Unifying data across business units for comprehensive analytics and insights.
HomeTown Services wanted to centralize its subsidiary business data on a scalable platform to gain organizational insights for performance optimizations and new acquisition growth.
Each subsidiary used its service management software instance. Without a way to efficiently unify the data, HomeTown Services had to rely on time-consuming manual processes to combine individual reports for inclusive analytics.
2nd Watch designed a cloud data warehouse using Snowflake’s Data Cloud hosted on AWS that includes Fivetran for Automation Document Processing (ADP) data ingestion, dbt (data build tool) for data building and development ease, and Power BI for reporting and dashboarding. The modern and scalable platform not only allows the organization to unify data from individual software instances, but it empowers a range of users with dynamic analytics tools and processes for onboarding newly acquired subsidiaries.
About the Business
HomeTown Services includes leading residential service brands that offer services and equipment home comfort solutions focused on heating, air conditioning, plumbing, and electric generators. Subsidiaries are located in a variety of states, with the majority operating in Oklahoma, Texas, and Arkansas.
Understanding the organization’s need for a data repository, 2nd Watch designed a Snowflake data warehouse hosted on AWS. Updated on a Change Data Capture (CDC) basis, the organization can access real-time data so downstream processes and systems are always using current information. Fivetran was also utilized through AWS for ADP ingestion. This tool allows the data warehouse to ingest and centralize data from a variety of sources, including ServiceTitan instances across subsidiaries. With this modern data solution, executives, employees, and the subsidiaries themselves get a view of key operational metrics across locations and business units based on the access they are granted.
The majority of end users will only interact with the solution through the Power BI dashboards that 2nd Watch created. We designed these dashboards with direct input from end users to ensure they can achieve exactly what they need. Data from ServiceTitan is combined with rich filtering capabilities to understand and compare subsidiaries by location, service, job function, date and time, and seasonality. To help developers and data teams maximize their new data accessibility, 2nd Watch deployed dbt. Dbt enables a faster, easier, and more reliable development process where people can work within their own environment and test changes before pushing to production. Tables and scripts can quickly be added to the solution without disruption for streamlined acquisition onboarding.
Planning for growth, the solution enables scalability and satisfies the organization’s requirement for convenient instance additions. We designed the infrastructure to be able to add more locations to the ingestion pipeline, data warehouse, and reporting variables with as little work as possible. Finally, 2nd Watch compiled detailed documentation about the solution’s critical capabilities, how to access and use each tool, and perform maintenance to give the organization ongoing support after the engagement ended.
The Business Benefits
HomeTown Services’ new data solution is saving them precious time by eliminating manual tasks and increasing productivity with data insight efficiency. Instead of having to track each subsidiary separately via their ServiceTitan instance, the organization has an unobstructed view across the entire business. Now they can utilize operations and performance data with filtering to analyze and impact positive outcomes with optimizations. Different dashboards designed for a variety of end users enable collaborative data sharing while eliminating data silos and providing opportunities for new use case fulfillment.
HVAC subsidiaries in particular are utilizing weather data to predict and forecast supply and demand based on seasonality. Obviously, changes in temperature are a big catalyst for HVAC services. With weather data now available in the context of service demand, equipment supply, and staffing needs, HVAC subsidiaries can adjust operations accordingly to meet predicted demand more precisely. This new capability will most certainly yield cost-efficiency and serve as a roadmap for other subsidiary divisions.
Newly acquired subsidiaries can be onboarded seamlessly with realistic goal setting based on existing performance data and established benchmarks. With a more effective process for acquisitions, HomeTown Services can acquire more subsidiaries at a faster rate for accelerated overall growth. The platform is designed for unending scalability that will continue to grow with the organization and incorporate future data sources as they become available. Now equipped with this data solution, our client can significantly improve a variety of business developments with trusted data insights.