Case Studies

Recent success stories of our work with companies based in B.C.:

Case Study

Asset and Employee Performance Tracking at an HVAC Firm

Every week, a management report showing new and current job progress was manually created by a staff member.

This involved copy and pasting data from a construction management system into an Excel template, then rearranging to management’s spec.

It was a frustrating repetitive task and often resulted in errors copying and pasting the exported data…

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Case Study

Customized Profit & Loss Report for a Major Furniture Manufacturer

The company was using a dashboard for monthly executive reviews, but updates were too labour intensive and prone to errors.

The chart of accounts and dashboard designs change during they year to adapt to strategic updates, and they wanted a solution to adapt to these situations…

QuickBooks could not export data into a format that’s easily organized into their evolving dashboard. Each strategic update meant manually updating the original dashboard, finding and updating multiple static formulas, a process that took several hours to a whole day.

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