The Challenge
A 200-property residential and commercial maintenance operation was running four separate reporting processes — a weekly ops report in Excel, a monthly finance pack in a legacy BI tool, a client SLA report compiled manually by the account management team, and a board pack assembled in PowerPoint every quarter. Each report took between 8 and 20 hours to produce and was already outdated by the time it reached the reader.
The business had no real-time visibility of SLA compliance, no margin view at the job level, and no way for leadership to answer the question 'how are we performing?' without commissioning a new report. Decisions were being made on instinct and last month's numbers.
The Approach
- 01
Conducted a full data source audit across the CAFM platform, finance system, and CRM to understand data quality, latency, and gaps
- 02
Designed a unified data model bringing job, financial, and client data into a single semantic layer in Power BI
- 03
Built API pipelines from the CAFM and finance systems — eliminating all manual exports
- 04
Delivered three dashboard suites: an operations dashboard (job status, SLA, technician utilisation), a client-facing SLA report (auto-refreshing, client-branded), and an executive KPI suite (margin, revenue, portfolio health)
- 05
Ran a two-day enablement programme with the ops and account management teams to drive adoption
“For the first time, we could see the business as it was running — not how it had run three weeks ago.”