Case Studies

Proof, not promises.

Across industries, the pattern is the same: messy operational data turned into the signals leadership relies on to grow faster and run leaner. Here are some examples of the work, and the results it drove.

Case Study · Home Services

Actionable analytics & process transformation.

A PE firm acquired a family-owned, multi-location home services franchisee running on an antiquated, industry-specific ERP. We converted manual reporting into automated, actionable intelligence, giving management back the time to lead rather than pull data.

Home services technician servicing a garage door
PE-backed · Multi-location home services
~20%
YoY organic net sales growth, best in the franchise network
Days → min
Monthly reporting effort, automated away
One
Source of truth, unified across every location

The challenge

The management team spent days each month extracting data from the company's ERP into Excel-based reports. The COO compiled them every Sunday evening. Data was difficult to gather and slow to disseminate, delaying important decisions.

The solution

A custom Business Intelligence platform, built for operators.

  • Built a unified data warehouse to centralize data across systems.
  • Designed a standardized data model for consistent KPI definitions across locations.
  • Implemented executive dashboards in Power BI with real-time operational visibility.
  • Enabled benchmarking and performance reviews across branches and teams.

Business impact

Performance improvement

Daily KPI reviews drove best-in-network financial performance: roughly 20% year-over-year organic net sales growth, surpassing every other franchisee in the network.

Significant time savings

Automated dashboards gave the COO and management team days back each month, eliminating manual downloads and Excel-based reporting.

Automated benchmarking

The company can now compare location and technician performance against regional and consolidated benchmarks.

Exit-readiness

A data-driven team and KPIs that demonstrate financial and operational improvement over time, prepared for any future sale process.

I could not be more satisfied with the Business Intelligence platform that Render Analytics provided. We can quickly access critical data, which in turn has fundamentally changed how we operate. The working relationship was wonderful as well. The Render team was patient, clear, and concise throughout. This is a 5-star team that delivers a 5-star business intelligence environment!
Chad Aspinwall President & CEO · Sydnic, LLC (a Precision Garage Door Service franchisee)
Case Study · Education

From flying blind to full transparency.

A middle market PE firm's portfolio company couldn't see its own performance. We delivered a fully automated analytics environment in 120 days that changed how leadership ran the business.

Young children gathered around a globe in a classroom
PE-backed · Education network
120days
From kickoff to a live, enterprise-wide BI platform
Days → min
Month-end financial report preparation
One
Source of truth, from the CEO to school directors

The challenge

Management couldn't provide consistent data on school and business performance. The internal team couldn't export reliable data on leads, enrollment, or tuition from a legacy education information system, and financial reporting was limited to standard QuickBooks statement exports.

The solution

Operational and Executive KPI dashboards and automated month-end financial reporting, delivered in 120 days.

  • Designed a comprehensive data strategy to standardize and centralize information.
  • Created a data warehouse in GCP, extracting and cleansing data from multiple systems of record.
  • Built automated month-end financials with school economics and Board / Lender-ready reporting. Prep went from days to minutes.
  • Delivered an enterprise-wide BI platform with school-level and consolidated KPIs for every department.

Business impact

Saved significant time

Automated dashboards saved the team countless hours, eliminating manual data downloads and ad hoc report building.

Actionable insights

Monitoring daily KPIs increased capacity utilization, improved lead conversion, and enabled faster staffing decisions to optimize student / teacher ratios across the network.

Data-driven culture

From the CEO to the school directors, the company now works from one source of truth, with well-defined business rules.

Long-term trusted partner

As the company's needs and infrastructure evolved, we seamlessly transitioned and improved their analytics environment, with ongoing collaboration that kept driving value.

Render has been a phenomenal resource for our organization. They've taken the time to understand our business inside out, allowing them to add tremendous value through reporting, systems enhancement, and ongoing support. Few other firms show this level of commitment and demonstrate a genuine desire to see their client's business succeed and grow. We deeply value our partnership with Render.
CEO Education Company
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