Huckestein Mechanical Services (HMS) is a family-owned HVAC contractor in Western Pennsylvania. HMS migrated to a more powerful ERP system in 2016 – however one of the areas that was not more powerful was in reporting. Additionally, the system was challenging to interact with and as such there were challenges with data quality.
The company was growing due to the depth and talent of the leadership and technicians. HMS, a 100% union shop, has some of the best and brightest technicians in the area.
Like many HVAC and service organizations, HMS kept a close eye on key financial metrics at an aggregate level, but due to the complexity of the system getting good information at a department level was not always possible. Key non-financial indicators were not closely monitored. Jobs were won and managed in an inefficient and the effectiveness of the staff to manage the projects was marginalized.
It’s estimated that there was 10%+ of their cost basis that was affected by poor reporting.
VISIMO was identified as a vendor partner to provide consultative analytical support – we are one of the only vendors with dedicated products, services, and expert personnel to develop tools and provide analytics advisory services.
VISIMO’s goal was to help in a couple of key areas – 1) identify the key drivers in the business; 2) develop tools to monitor these drivers; and 3) provide actionable information in easy to access reports.
The first step was to identify the key drivers of HMS. Through mind-mapping and statistical validation VISIMO curated a set of financial and non-financial indicators that expressed the health, vitality, and stability of the company. These indicators were presented to senior leadership and reviewed with department staff. The goal is to ensure cross-functional buy-in so that everyone is ‘pulling in the same direction’. Next, these indicators were mapped to specific levels of the organization so that each department was aware of how they contributed to the broader HiLOs (High Level Objectives) of the company. The output of the report that maps the company’s mission, vision, and core values against analytical objectives is The Strategy Map.
Based upon consultative discussions we identified exactly the kinds of visual tools that would make the greatest impact. Our expert team was able to aggregate ERP data alongside external data to develop a single view of truth for company and department leadership. And unlike the canned reporting they used previously, these visual reports could be interacted with and provided actionable, real-time data.
Huckestein is now deep into embracing advanced analytics and is leveraging data to solve problems, drive change, and generate growth opportunities across the business.