monthly platform fee that scales with your initiative count, on a 12-month commitment. Financial Impact Tracking is a higher, all-in package with its own implementation fee and monthly rate. Program Manager Support and Transformation Leadership are quoted separately based on scope — typically a negotiated rate for ongoing engagement, or $300/hour for smaller out-of-scope requests.
ATM is built on tools you already use today, which is a big part of why it implements fast and skips most security reviews. We're also developing a lightweight, standalone version of the platform for teams that want the same functionality without a Power BI or Smartsheet dependency — ask us about the roadmap on your fit call.
Get Started
Ready to give your transformation program a real operating system?
See it in action, then let's scope your program together. Try it free for 30 days.
Or email us at hello@arcosgroup.io