Situation
The Seer Group is a nationwide roll-up of HVAC Services, partnering with existing brands to achieve their financial goals by growing their businesses and facilitating planned exits that benefit sellers, employees, and customers.
Challenge
- The Seer Group is actively looking to grow through partnerships with existing HVAC brands.
- As part of these partnerships, there is difficulty quickly producing consolidated financials and operations KPIs to monitor performance of the entire portfolio of brands.
- Each legal entity had its own financial system, operational system, its own chart of accounts, and its own dimensions in which measures performance (class, geography, department, etc.).
- The team had difficulty getting all the data from disparate systems into one spot.
Action
- Once the acquisition is complete, the team from The Seer Group uses the BUCS Connection Hub to establish connections to the target’s financial and operational systems.
- BUCS begins pulling the data and integrating into existing data structure.
- Financials and Operational KPIs are produced and presented in existing consolidated reporting. Outside configurations (account mappings, class/business unit mappings, etc.) are also populated.
Result
4 Hours
From connection to live reporting
10 Minutes
Needed from client to establish connections
40 Hours
Saved every week by automating manual, recurring excel work
Within 4 hours, we were able to establish a connection and have data flowing into our reporting. The best part was it only took 10 minutes for my team to do their part.
Todd Whitbeck
CFO
Systems Integrated
1 creo Instance
1 IBM AS/400 Instance
