GED first
Prove commercial value creation at one portfolio company with measurable pipeline, cross-sell and aftermarket results before scaling.
A PERSONAL POINT OF VIEW FOR MSOUTH EQUITY PARTNERS
Commercial value creation,
built across the portfolio.
Accelerate organic growth and EBITDA across the portfolio. Start with GED as the proof point, connect customer intelligence with Microsoft CRM and AI, then scale the operating model without replacing existing ERPs.
Jason Wickman · Founder, Agilidy · Former MicrosoftIndependent proposal · October 2026 · Draft
01 / THE COMMERCIAL THESIS
One proof point.
Then a repeatable
portfolio motion.
Private equity creates value by improving every company the fund owns. Most firms hire operating partners for strategy, then bring in consultants for execution. The gap between thesis and revenue outcome is where value leaks.
Agilidy proposes a different model: a single fractional revenue-technology leader who personally drives the first proof point at GED, then scales the same commercial architecture — CRM, AI, account intelligence, cross-sell and aftermarket — across the MSouth portfolio.
The principle
Build the operating model once. Prove it at GED. Repeat it across the portfolio — with each company's ERP intact.
Portfolio cross-sell
Map where one MSouth company's customer base or installed base creates a revenue opportunity for another.
Scalable CRM + AI
One CRM and AI architecture pattern, configured per company, sitting on top of the ERP each company already runs.
02 / WHAT WE KNOW VS. WHAT WE WOULD TEST
Verified facts and working hypotheses.
Every claim in this proposal is labeled. We separate what is publicly verifiable from what we would validate during the engagement.
Verified fact
GED (Form Industrial Automation) is a portfolio company operating in industrial automation. MSouth Equity Partners is a private equity firm.
Verified fact
Jason Wickman brings 25+ years in CRM consulting and Microsoft field experience, including 12 years at Microsoft, and has built a Microsoft account intelligence platform.
Working hypothesis
GED's installed base and aftermarket represent untapped cross-sell and recurring revenue potential that CRM and AI can quantify and activate.
Working hypothesis
The same CRM + AI architecture can be replicated across MSouth portfolio companies without replacing their existing ERPs, creating portfolio-level operating leverage.
Verified facts are based on public information and Jason's documented background. Working hypotheses would be validated during discovery and the 90-day pilot. No confidential MSouth or GED data is referenced in this proposal.
03 / PORTFOLIO CROSS-SELL & AFTERMARKET
The installed base
is the hidden portfolio.
Every portfolio company has customers it already sold to. Most do not systematically mine that installed base for cross-sell, aftermarket attach or expansion revenue. That is where EBITDA growth lives — without new headcount.
Account intelligence turns the installed base into a prioritized, actionable list: which accounts are most likely to buy more, which are at risk, and which represent a cross-sell opportunity into another MSouth company's customer base.
ILLUSTRATIVE AFTERMARKET MODEL
What could installed-base intelligence unlock?
$600,000
Potential incremental aftermarket revenue
Revenue × attach rate × improvement %. Illustrative calculation showing the sensitivity of aftermarket revenue to CRM and AI-driven account intelligence. Not a forecast, guarantee or GED-specific result. Actual potential depends on installed-base size, product mix and sales execution.EXAMPLE / CUSTOMER 360 + COPILOT SALES AGENT
Meet Jackie.
Meet the Copilot agent
that works beside her.
Jackie Morrison is a senior account executive at Norfield. Her Teams Copilot agent watches her accounts 24/7 — proactively alerting her to opportunities, drafting personalized outreach, and tracking follow-through so nothing slips. See the full Customer 360 experience for Great Lakes Windows & Doors: $8.4M revenue, 42% share of wallet, $11.6M whitespace, GED/Norfield/Rethceif opportunity propensity, a 30-60-90 day account plan, and the Copilot agent in action.
Illustrative mockup. Hypothetical account name, revenue, share-of-wallet, whitespace, propensity scores, Copilot alerts and outreach drafts. Not real customer data. No GED, Norfield, Rethceif or MSouth confidential information is referenced.
Jackie Morrison
Senior Account Executive · Norfield
Great Lakes Windows & Doors
Building Products · Industrial · 340 employees
$8.4M
Annual revenue
42%
Share of wallet
$11.6M
Whitespace opportunity
Share of Wallet
Where Great Lakes spends across Norfield, GED, Rethceif and other suppliers
Our ecosystem (Norfield + GED + Rethceif)82%
Whitespace Opportunity
Estimated untapped annual revenue from products this account does not yet buy direct
$11.6M
estimated annual whitespace
- GED automation controller upgrade — $3.2M
- Norfield aftermarket service expansion — $2.8M
- Rethceif direct-supply conversion — $5.6M
Opportunity Propensity
AI-predicted likelihood of engagement within 90 days, by brand
GED
Automation controller upgrade
Installed controllers nearing end-of-life; recent service activity on legacy parts.
87
$3.2M
High
Norfield
Aftermarket service contract
Service contract expires in 60 days; 94% renewal rate for accounts with Copilot touch.
91
$2.8M
High
Rethceif
Precision components cross-sell
Account buys Rethceif from distributor; direct relationship untested but fit is strong.
