At DataNicely, we help organizations bring clarity to their reporting by transforming scattered spreadsheets and siloed systems into actionable insight. This case study shares how we partnered with a restoration company to replace disorganized reporting in Power BI with a scalable and fully automated analytics framework.
A multi division restoration company approached DataNicely after years of struggling with disorganized reporting in Power BI.
Dashboards had become cluttered and inconsistent, with metrics defined differently across reports. As the company grew, leaders struggled to trust the numbers, slowing decision making and creating frustration across teams.
They needed a reliable and unified reporting framework that could scale with their growth and deliver confidence in every metric.
We began with a full audit of their existing Power BI setup and underlying data sources. Rather than patching a broken system, we rebuilt their analytics foundation from the ground up.
Our goal was to give every team a single, trustworthy view of performance, while reducing manual work through automation.
1. Unified Data Model
We consolidated reporting across multiple divisions and data sources into a centralized PostgreSQL database hosted on Amazon Web Services (AWS). This created a single source of truth for all operational and financial metrics.
2. Automated Data Pipelines
Using dbt and Dagster, we automated daily and weekly data refreshes. Manual entry and spreadsheet reconciliations were eliminated, saving the team hours each week.
3. Visual Clarity
We redesigned dashboards with consistent layouts and definitions for KPIs such as leads, job starts, and revenue. Visual simplicity made it easy for users to interpret results at a glance.
4. Governance and Documentation
We introduced clear data governance standards, naming conventions, metric definitions, and change tracking so that every analyst could understand and trust the numbers.
The modernized reporting framework transformed how the company manages and understands its data.
1. Time Savings
Reports that once took hours to prepare now refresh automatically within minutes, freeing the analytics team to focus on deeper insights rather than repetitive tasks.
2. Clarity and Confidence
Leaders can now view consistent metrics across every division, track week-over-week performance, and make confident decisions based on a single source of truth.
3. Scalability
The new data model easily adapts as the company grows, supporting new business units and KPIs without requiring dashboard rebuilds.
4. Strategic Insight
Accurate and timely data empowers executives to forecast performance, identify market opportunities, and measure ROI with precision.
Within three months, reporting cycles were reduced from ten hours per week to less than one hour. Beyond saving time, the team now has complete visibility into performance trends, enabling them to identify growth areas, plan staffing needs, and align strategy across departments.
DataNicely continues to enhance the client’s analytics operations by adding new KPIs, refining dashboards, and ensuring each new business unit integrates seamlessly with the unified data model.
As their organization grows, their Power BI ecosystem remains scalable, consistent, and fully automated — proof that data done right drives smarter growth.
Partnering with DataNicely showed the client that sustainable reporting begins with a strong data foundation. By investing in governance, automation, and consistent metric definitions, they eliminated confusion and built lasting trust in analytics. The team now relies on Power BI dashboards every day to guide decisions and track progress toward company goals.
If your team struggles with inconsistent dashboards or manual data processes, DataNicely can help. Contact us to see how we can turn disorganized reporting into scalable insight for your business.
