Reflexis Systems

Reflexis Systems

Reflexis Systems is a market-leading workforce management software company that specializes in task management. The company's solutions include workforce scheduling, time and attendance, task management, and a real-time retail execution platform. The company was founded in 2001 and is headquartered in Dedham, MA.

Date of Investment: December 2013
Exit Date: September 2020
Exit Type: Strategic Sale
Sageview Contact(s):

Sageview Value-Add

  • Operations

    • Built out KPI metrics and reporting
    • Gross margin scaling
  • Sales & Marketing

    • Helped the company scale an enterprise sales force from the ground up
    • Introduced 20+ customers, channel partners, and new vertical markets
    • Helped the company build a valuable customer success organization
    • Guided the company in leveraging executive and board level relationships to win deals
  • Human Resources

    • Guided the team in adding in outside talent to complement the existing team; helped hire new SVP Sales (CRO), CMO, CFO, and VP HR
    • Helped the company evolve its culture to facilitate scaling
    • Financial services leads
  • Capital Markets

    • Introduced bank financing sources
    • Led 2017 equity recap process
    • 2 bridge financings to support growth
    • Helped the company court strategic relationships for an exit