How an $850M Commercial Contractor Unified Service Reporting Across 13 Business Units
Building a unified dashboard to drive enterprise reporting and compare business performance across disparate systems—increasing service revenue and preventative maintenance contracts.
Commercial Contractor
$850M Annual Revenue
Automized Team
Digital Operations Consulting
13 business units, multiple disparate systems, zero unified visibility
A large commercial contractor with 13 business units was running operations on a mix of Dataforma and Dynamics 365 instances—making cross-business comparisons nearly impossible.
Service financial performance and operations data lived in silos, preventing leadership from identifying top performers, spotting trends, or replicating best practices.
Each business unit reported metrics differently, with inconsistent definitions and timelines creating confusion during monthly reviews.
Leadership needed a unified view to drive an enterprise reporting initiative that would enable strategic decisions on service revenue growth and preventative maintenance expansion.
Custom data pipelines and unified enterprise dashboard
Here's how we helped transform their operations:
System & Data Assessment
4 weeksConducted a comprehensive audit across all 13 business units to map data sources, understand workflows, and document metric definitions across multiple software instances including Dataforma and Dynamics 365.
Data Pipeline Development
8 weeksBuilt custom ETL pipelines for each system to extract service financial and operations data, transform it into a standardized format, and load it into a centralized data warehouse.
Enterprise Dashboard Creation
6 weeksConducted collaborative workshops with leadership to identify the critical questions the dashboard needed to answer—focusing on actionable insights rather than simply displaying more data. Designed and developed a unified dashboard that enables leadership to compare business unit performance side-by-side, track service revenue trends, and monitor preventative maintenance contract metrics.
Training & Rollout
3 weeksTrained leadership and regional managers on the new dashboard, established monthly reporting cadences, and documented standardized metric definitions for consistent enterprise-wide tracking.
Unified visibility driving measurable revenue growth
Business Units Unified
All reporting in one dashboard
Unique Software Instances
Integrated into unified dashboard
Real-Time Visibility
Live service performance tracking
Service Revenue Growth
Increased recurring maintenance contracts
Services Used
Ready to achieve similar results?
Let's discuss how we can help transform your operations.