Data to Dollars
Using data to drive profitability for a growing financial services firm
The Scenario
A growing financial services firm in Houston was adding clients fast, but their outdated technical systems couldn’t keep up. Critical data was fragmented, reporting was slow, and decisions were made without a clear view of profitability.
Key challenges:
- No visibility into customer profitability
- Difficulty consolidating invoicing and timesheet data
- Team stretched thin by manual processes
- No clear picture of high- vs. low-value clients
Company Snapshot
- Industry: Financial Services
- Size: ~25 employees
- Revenue: ~$5M
- Headquarters: Houston, TX
Quick Wins
- 24x ROI achieved within weeks of implementation
- 1 year of non-profitable work identified and corrected
- Overtime eliminated, giving the team their weekends back
- Real-time client profitability insights for faster, smarter decisions
“The immediate results delivered by Teric have been eye-opening. We would still be operating blind without the support.”
– Peggy, Business Analyst
What We Did
Teric engaged the leadership team in a technical strategy session to surface core challenges and implement a focused, scalable solution.
Key actions:
- Conducted a rapid assessment to identify data gaps and system inefficiencies
- Consolidated data from invoicing and timesheet systems into a single platform
- Developed live, flexible reports for real-time client profitability insights
- Created a foundation for future reporting and analytics extensions
Services Used
The Solution
Within weeks, Teric delivered a new streamlined data platform that gave the leadership team exactly what they needed:
- Immediate client detail breakdowns
- Clear profitability insights by customer
- Actionable reporting to address non-profitable work and improve margins
Actionable reporting to reduce low-margin work and boost overall performance
A scalable foundation for future analytics and reporting initiatives
Results
Turn Insight Into Action
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