Key results
improvement in site progress tracking by integrating project schedules, material usage, and status updates across active jobsites
reduction in manual effort for billing, invoicing, and collections through automated AP/AR and change order reporting
visibility into equipment availability and downtime across 30+ jobsites using integrated fleet data from GoAardvark and Enterprise
faster reporting on labor productivity and subcontractor costs, enabled by automated insights from Paylocity and Raken
About the Client
The client is a full-service, vertically integrated site development contractor, specializing in excavation, clearing, utility installation, and paving for large-scale infrastructure and data center campuses. Operating across six states, they play a key role in mission-critical construction projects across the East Coast.
Key Challenges
Siloed data across ERP, project delivery, fleet, and payroll systems without a shared analytical layer
High reporting overhead due to fragmented tools, manual exports, and unstructured Excel workflows
Limited visibility into site-level progress, equipment downtime, and labor productivity metrics
Inability to deliver company-wide performance insights for leadership and board reporting
Our Approach
Deep-Dive Discovery with Business and Technical Stakeholders
- Engaged teams across operations, finance, fleet, and sales to identify KPIs and data gaps
- Mapped data sources and reporting needs across 8 core business areas
Data Engineering & Warehouse Setup
- Designed ETL pipelines to ingest data from CRM, ERP, project management, payroll, and fleet systems
- Built a Snowflake-based warehouse with historical backups, staging, and analytical layers
Iterative BI Development and Wireframing
- Co-developed dashboard wireframes based on stakeholder feedback
- Prioritized site progress tracking, cost variance, equipment utilization, and sales metrics
Function-Specific Power BI Dashboards
- Built secure, role-based dashboards with drilldowns across projects, regions, and timeframes
- Delivered real-time visuals for SLA compliance, rework trends, and billing efficiency
Enablement and Change Management
- Delivered training and SOPs for end users across departments
- Documented dashboard logic, refresh cycles, and business rules
Ongoing Feedback & KPI Evolution
- Incorporated metrics like weather impact, subcontractor effectiveness, and rework costs
- Enhanced dashboards with new data sources like safety audits and timesheet logs
Implemented Solution
Automated ETL Pipelines
- Integrated structured and semi-structured data from over 10 internal platforms
- Enabled hourly updates for operational and financial KPIs
Cloud Data Warehouse on Snowflake
- Centralized job, resource, and cost data into a governed analytical model
- Delivered documentation including staging, EDW, and analytical layer diagrams
Power BI Dashboards Built Across 8 Business Areas
- Project Progress & Delivery Tracker – Tracks site progress, material usage, contract compliance, and change orders by project/site
- Fleet & Equipment Management Dashboard – Visualizes equipment availability, downtime trends, maintenance schedules, and leasing costs
- Workforce & Subcontractor Dashboard – Highlights labor productivity, headcount vs. demand, attendance compliance, and subcontractor performance
- Financial Performance Dashboard – Monitors project-level margins, cost breakdowns by labor/equipment/materials, AP/AR status, and billing cycles
- Sales & Business Development Dashboard – Tracks bid pipeline, win/loss trends, forecasted contract value, and top client contribution
- Client Success Dashboard – Analyzes account-level delivery timelines, repeat business patterns, issue resolution rates, and customer satisfaction signals
- Executive Summary Dashboard – Offers a company-wide view of KPIs, project distribution, strategic clients, and new vs. repeat business
- Project Planning & Scheduling Dashboard – Visualizes phase timelines, resource demand vs. availability, and external delay factors like weather
Ad Hoc Analytics Support
- Delivered one-off reports and deep dives on cost overruns, equipment utilization bottlenecks, and bid success predictors
Technologies Used
