Case studies
Two examples of the work and the results that followed. The industries differ, and the pattern is the same: messy operational data became the numbers leadership now runs the business on.
Home services · PE-backed, multi-location
From Sunday-night spreadsheets to daily KPI reviews
A PE firm acquired a family-owned, multi-location home services franchisee running on an antiquated, industry-specific ERP. We replaced manual reporting with automated dashboards, and management got its time back to run the business.
- year-over-year organic net sales growth, the best in the franchise network
- ~20%
- monthly reporting effort
- Days to minutes
- source of truth across every location
- One
The challenge
The management team spent days each month pulling data out of the company's ERP into Excel reports, and the COO compiled them every Sunday evening. Data was hard to gather and slow to share, which delayed important decisions.
What we built
A custom analytics platform, built for operators.
- A unified data warehouse that centralizes data across systems.
- A standard data model, so KPI definitions are consistent across locations.
- Executive dashboards with real-time operational visibility.
- Benchmarking and performance reviews across branches and teams.
Business impact
- Performance
- Daily KPI reviews drove the best financial performance in the network: roughly 20% year-over-year organic net sales growth, ahead of every other franchisee.
- Time saved
- Automated dashboards gave the COO and management team days back each month. The manual downloads and Excel reports are gone.
- Benchmarking
- The company can compare location and technician performance against regional and consolidated benchmarks.
- Exit readiness
- The team works from data, and the KPIs show financial and operational improvement over time. That record is ready for any future sale process.
I could not be more satisfied with the platform that Render Analytics provided. We can quickly access critical data, which in turn has fundamentally changed how we operate. The working relationship was wonderful as well. The Render team was patient, clear, and concise throughout. This is a 5-star team that delivers a 5-star business intelligence environment!
Education · PE-backed school network
A live, company-wide analytics platform in 120 days
A middle market PE firm's portfolio company couldn't see its own performance. In 120 days we delivered a fully automated analytics environment, and it changed how leadership ran the business.
- from kickoff to an enterprise-wide analytics platform
- 120 days
- month-end financial report preparation
- Days to minutes
- source of truth, from the CEO to school directors
- One
The challenge
Management couldn't produce consistent data on school and business performance. The team couldn't get reliable data on leads, enrollment or tuition out of a legacy education information system, and financial reporting stopped at standard QuickBooks statement exports.
What we built
Operational and executive KPI dashboards and automated month-end financial reporting, delivered in 120 days.
- A data strategy to standardize and centralize information.
- A data warehouse in GCP that extracts and cleans data from multiple systems of record.
- Automated month-end financials with school economics and reporting ready for the board and lenders. Preparation went from days to minutes.
- An enterprise-wide analytics platform with school-level and consolidated KPIs for every department.
Business impact
- Time saved
- Automated dashboards took manual data downloads and one-off report building off the team's plate.
- Better decisions
- Monitoring daily KPIs increased capacity utilization, improved lead conversion and sped up the staffing decisions that set student-to-teacher ratios across the network.
- One set of numbers
- From the CEO to the school directors, the company works from one source of truth with well-defined business rules.
- A long-term partner
- As the company's needs and infrastructure changed, we moved and improved its analytics environment and kept working with the team.
Render has been a phenomenal resource for our organization. They've taken the time to understand our business inside out, allowing them to add tremendous value through reporting, systems enhancement, and ongoing support. Few other firms show this level of commitment and demonstrate a genuine desire to see their client's business succeed and grow. We deeply value our partnership with Render.
What clients say
This is all of the ammunition I need.
As a result of Render's work and recommendations, we are driving revenue with key customers, have reduced our operating expenses, and have increased profitability. I can't thank them enough.
Sectors we've worked in
Data sources differ from one sector to the next. The value drivers don't.
- Business services
- Consumer
- Distribution
- Education
- Food and beverage
- Healthcare services
- Industrial manufacturing
- Infrastructure
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