Operational intelligence for PE-owned manufacturers

"I'm not sure, let me get back to you."

Your CFO shouldn't have to say
that in a board meeting.

Marquis IQ connects your ERP data, cleans it, and puts trusted numbers in front of the right people. Your team stops reconciling and starts running the business.

JM
SR
KL
+

Trusted by finance and ops teams at PE-owned manufacturers across the Midwest

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Daily Pulse
Executive overview · 3 plants · YTD through Sep 2025
View: Global ▾
Period: YTD ▾
Revenue
$47.2M
▲ 8.2% vs PY
Gross Margin
34.8%
▲ 1.4pt vs PY
EBITDA
$8.1M
▲ 12.3% vs PY
Cash
$6.4M
▲ 5.9% vs PY
Plant ERP Revenue Gross Margin EBITDA % vs Plan
Chicago Dynamics BC $21.4M 36.2% 18.4% ▲ On plan
Indianapolis Sage 100 $14.8M 33.1% 15.8% ▼ −1.2pt
Columbus Epicor $11.0M 34.4% 16.5% ▲ On plan
Total $47.2M 34.8% 17.2% ▲ On plan
Open Orders
$16.7M
→ Stable vs PY
Past Due
$3.2M
▼ 8.1% vs PY
On-Time Delivery
91.3%
▲ 2.1pt vs PY
Inventory Turns
6.2x
▲ 0.4x vs PY
Works with
The problem

Your ERP knows everything.
Your leadership team sees almost none of it.

Enterprise systems record every transaction, every shipment, every invoice. But that data lives in formats designed for accountants and system administrators, not for the leadership team that needs answers on a Tuesday morning.

The result: finance teams spend the last week of every month manually pulling, reconciling, and praying the numbers hold. And when a board member asks a question no one prepared for, the answer is always the same.

See how Marquis IQ changes that

"Let me get back to you on that." Said by every finance leader who doesn't trust the number they're about to quote in a board meeting.

The reconciliation work that used to take three people ten days, every single month, is not a staffing problem. It's a data problem.

"What are other firms in our portfolio doing?" The question PE sponsors ask that no one can answer without calling three people first.

How it works

From ERP to decision in four steps

No data team required. No months-long implementation. Most customers are running live dashboards within weeks of their first call.

1
Connect

We connect directly to your ERP: Dynamics, Sage, Epicor, NetSuite, Acumatica, and more. Certified connectors we maintain, so your IT team doesn't have to.

2
Enrich

We normalize and deduplicate your master data across every ERP. Customers, Suppliers, Items, Warehouses, and operational Calendars. One authoritative record per entity, maintained in Marquis IQ. Not a spreadsheet on someone's desktop. This is the foundation every IQ Module runs on.

3
Analyze

Access your data through IQ Modules built for manufacturing, your existing Power BI or Tableau environment, or connected Excel templates your team already works in. Industry best practices baked in, not a blank BI canvas.

4
Act

Marquis IQ doesn't stop at the dashboard, it assigns what needs doing. Go-Gets are AI-powered action items discovered automatically: past-due AR trending worse, overstocked parts with no demand, a supplier raising prices, a top customer who hasn't ordered in 60 days. Each one goes to a named owner. Not just insight, accountability.

Beyond reporting

Tools your team actually uses

Most data platforms stop at the dashboard. Marquis IQ goes further. Pre-built analytics that surface what's happening, and workflow tools that help your team do something about it.

Analytics IQ
Know exactly where margin is won and where it's slipping

When your PE sponsor asks "why did margin change?" you should have the answer before the question. Pricing IQ breaks every margin move into price, volume, and mix, by customer, product, and end market.

Pricing
Gross Margin Bridge · FY 2024 → FY 2025
$8.3M +$2.1M +$470K −$328K $10.5M Prior GM Volume Price Mix Current GM
Workflow IQ
The tool your ops team opens every morning

Open Sales Order Triage gives your operations team a live view of every order in flight: what's on track, what's at risk, and what needs a call today. Not a monthly report. A daily operational tool.

Operations
OrderValueShip dateStatus
SO-48291
Acme Industrial Corp
$42,800
May 19
At risk
SO-48307
Midwest Fabricators LLC
$18,450
May 21
On track
SO-48312
Precision Parts Co.
$91,200
May 23
Delayed
SO-48318
Atlas Manufacturing
$27,600
May 24
On track
What best-in-class looks like

What are other firms in your space doing?

We work with PE-owned manufacturers every day. Here's what the best-run ones have in common.

5–7 days
Month-end close cycle for top-quartile manufacturers
Most clients start at 14–21 days. Automated reconciliation is the difference.
1 source
Single version of the truth, across all ERPs and all sites
Even multi-plant, multi-ERP operations report from one consolidated data layer.
30+ min
Time saved per board question, when the answer is already there
"Let me get back to you" becomes "here's the breakdown by customer."
0 FTEs
Additional data staff required to run Marquis IQ
No data engineer needed. We connect, maintain, and update the platform.
From the field

What customers say after go-live

Marquis Data's work has resulted in immediate reductions of working capital, reduced consignment inventory, and improved period-over-period sales. The solutions have saved countless hours and real P&L results.

— Jerry Cignarella, President Polar Services (now Depot Connect International)

Our partnership with Marquis Data has provided ACPI with a platform that will support all of our acquisitions, has allowed us to capture real-time changes in product costs, and has dramatically reduced the hours needed to generate our analysis.

— Mike Franklin, CIO ACPI Products Inc. (now Cabinet Works)

The work Marquis Data has done resulted in a unified and global data platform, widespread analytics adoption, and business outcomes which couldn't have been realized otherwise.

— Daric Schweikart, CIO & VP of Technology SHAPE Technologies
Ready when you are

See what Marquis IQ can do for your business

Schedule a 30-minute demo. We'll show you the platform running on real manufacturing data, walk through how it handles your ERP environment, and answer every question your finance and IT teams will have before they'll approve anything.

No commitment. No sales pressure. We'll tell you honestly if we're the right fit.