The Challenge
Guardian Restoration, an Alpine-backed environmental restoration platform, was acquiring businesses with operational data stored in disparate legacy systems. Each acquisition added another silo, making cross-portfolio visibility nearly impossible.
The Approach
- Cleaned and migrated operational data from acquired businesses into their new operational systems
- Built a unified data foundation spanning historical financial metrics and qualitative customer details
- Deployed custom dashboards for KPI tracking and board reporting
The Impact
- Enabled portfolio-wide visibility across all acquired entities for the first time
- AI-assisted data mapping and validation ensured accuracy across every migration
- Future acquisitions can be integrated with confidence knowing the playbook is proven
"You've become a true partner to us on these migrations. We don't want to do them without you."
The Challenge
FirstCall Mechanical needed to streamline reporting and unify customer data across their growing commercial HVAC portfolio. Historical financial metrics and qualitative customer details were fragmented across multiple systems with no single source of truth.
The Approach
- Implemented a consolidated, queryable customer database that captures both historical financial metrics and qualitative details
- Unified customer data across all entities into a single source of truth
- Established ongoing managed services for maintenance, financial updates, and reporting
The Impact
- Created a single source of truth for reporting and decision-making
- Clear visibility into customer churn drivers and growth opportunities
- Continuous managed data services keep the platform current
"You've given us clarity on where our biggest churn and gains are – something we've struggled with for years"
The Challenge
Pye-Barker Fire & Safety needed to keep pace with an accelerating acquisition strategy. The integration team couldn't keep up — migrating each acquired company from legacy systems was taking 90 days, creating backlogs and a poor onboarding experience for newly acquired businesses.
The Approach
- Built an automated migration pipeline from legacy systems with AI-powered field mapping and data deduplication
- Improved data cleanliness and mapping accuracy, reducing errors and eliminating repeated mistakes across migrations
- Shortened iteration cycles so acquired companies experience a smoother, faster onboarding
- Embedded as a reliable extension of the integration team, scaling from 1 to 3 migrations per month
The Impact
- Cut conversion timelines by 33% with dramatically improved data quality
- Dramatically improved data quality with fewer errors and no repeated mistakes
- Became a trusted, ongoing part of the Pye-Barker integration team
"I don't want to go back to the old way of doing things, to be quite honest. I want to keep working with y'all. It would be a pretty big step back to have to use our old way of doing things."
"When your system hears what the branch needs, you quickly understand it and make the changes. What an edge."
The Challenge
Ensemble Performing Arts had 90 school locations on a dozen different systems. Leadership had no unified view of enrollment, revenue, or performance. Month-end close was manual and painful, with finance teams pulling data from each system by hand.
The Approach
- Extracted and unified data from all school systems into a shared data structure with a daily refresh cycle
- Used AI to map revenue data to standardized categories across every school system
- Built analytics dashboards powering operating reviews and board reporting
- Automated month-end close with AI-generated deferral suggestions and journal entries
The Impact
- Unified reporting across 90 schools for operating reviews and performance tracking
- Daily data refresh gives leadership real-time visibility into portfolio performance
- Automated month-end close with AI reduced close time and manual effort
- Finance and operations teams share one source of truth for the first time
"I'm like a kid in a candy shop right now."
"This is going to make life so much easier on our end."