Customer Survey Dashboard

The client is an HVAC company (one of North America’s largest air conditioning and heating repair brands, with more than 100 service centers in the U.S. and Canada). They wanted to modernize the reporting & analytics landscape & needed a PowerBI dashboard to monitor their Residential Sales Consultant Performance(on various key metrics).

PROJECT

Microsoft Power BI, Application Modernization

Exec Summary

Shows a word cloud with words most commonly found in the Customer Feedback/Review.

We can also see actual Customer Feedback(s).

INDUSTRY

Home Comfort Services

TECHNOLOGY

Microsoft Power BI, Commend, SQL Server

Project Impact

THE CHALLENGE

The Marketing Team was creating manual Excel Report every week to showcase the Surveys completed by Customers for which data had to be extracted manually from Commend(CRM) and exported to a csv. Once the data was extracted, it had to be manually copy pasted to each Excel Tab & then they had to refresh several Pivot Tables to get to the Final Report. There were so many limitations with this manual process including chances of human error & limited data visualization capabilities.

THE SOLUTION

The first step was being able to extract data from the Commend system in near real time. Service Titan API allowed the company to extract data into a data warehouse. Azure SQL Server was selected as the central repository for their data. Next, with their data now accessible, they needed to solve the data consumption challenge. After evaluating a few options, Power BI made sense. As an organization they were already using Microsoft 365 and Power BI was included in their license.

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