DPO&Co- Daniel P. O'Reilly & Company

DPO&Co- Daniel P. O'Reilly & CompanyDPO&Co- Daniel P. O'Reilly & CompanyDPO&Co- Daniel P. O'Reilly & Company

DPO&Co- Daniel P. O'Reilly & Company

DPO&Co- Daniel P. O'Reilly & CompanyDPO&Co- Daniel P. O'Reilly & CompanyDPO&Co- Daniel P. O'Reilly & Company
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  • Transaction & CFO Svcs.
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    • Asia Team
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High-rise corporate buildings against a clear sky; symbol of professional reach of BPO consulting

ENTERPRISE-GRADE OPERATIONS BUILT FOR THE MID MARKET

DPO&Co provides boutique operational services for mid-market businesses with wide expertise, cost arbitrage, and 24/7 global operations. 

Book a discovery call

Enterprise Challenges, Outdated Mid-Market Processes

As companies grow, operational complexity outpaces internal capacity. Instead of rethinking the operating model, many teams absorb the work, stretching staff and pulling leadership into day-to-day execution.


DPO&Co provides a customized BPO model that scales critical work adapted to your needs, so you can focus on strategic decision-making instead.  

Close-up of consultants reviewing growth metrics as part of a strategic BPO partnership

REPresentative outcomes from our engagements

40–75%

40–75%

40–75%

 Efficiency Gained across finance and ops

43%

40–75%

40–75%

 AR Reduction in <60 days

3,000+

3,000+

3,000+

 SKUs Optimized in 1 Week

66%

3,000+

3,000+

Product Data Management Efficiency 

Excellence across core business functions

Professional using a calculator to manage BPO accounting tasks and financial document accuracy

Finance & Accounting

  • AP/AR 
  • Bank Recon
  • Month-End Close
  • FP&A and Budgeting
  • CPA Assistance
  • MD&A and other Management Reporting  

(Fractional CFO service is also available)

Digital dashboard showing key performance metrics and data visualizations for BPO efficiency

Data Analytics

  • Data Visualization and Dashboards (PowerBI, Tableau, Domo) 
  • Data Harmonization / Normalization for ERP migration 
  • Data Management and Analysis 
  • Data Engineering and Data Scientist Support

Diverse team collaborating on BPO sales growth strategies and marketing campaign performance

Sales & Marketing

  • Lead Generation
  • Sales and Marketing Campaign Management   
  • CRM Management
  • Tearsheet / Pitch Deck 
  • Customer Sales Representative
  • Inside / Outbound Sales Service 
  • Social Media Management  

Automated forklift moving inventory in a large warehouse for optimized BPO supply chain logistics

Supply Chain

  • End-to-End PO Management 
  • Inbound & Outbound Logistics Coordination 
  • E-Commerce Management 
  • Global Sourcing
  • Vendor Liaison & Communication 
  • Inventory Fulfillment Management  
  • Sales & Operations Planning

Diverse team in a meeting discussing BPO HR strategies and employee management solutions

HR & Admin

  • Payroll Support  
  • Benefits Admin 
  • Compliance and Audit  
  • Onboarding/Offboarding Workflows  
  • HR Data Management 

A STRUCTURED ONBOARDING THAT SCALES WITHOUT DISRUPTION

Discovery

Week 0

Event Details

Discovery

Week 0

  • Client request intake and role definition
  • Team availability confirmation
  • Initial resourcing plan and onboarding timeline 

Knowledge Transfer & Transition

Week 1-3

Event Details

Knowledge Transfer & Transition

Week 1-3

  • Kick-off meeting 
  • Task walkthroughs and SOP demonstration 
  • Data, access, and process handover 

Ramp-Up to Full Capacity

Week 4-6+

Event Details

Ramp-Up to Full Capacity

Week 4-6+

  • Feedback loops & check-ins 
  • Process optimization and operational improvements 
  • Internal training and continuous upskilling 

