Situation
Unified Door & Hardware Group is a value-add distributor of doors and hardware. Unified is a private equity roll-up with 15 companies across 28 locations. Unified continues to enhance its national footprint through acquisitions.
Challenge
- The company spent valuable resources attempting to create a reliable data warehouse and consolidated data structure that could be used for reporting.
- Shortcomings led to a manual, time-consuming consolidation and lack of reliable information needed for real-time analysis.
Action
- Connected 25 OuickBooks instances, 2 Microsoft NAV instances, and other ERP and job management systems.
- Developed a consolidated data structure and normalized data from different systems and instances into one easy to use data layer.
- Built numerous dashboards on consolidated data structure allowing for real-time analysis at holding company or operating company level.
- Consolidated AR, AP, and Job reporting with the ability to drill down by company/location, job and customer/vendor.
Result
32Disparate data sources consolidated
1Holistic view of the business
-1 FTEReduction in FP&A staff
“BUCS was able to integrate and consolidate more than 30 disparate data sources in a matter of weeks. The benefits were felt across the organization. The speed of information has driven efficiencies well beyond the cost.”
Matt Thompson
Vice President of Finance
Systems Integrated
25 QuickBooks Instances
2 Microsoft Dynamics NAV Instances
2 Housecall Instances
1 FieldAware Instance
1 FieldEdge Instance
1 SAMPro Instance
