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Case study

One scorecard for 13 roofing business units

A commercial roofing platform brought every unit's job and field service data into one warehouse, so leadership compares units on the same numbers.

Value to the client

Cost reduction
600hrs / yr
of monthly report building across 13 units
Our estimate
Risk mitigation
1
definition of each measure, shared by every unit
By design
Revenue growth
13
units compared on service sales against budget, so the best practices spread
By design

Our estimate assumes about 4 hours a month per business unit to pull and reconcile its reports by hand.

Josh Mullins

Managing Director

3 min read

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At a glance

Client
Not named
Industry
Commercial roofing platform
Company size
$650M annual revenue, 13 business units
Services

Systems connected

  • DataformaOne instance per business unit
  • Dynamics 365Field service work orders

One data warehouse

Shared definitions for every unit

  • Power BIScorecard and dashboards

Every unit on the same numbers, side by side

Business units
13
In one scorecard
Source systems
2
Dataforma and Dynamics 365
History
2022
Comparable back to January 2022
Weeks
21
Assessment to rollout

Before

13 business units, 13 ways of reporting

  • Each unit ran its own Dataforma instance, with Dynamics 365 in places.

  • Statuses, lead sources, and job numbers meant different things from one unit to the next.

  • Leadership couldn't compare units, or see what the best ones did differently.

What we did

One warehouse, shared definitions, one scorecard

  1. Map every source4 weeks

    Documented each unit's systems and how it defined the same measures.

  2. Load and standardize8 weeks

    Loaded every instance into one warehouse with shared job IDs, statuses, and lead sources, back to 2022.

  3. Build the scorecard6 weeks

    Power BI compares units each month on revenue, work orders, invoicing, and crews.

  4. Train and hand over3 weeks

    Trained leadership and regional managers; documented every definition.

What we built

Every business unit on one scorecard

Service sales against budget, work orders this year against last, and sales per truck against target, for every unit or one at a time.

Service scorecard · all business unitsExample data
Work orders invoiced
1,000
Last year: 1,100
Work orders created
1,500
Last year: 1,600
Service % of revenue
10.0%
Target: 20.0%

Service sales vs budget

ActualBudget

Work orders invoiced, this year vs last

This yearLast year

Average $ per work order invoiced

Monthly service sales per truck

Per truckTarget

Placeholder values. Units are lettered and numbers are not client data; the views match the scorecard.
“For the first time, we can see how all our business units stack up against each other in real-time. This visibility has helped us identify best practices and drive service revenue across the platform.”
Director of Service, commercial roofing platform

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