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A growing financial services firm in Houston was adding clients fast, but their outdated technical systems couldn’t keep up.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

Diverse business team collaborating on a data strategy session in a modern office setting

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

Interactive digital dashboard displaying real-time business analytics and profitability trends

Results

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