Bridging the “Visibility Gap” with Unified Analytics
Executive summary
We orchestrated the strategic digital transformation of a premier design-build firm facing critical operational “visibility gaps.” By replacing fragmented, manual spreadsheet workflows with a custom Enterprise Data Warehouse and the “100 Series” Power BI Executive Suite, we established a repeatable, highly accurate intelligence factory.
This transformation achieved complete data automation, enabling real-time revenue precision, eliminating massive manual overhead, and providing leadership with unprecedented granular visibility into conversion funnels and individual performance metrics.
Eliminated manual data entry and extraction across the enterprise.
Freed up staff from the cycle of
daily data extraction and cleaning.
Client overview
The client operates as a renowned, B Corp-certified design-build remodeling firm based in the Pacific Northwest. Specialising in high-end residential remodeling, energy-efficient solar solutions, and handyman services, the company is built on a legacy of award-winning design and sustainable practices.
With multiple divisions and a high volume of custom projects, the firm manages complex sales cycles from initial discovery to project completion. As business needs evolved, they required a structured modernization program to move away from aging manual reporting frameworks to maintain their standard of excellence and profitability.
Target technology profile
MS SQL Server Warehouse
MS SSIS (ETL Pipelines)
Power BI Executive Suite
Core i ntegrations
Salesforce (CRM)
Sage Intacct (Financials)
Legacy Excel Archives
Business challenge
The Client faced a significant “visibility gap” caused by enterprise data fragmentation. The modernization program was not limited to simple reporting; it required a strategic approach to assess multiple data streams, unify disparate systems, and execute automation efficiently.
“Staff were forced into a cycle of daily data extraction, manual cleaning, and stitching reports—a process we called 'Manual Data Heroics'. It created a lag that made proactive management impossible.”
Data Fragmentation
Critical project and financial data lived in isolated silos (Salesforce vs. Sage Intacct). Understanding the current state required significant manual effort.
Reporting Latency
By the time a report was “cleaned” and formatted for review, the data was already outdated, hindering real-time decisions and accurate forecasting.
Invisible Funnels
There was immense difficulty tracking the “Discovery to Sold” conversion funnel across distinct divisions including Solar, Handyman, and Design-Build.
Performance Blind Spots
A severe lack of granular visibility into operational “Guild Performance” and the day-to-day effectiveness of individual sales personnel.
Data-driven application modernization
We designed and executed an integrated approach that embedded automated ETL and advanced BI tools across the data delivery lifecycle. The unified architecture eliminated silos, creating a Single Source of Truth for the enterprise.
Implementation Highlights
Strategic KPI Discovery
Collaborated with leadership to define core metrics across Sales and Operations, ensuring technical alignment with overarching strategic objectives and division targets.
Automated ETL Pipelines
Built robust pipelines using MS SSIS to seamlessly ingest and harmonize daily data from Salesforce and Sage Intacct, entirely eliminating the need for manual exports.
Centralized SQL Warehouse
Established a high-performance MS SQL Server backbone. This Unified Data Mart acts as the single source of truth, optimized for complex querying and long term historical storage.
Legacy Excel Integration
Safely ingested years of historical data from legacy Excel archives into the warehouse, guaranteeing accurate, uninterrupted year-over-year trend analysis.
Division-Specific Logic & The “100-Series” Suite
Engineered custom models to handle unique sales funnels for distinct divisions, surfaced through a specialized collection of Power BI Dashboards designated for executive real time monitoring.
Modernization results
Area
Traditional Approach
Data-Driven Outcome
Conversion Tracking
Delayed, manual spreadsheet mapping
Real-time visibility into exact drop-off points
Revenue vs. Goal
End-of-month retrospective analysis
Real-time division breakdown & precision
Accountability
Vague overview of team performance
Granular views on "Guild Performance"
Margin Visibility
Disconnected operational/financial views
Direct Intacct integration for live margins
Executive outcome
“By moving away from fragmented spreadsheets and embracing a centralized SQL based architecture, The Client achieved total transparency. The modernization initiative proved that data unification acts as a strategic accelerator for operational excellence.”
The transition from manual spreadsheets to an automated Data Mart has fundamentally redefined how the firm monitors its operational health. The “100-Series” dashboards have become the primary tool for executive reviews, empowering data driven decisions that protect margins and optimize sales talent.
Ultimately, the client secured a scalable “modernization factory” model. This repeatable framework not only conquered immediate technical debt but forged a resilient, highly maintainable foundation to power all future digital transformation waves.