Proven Results Across PE-Backed Portfolio Companies

FP&A, AP/AR, and Data Support

ERP Optimization and Sales Effectiveness

ERP Optimization and Sales Effectiveness

Consumer Research Company


Challenge 

Rapid growth led to delayed executive reporting, complex project-based AP/AR bottlenecks, and QA gaps


Solution 

Deployed an 8-FTE support team to automate reporting, manage AP/AR, and handle survey QA

 

Impact 

  • 300% improvement in reporting efficiency (3 days to 1 day)
  • Up-to-Date AP & AR aging allowing better cash flow management
  • Eliminated manual survey testing time 

ERP Optimization and Sales Effectiveness

ERP Optimization and Sales Effectiveness

ERP Optimization and Sales Effectiveness

 PCB Manufacturer


Challenge 

 Underutilized ERP and fragmented data resulted in lack of pricing consistency and pipeline visibility 


Solution 

  Embedded a dedicated team to optimize ERP usage, clean master data, and support outbound sales effort

 

Impact 

  • ~3,000 customer records normalized; 40k rows of data cleansed
  • 4,500+ target accounts activated with automated sequencing
  • Implemented inventory management and production features to further cross-functional collaboration


E-Commerce Ops and Data Analytics

ERP Optimization and Sales Effectiveness

E-Commerce Ops and Data Analytics

 HVAC Distributor


Challenge 

Manual marketplace operations and slow-moving inventory tied up working capital


Solution 

 Managed listings, orders, and messages across marketplaces, supported by analytics and data harmonization 

 

Impact 

  • 2,200+ SKUs actively managed
  • $40K inventory liquidated in 16 days
  • Significant reduction in manual operational workload 

Ready to free up time and cut overhead?

Assess your company with no strings attached

Book a discovery call

FAQ

Our BPO services are designed for growth-oriented, mid-market companies that need enterprise-grade operations without building large internal teams. Most of our clients fall between $5M - $300M in revenue, but company size is less important than operational complexity and growth ambition.


DPO&Co specializes in mid-market businesses. Compared to other providers, DPO&Co possesses:

  • Dedicated analysts embedded in your workflows
  • Strong analytical, financial, and data skill sets
  • SOP creation and process improvement (not just execution)

This makes us also effective for processes that sit between “transactional” and “strategic”


Most engagements reach full productivity within 4-6 weeks depending on scope and complexity (assuming resources are set in stone). Existing SOPs accelerate onboarding, but if documentation does not exist, our team will create and formalize SOPs during the transition while running work in parallel.


 Each engagement includes:

  • A primary analyst as your day-to-day contact
  • Documented SOPs and shared knowledge repositories
  • Cross-training to ensure redundancy and continuity

This structure reduces key-person risk and ensures consistent output even as scope evolves.

We also ensure that existing roles do not get replaced, but instead integrated as part of the collaborative engagement.


You will have a dedicated point of contact and a defined operating cadence. We provide regular check-ins, progress updates, and recommendations for improvement, while fully managing the team on your behalf.


Our teams are intentionally structured to support global clients. We have teams assigned on US hours and US-overnight hours. During onboarding and subsequent meetings, we will arrange to meet with you on US hours or overlap working hours. Maximum response time is within 12 hours.


Our teams work across common ERP, CRM, BI, and e-commerce platforms including NetSuite, Sage, Acumatica, Microsoft Business Central, Quickbooks, Shopify, HubSpot, Tableau, Power BI, Domo, and others. We adapt to your existing stack rather than forcing tool changes.


Clients typically see:

  • 20-50% hard cost savings versus equivalent roles
  • Faster cycle times and improved accuracy
  • Long-term savings in the form of reduced turnover, rework, and knowledge loss

Rathan than a one-time ROI calculation, most clients view BPO as an ongoing operating leverage advantage.


Yes. Many clients begin with a single function or role and expand as value is proven. Our resourcing model is designed to scale incrementally without disruption.


Start with a discovery call. We will discuss your current processes, pain points, and priorities, as well as recommend a right-sized starting scope. From there, we align on timeline, resourcing, and next steps.


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