64
$5.6M
Medium
30-60-90 Day Account Action Plan
0–30 days
Lock the renewal, open the upgrade
- Renew Norfield aftermarket service contract before expiry
- Schedule discovery call on GED controller upgrade
- Copilot drafts personalized renewal email + meeting prep brief
31–60 days
Cross-sell motion, build the case
- Deliver GED controller ROI comparison vs. legacy parts
- Pilot Rethceif direct-supply sample order
- Copilot tracks rep follow-ups and escalates stalled deals
61–90 days
Close, expand, document
- Close GED upgrade + Norfield renewal as bundled package
- Expand Rethceif cross-sell to second product line
- Document the play for portfolio-wide rollout
Teams Copilot Agent Proactively monitoring Great Lakes Windows & Doors
The Copilot agent watches account signals 24/7 — alerting Jackie to opportunities, drafting personalized outreach, and tracking follow-through so nothing slips.
Norfield service contract for Great Lakes Windows & Doors expires in 60 days. Renewal propensity: High (91%).
Great Lakes has not ordered GED spare parts in 94 days. Aftermarket opportunity flagged — $3.2M estimated.
Rethceif cross-sell: Great Lakes buys $5.6M/yr from distributor. Direct-supply margin uplift estimated at 18%.
This mockup illustrates the kind of account intelligence and AI-agent experience a D365 + Dataverse + Copilot Studio layer could deliver on top of an existing ERP. Account name, revenue, share-of-wallet, whitespace, propensity scores, Copilot alerts, drafted emails and accountability tasks are entirely hypothetical. No real customer, GED, Norfield, Rethceif or MSouth data is used or implied.
04 / SCALABLE CRM & AI WITH EXISTING ERPS
One architecture.
Each company's ERP stays.
The portfolio companies already run ERPs that work. The value-creation opportunity is not replacing them — it is adding a commercial intelligence and revenue layer on top.
Microsoft Dynamics 365 Sales, Dataverse and Copilot Studio provide that layer: a unified CRM and AI platform that integrates with each ERP, surfaces account intelligence, automates cross-sell and aftermarket plays, and scales across the portfolio with one operating model.
Why not replace the ERP?
ERP replacement is slow, expensive and risky. Revenue value creation does not require it. The CRM + AI layer delivers EBITDA impact in weeks, not the quarters an ERP migration demands.
ILLUSTRATIVE PORTFOLIO ROLLOUT
| Portfolio company | Sector | Role | Focus |
|---|---|---|---|
| GED (Form Industrial Automation) | Industrial Automation | First proof point | Cross-sell, aftermarket, CRM + AI on IFS |
| Portfolio Co. B | Diversified Industrial | Scale candidate | Account intelligence, installed-base |
| Portfolio Co. C | Specialty Distribution | Cross-sell source | Aftermarket attach, cross-portfolio selling |
Portfolio company names and sectors are illustrative placeholders. Actual MSouth portfolio composition, sector mix and rollout sequence would be agreed during discovery. No confidential portfolio data is referenced.
05 / STRATEGY THROUGH EXECUTION
A 90-day start.
A repeatable portfolio motion.
Establish the GED proof point.
Deliverables: GED commercial baseline + prioritized use-case backlog + pilot scope + success measures. Gate: agree the first proof-point pursuit.
- Personally assess GED commercial data, CRM environment, IFS footprint, customer base and aftermarket motion; agree the first cross-sell and installed-base priorities.
- Map GED accounts against the existing Microsoft account intelligence platform; identify portfolio cross-sell targets and aftermarket whitespace.
- Configure a prioritized CRM and AI use-case backlog for GED; agree the two highest-value plays to pilot.
- Define the EBITDA-linked success measures and the baseline against which the pilot will be measured.
The weekly scorecard
Pipeline movement · Aftermarket attach rate · Cross-sell activity · Account intelligence coverage · CRM adoption · AI workflow throughput · EBITDA-linked progress vs. baseline
Proposed delivery scope. Revenue and EBITDA targets are agreed after baseline discovery. Verified results are reported separately from projected impact.06 / WHY JASON
Personally led.
Business first.
Portfolio-aware.
I'm Jason Wickman, founder of Agilidy. I bring 25+ years at the intersection of customer strategy, revenue and Microsoft technology, including 12 years at Microsoft and experience building a CRM business that was acquired.
I have built a Microsoft account intelligence platform to support account research, cross-sell discovery and targeted engagement. For MSouth, I would apply that asset to portfolio companies — starting with GED — and scale the operating model across the fund.
I work with a handful of clients, personally leading the work alongside operating partners and portfolio company leadership. The engagement can expand across the portfolio or transition to a permanent hire with a documented handoff.
More about Jason07 / THE PROPOSED FRACTIONAL ENGAGEMENT
Fractional Revenue-Technology
Operating Partner
An initial 90-day engagement to prove the model at GED and establish the portfolio rollout plan, personally led with MSouth operating partners and portfolio company leadership.
Commercial terms and capacity agreed after discovery. Fractional, retainer or contract-to-hire structures available by mutual agreement. This is a draft proposal; no engagement has been agreed.
What I would own
Commercial strategy for GED proof point, CRM + AI use-case prioritization, account intelligence, cross-sell and aftermarket play design, portfolio rollout planning, executive reporting and handoff documentation.
What we would coordinate
Portfolio company sales leaders own their teams and deals; IT owns ERP and infrastructure decisions; operating partners own the value-creation plan. Microsoft partner and specialist resources are scoped where needed.