Private Equity & The Data Mess: One Dashboard to Rule Them All

Consolidation is the name of the game. You bought a plumbing company (uses ServiceTitan). Then an HVAC company (uses Housecall Pro). Then a roofing company (uses a whiteboard).

Now you want a report: "What is our group-wide revenue today?"

The Nightmare

You have an analyst logging into 3 systems, downloading CSVs, and trying to merge them in Excel. By the time you get the report, it's a week old.

The Data Warehouse Solution

You don't need to migrate everyone to the same software. (Migrations are expensive and risky).

You need a Unified Data Layer.

Architecture:

1. Extract: We pull data from API A, API B, and API C every hour.
2. Normalize: We map "Job Type: Faucet" (Plumbing) and "Job Type: Tune-up" (HVAC) to a standard category: "Service."
3. Store: We put it all in a single database (Data Warehouse).
4. Visualize: You get one dashboard (PowerBI / Tableau) that shows the whole empire.

The "Cross-Pollination" Win

Once the data is unified, magic happens.

• "Show me all Roofing customers who haven't had an HVAC tune-up."
• Campaign: Email the roofing list with an HVAC offer.
• Result: Free revenue from your own asset base.

Stop the Migration Madness

Don't break what works just to get a report. Move the data, not the people.

See our Multi-Unit Dashboard options.