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

01 | Connected 25 QuickBooks instances, 2 Microsoft NAV instances, and other ERP and job management systems.

02 | Developed a consolidated data structure and normalized data from different systems and instances into one easy to use data layer.

03 | Built numerous dashboards on consolidated data structure allowing for real-time analysis at holding company or operating company level.

04 | Consolidated AR, AP, and Job reporting with the ability to drill down by company/location, job and customer/vendor.

Results

Created one consolidated, holistic view of 32 disparate data sources. In addition to improved financial performance via real-time consolidated reporting, the automation resulted in the ability to eliminate one open position.

“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