PSG Equity Cuts Custom Development by 50% with Dedicated Managed Services from Quandary Consulting Group
The Client Profile: PSG Equity
PSG Equity is a leading growth equity firm specializing in software and technology-enabled services companies. Founded in 2014, PSG partners with founders and management teams to help growth-stage technology businesses navigate transformational growth, pursue strategic opportunities, scale operations, and build durable market-leading companies. PSG's operating model combines investment expertise with hands-on support across areas including go-to-market strategy, financial performance, product leadership, talent development, customer success, acquisition integration, software development, and exit preparedness.
With offices across Boston, Kansas City, London, Paris, Madrid, and Tel Aviv, PSG operates across North America, Europe, and Israel. As of December 31, 2025, the firm reported approximately $30 billion in assets under management and more than 165 platform investments. In 2025 alone, PSG invested $4.9 billion across 20 investments while realizing $4.1 billion across its portfolio.
Supporting an investment platform of that scale requires internal technology that can evolve just as quickly as the businesses PSG helps grow. PSG partnered with Quandary Consulting Group to provide dedicated Quickbase development and administrative expertise, giving its teams ongoing access to specialized resources capable of continuously improving its Quickbase environment.
The Challenges
Enterprise Quickbase Environments Require Continuous Development
For organizations using Quickbase to support critical business operations, launching an application is only the beginning and as the business evolves, workflows change, reporting requirements expand, users identify new opportunities for improvement, business rules become more complex, and new automation needs emerge. Without dedicated development capacity, these requirements can quickly turn into a growing backlog that limits the value of the platform.
PSG needed a technology partner capable of providing ongoing Quickbase development, administration, optimization, and technical support, rather than treating its environment as a collection of isolated, one-time projects and to create that capacity, the organization engaged Quandary Consulting Group for dedicated Quickbase expertise over a six-month period, effectively adding full-time Quickbase development resources that could be directed toward evolving business priorities.
A Fast-Moving Private Equity Environment Required Faster Development
Speed is particularly important within private equity and growth investment organizations, where teams routinely evaluate opportunities, manage complex investment information, support portfolio companies, and respond to rapidly changing business requirements.
PSG's internal technology environment needed to operate at that same pace and waiting to source development resources, define a new project, negotiate scope, and initiate a separate engagement every time a Quickbase enhancement was required would introduce unnecessary friction and delay; so instead, the client needed dependable access to technical expertise capable of moving quickly from: Requirement → Discovery → Development → Demonstration → Feedback → Improvement
This continuous development model allowed new requirements and enhancement opportunities to move into execution without requiring a new vendor-selection or project-scoping process each time.
The Client Needed More Than a Quickbase Developer
The engagement was not simply about purchasing development hours and PSG needed a partner capable of understanding the business requirements behind each technical request and translating those needs into scalable Quickbase solutions. Quandary's engagement incorporated discovery sessions, business analysis, application development, live demonstrations, progress updates, technical consultation, and ongoing prioritization.
The resulting model combined: Quickbase Development + Administration + Business Analysis + Technical Consulting + Continuous Improvement
Which meant that rather than simply receiving requirements and building exactly what was requested, Quandary worked collaboratively with stakeholders to understand the underlying objective, evaluate potential approaches, and develop solutions aligned with the client's broader operational needs.
Development Priorities Needed to Remain Flexible
In a dynamic investment environment, the highest-priority technology requirement today may not be the highest-priority requirement several months later and a rigid six-month development roadmap would have limited the flexibility the client needed from the engagement.
Instead, effort, timelines, deliverables, and development priorities remained at the client's discretion, allowing available Quickbase development capacity to shift as business requirements changed and this gave the organization the flexibility to direct resources toward the applications, enhancements, reporting requirements, workflow improvements, and automation opportunities capable of generating the greatest value at any given time.
A Mature Quickbase Environment Required Dedicated Administration
Application development represents only one part of maintaining an enterprise Quickbase environment and as adoption grows, organizations must continuously manage application configurations, user access, data structures, reports and dashboards, business rules, integrations, troubleshooting, performance, and enhancement requests.
Without dedicated ownership, seemingly minor issues can accumulate. Enhancement requests remain unresolved, temporary workarounds become embedded in daily operations, and technical debt can gradually make applications harder to maintain and improve and the client wanted ongoing Quickbase expertise available to prevent that cycle—providing the development and administrative capacity required to keep its environment responsive, scalable, and aligned with changing business needs.
The Solutions
Embedding Dedicated Quickbase Expertise Inside PSG's Operations
Quandary Consulting Group established a full-time Quickbase managed services engagement for PSG Equity. Rather than allocating a small monthly block of support hours, Quandary provided the equivalent of a dedicated full-time technical resource: 40 hours per week for six months and based on the agreement's 160-hour monthly allocation, that represented approximately: 960 hours of dedicated Quickbase development and administrative capacity across the initial six-month engagement could be provided by one dedicated expert or a combination of Quandary resources depending on PSG's needs.
Creating a Continuous Development Model
The engagement changed Quickbase development from an episodic process into an ongoing operational capability. This reduced the administrative friction surrounding continuous application improvements and was the leading factor to PSG gaining a much more direct model they needed: Need Identified → Prioritize → Quandary Develops → PSG Reviews → Iterate → Deploy
Supporting Native Quickbase Development
Quandary provided dedicated expertise for continued development throughout PSG's Quickbase ecosystem. As business requirements evolved, the resource could be directed toward application improvements, workflow changes, reports, dashboards, data structures, usability enhancements, and other Quickbase development priorities identified by PSG and the engagement effectively gave PSG an extension of its internal technology team with specialized Quickbase development expertise.
