Data Automation and Progress Monitoring For Large Queensland Based Residential Builder


Who: Large Volume Residential Builder
Where: Queensland based delivering nationwide
Challenge: Limited internal resources, disconnected data systems and lack of reporting cohesion
Solution: Automation of data collection and reporting of information, integration of software into a single dashboard to assist in monitoring and predicting future progress claims

Client Requirements

For businesses in the building and construction industry, cash flow is king. Knowing when your projects are likely to claim revenue, detail of delays, and having the ability to forecast this to manage cash and costs is of vital importance.

Vision BI worked with a large volume residential builder operating across state lines to automate the collection and presentation of information.

This information was sourced from two disconnected pieces of software, and our team combined them into a single dashboard to help our client predict and manage future progress claims.

Outcomes

  • Vision BI created a solution by pulling and combining data from the client's site management system (OnSite Companion) and their accounting and estimating software (Data Build)
  • This integration enabled us to present both qualitative and quantitative data that simply couldn’t be leveraged from one software system alone
  • The new and improved report allowed our client to see upcoming claims across multiple entities and business units, categorised by each supervisor responsible and by the week they would likely fall due
  • Now our client has simplified access to the claim dollar values, the length of time spent in each stage, information relevant to each job (e.g. address, contract number), and each site supervisor’s comments
  • This was a collection of information they never dreamed possible given their previous systems and internal resources, and now they have access to it DAILY!