BRE Services delivers integrated automation, electrical, and mechanical engineering solutions to industrial clients across Australia. A licensed contractor and recognised systems integrator, they operate around the clock supporting some of the country's leading industrial businesses.
Data was scattered across multiple sources including SimPRO, Pipedrive, and others, with SyncHub aggregating it into Power BI. The infrastructure was in place. What BRE lacked was the time to build a cohesive reporting suite tailored to how the business actually runs.
Runwise was engaged to build the reporting layer.
Client & Context
BRE had invested in solid data infrastructure early. Field operations ran through SimPRO. Sales activity ran through Pipedrive. SyncHub piped it all through to Power BI. The foundation was in place.
The gap was between the data and the decisions. Numbers were accessible but not structured into views management could act on.
What We Built
- Quoting - Built a complex scoring model tracking quoting performance across the business, benchmarking each salesperson on activity, conversion and deal quality against targets.
- Pipeline - Pulled in Pipedrive CRM data to give management visibility over rep performance, opportunity ageing, activity hygiene and forecasting in a single live view.
- Fleet cost - Stitched together data from tolls, fuel and GPS into a single view of what the fleet is actually costing, across vehicles and over time.
- Accounts receivable - Gave management clear visibility over outstanding balances and cash collection so pressure points are visible without manual checking.
How It Was Implemented
We took the time to understand how BRE operates and what information actually drives decisions. Complex work was done in the background, building and validating the data model against live data. The output is a suite of reports that anyone in the business can open and use.
Outcome
BRE now has a consistent reporting layer across the full operation. Performance is visible from pipeline through to cash collection. The dashboards are built on a structured data model that can be maintained and extended as the business grows.
"As our business grew, it became evident that continuing to evolve our data analytics platform would be best supported by bringing in specialist external expertise. From our first interaction with Will at Runwise, it was clear that he took a thoughtful and considered approach. Before committing to any work, Will took the time to thoroughly understand our data and systems landscape, as well as our underlying business challenges, which gave us confidence to move forward with our first project. After successfully delivering that initial engagement, it became increasingly easy to continue working with Runwise on subsequent initiatives. Objectives and outcomes were clearly defined, communication was consistent, and progress was transparent throughout. Integrating multiple data sources was handled seamlessly, and Will provided valuable insights and practical recommendations on how we can better visualise, interpret, and leverage our data across the business." - Brendan Buchan, BRE
For more information, visit breservices.com.au.