The Seer Group

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, reoccuring 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