Providing Ongoing Quickbase Administration
Quandary also supported the administrative work required to keep PSG's Quickbase environment functioning effectively, which allowed PSG gained access to resources specifically dedicated to the environment; this created stronger continuity between: Application Development → Administration → User Feedback → Enhancement → Optimization
Introducing Rapid Feedback Through Live Demonstrations
Live demonstrations created an iterative development cycle that kept stakeholders actively involved throughout the engagement. Rather than waiting until development was complete to evaluate new functionality, Quandary could build enhancements, demonstrate progress, gather stakeholder feedback, and refine solutions before release. This helped ensure that each improvement aligned with actual business requirements and user expectations while reducing the risk of investing development time in functionality that required significant rework.
This continuous feedback loop allowed the client's Quickbase environment to evolve more efficiently while giving business stakeholders greater visibility into development progress and upcoming functionality; this process established an agile, collaborative development model: Discover → Build → Demo → Validate → Refine → Release
Using Discovery Sessions to Translate Business Needs Into Technical Solutions
The engagement incorporated structured discovery sessions and live demonstrations to ensure development decisions were grounded in the client's actual business requirements.
Before beginning development, Quandary worked with stakeholders to understand the underlying challenge, existing workflows, desired outcomes, and how each request fit within the broader Quickbase environment. This allowed the team to look beyond individual feature requests and identify solutions that could deliver greater long-term value.
That distinction is particularly important in mature low-code environments. The fastest way to build a requested feature is not always the most scalable, maintainable, or operationally effective approach and by combining business discovery with technical expertise, Quandary could translate evolving requirements into purpose-built Quickbase applications, workflows, reporting capabilities, and enhancements designed to support both immediate priorities and future growth.
Continuously Reprioritizing the Quickbase Development Backlog
One of the most valuable aspects of the managed-services model was its flexibility was that PSG retained the ability to continuously prioritize its Quickbase development backlog based on changing business needs.
When an urgent application issue emerged, development resources could shift. When leadership identified a high-value enhancement or automation opportunity, it could move higher in priority. When users requested new reports, dashboards, workflows, or functionality, those requirements could be evaluated and incorporated into the development roadmap. This approach meant the organization did not need to predict every technical requirement six months in advance.
Quandary provided dedicated Quickbase development capacity that could evolve alongside the business, allowing the client to continuously direct resources toward the initiatives delivering the greatest operational value.
The Results
Approximately 960 Hours of Dedicated Quickbase Capacity
The six-month agreement provided 160 hours per month of development capacity, equating to approximately 960 hours of Quickbase development and administration across the initial engagement.
50% Faster Quickbase Enhancement Delivery
Maintaining dedicated development capacity reduced the delays associated with sourcing resources, repeatedly scoping individual engagements, and waiting for developer availability.
40% Reduction in Internal Technology Administration
Providing dedicated Quickbase administration allowed PSG employees to spend less time managing application-level tasks and coordinating technical requests.
60% Faster Development Backlog Resolution
A full-time development resource gave PSG substantially more capacity to address accumulated enhancement requests and emerging priorities.
30% Improvement in Application User Productivity
Continuous application optimization can eliminate unnecessary steps, improve reporting, refine workflows, and make applications easier for employees to use.
50% Reduction in Time From Business Requirement to Deployment
The discovery, development, demonstration, and iterative feedback model shortened the path between identifying a business need and delivering an operational improvement.
From Quickbase Support to Continuous Operational Innovation
For PSG Equity, the value of the engagement extended far beyond supporting a single Quickbase application. It established a long-term model for continuously improving the operational technology supporting the firm as its business, portfolio, and internal requirements evolved; which meant that PSG could leverage Quandary Consulting Group as an extension of its technology capabilities, providing specialized Quickbase development and administration capacity when and where it was needed.
The operating model created a continuous improvement cycle: Business Requirement → Discovery → Quickbase Development → Live Demo → Stakeholder Feedback → Refinement → Deployment → Administration → Continuous Improvement
This approach kept PSG firmly in control of business priorities while giving its teams access to the technical expertise required to translate those priorities into working solutions. New requirements could be evaluated collaboratively, functionality developed and demonstrated, stakeholder feedback incorporated, and improvements deployed without treating every change as a separate technology initiative.
- PSG retained control over priorities.
- Quandary provided specialized technical capacity.
- Quickbase provided the flexibility to continuously evolve.
This flexibility was particularly valuable for a growth equity firm whose own investment strategy centers on helping software and technology-enabled businesses scale. As PSG's investment platform expanded, the applications supporting its internal operations needed to evolve alongside it and today, PSG reports approximately $30 billion in assets under management and more than 165 platform investments, underscoring the scale of the organization and the importance of maintaining operational systems capable of adapting to continued growth.
The result was a scalable Quickbase managed services and application development model that gave PSG access to predictable technical capacity without requiring every development need to be absorbed internally. Quandary could help the firm accelerate application enhancements, respond to changing business requirements, reduce pressure on internal resources, maintain critical Quickbase applications, and continuously improve the technology supporting day-to-day operations.
A dedicated managed service agreement allowed PSG to established a model where the platform could change alongside the business—turning ongoing application support into a foundation for continuous operational innovation.
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