Weekly Market-Level Insights for Operational Precision
Overview
A rapidly scaling field services company needed real-time, market-level visibility to manage performance during a complex ERP transition. Teragonia delivered an integrated analytics platform and automated flash reporting suite, enabling data-driven decision-making across sales, finance, and marketing while supporting future acquisition scale.
Industry:
Challenge
Solution
Impact
The Challenge
A private equity-backed field services company was scaling rapidly through organic and inorganic growth. Success relied on aligning operational efficiency with profitability at the metro market level. However, leadership lacked visibility into core performance metrics such as Gross Profit After Ad Spend (GPAAS), booked jobs, and lead conversions by market.
Legacy dashboards were outdated and inaccurate, and teams relied heavily on manual data reconciliation. At the same time, the company was undergoing a complex ERP system migration—introducing integration risk and further limiting access to timely, trusted insights. Without correlated views across financial, sales, marketing, and operational metrics, the executive team could not target performance interventions effectively or track progress with confidence.
The Solution
To solve these challenges, Teragonia deployed a scalable analytics platform and real-time reporting solution in just four weeks:
- Integrated Data Architecture: Harmonized data from ERP, field management tools, and digital advertising platforms, such as Google Ads and Bing Ads, into a centralized analytics environment.
- Automated Pipelines: Built data pipelines with automated refreshing to ensure consistent, up-to-date views across sales, finance, marketing, and operations.
- Weekly Flash Reporting Suite: Delivered metro-level reporting with insights into call volume, bookings, revenue, costs, and GPAAS—refreshed up to four times per day and distributed automatically to executive stakeholders.
- ERP Migration Support: Identified and resolved critical integration blockers during the ERP transition, enabling seamless mapping between operational and financial data models.
The Result
The company moved from manual reconciliation and delayed decisions to data-backed execution with minimal lift from internal teams:
- Market-Level Visibility: Delivered metro-level reporting across all core metrics, enabling targeted performance reviews by geography and business line.
- Operational Efficiency: Saved an estimated 600+ hours annually by eliminating manual data prep and reconciliation through automation.
- Ad Spend Optimization: Enabled leadership to evaluate GPAAS trends in real time and adjust advertising investments accordingly—aligning spend with ROI at the market level.
- System Alignment: Supported ERP transformation while building a future-proof data model capable of ingesting data from future acquisitions.
- Scalable Growth Enablement: Established an analytics foundation that will support continued expansion and accelerate time to insight across new business units.
The Impact
With automated, real-time insights and fully integrated systems, the organization operates with greater strategic clarity and execution speed. Leadership no longer waits for stale reports or cross-team reconciliation—they act on trusted, accurate data delivered in near real-time. The solution has become a cornerstone of their growth strategy, supporting both operational excellence and M&A scalability.
Foundational Tech Infrastructure
Our core analytics and AI platform drives informed decision-making with enhanced clarity and focus, and rapidly unlocks enterprise value
Core Features:
Connect All Your Data Sources
Integrate data from multiple source systems effortlessly
Critical for breaking down silos and creating a unified view
One Trusted Data Source
A secure, centralized cloud hub for all your data insights
Foundational for reliable decision-making and enterprise-wide alignment
Interactive Dashboards
Visualize complex data through easy-to-understand dashboards
Empowers leaders with actionable insights
Enriched Data Flow, Fully Automated
Reverse ETL capabilities enriches your data and ensures your data flows exactly where it is needed for function teams to act on
Enables real-time, action-oriented data flow
Additional AI capabilities are actively in development
Scott Briggs
BS International Business | American University of Paris
BS Computer Science | American University of Paris
Seasoned DevOps and infrastructure engineer with expertise in AWS, Kubernetes, and Terraform; led cloud migrations and scalable infrastructure projects at Sfara, FanDuel, and Kickstarter.
With over 15 years of experience in small and medium-sized startups, Scott is a seasoned expert in designing, optimizing, and maintaining robust, scalable, and secure infrastructure. He specializes in automation and embedding security from the ground up, consistently delivering reliable systems tailored to meet dynamic business requirements.
Prior to joining Teragonia, Scott made a significant impact at Sfara, where he built the company’s entire infrastructure from scratch. He engineered systems capable of supporting hundreds of thousands of users with seamless scalability, implemented automated development pipelines, and introduced observability tools to monitor and manage resources effectively. Additionally, Scott led the infrastructure team in achieving ISO27001 security certification, ensuring security was integrated into every aspect of the system and transforming it into a critical asset for business-to-business operations.
Beyond his technical expertise, Scott has a proven track record of managing and mentoring high-performing teams. As a Senior DevOps Engineer at FanDuel, he gained invaluable experience in scaling infrastructure and optimizing resources to support millions of daily users, aligning technological capabilities with organizational goals.
Jack Amedio
Master’s in Human Resources | University of Illinois
Bachelor’s in Management | Loyola University
Former Financial and Operations Manager at Houlihan Lokey, Golin Harris, and MSL Group.
Jack is a highly driven, cross functional professional with extensive experience in operations and administration.
Prior to joining Teragonia, Jack held financial and facilities management roles for Houlihan Lokey, MSL Group/Publicis, and Golin Harris in which managed and created processes and trainings for multiple functional areas ensuring operational and administrative procedures were well planned, efficient, cost-effective, and aligned with business objectives while ensuring initiatives, internal events as well as client events propelled employee and client engagement.
Jack holds undergraduate degrees from University of Illinois and Loyola University Chicago and has completed graduate certificates in Business Administration, Strategic Human Resources, and Operations at Cornell, CUNY-Buffalo, and University of Illinois and is in the process of completing a Master’s in Human Resources at Loyola University Chicago’s Quinlan School of Business.
Mason Taylor
MS Analytics | Georgia Institute of Technology
BS Management Information Systems | Oklahoma State University
Former analytics engineer at Cyderes and ConocoPhillips with a Master’s in Analytics from Georgia Institute of Technology and a Bachelor’s in Management Information Systems from Oklahoma State University
Mason is an Analytics Engineer with deep experience in data analytics, business intelligence, machine learning, and cybersecurity. He brings a proven track record of leading analytics engagements spanning architecture, insights, visualizations, and delivery.
Before joining Teragonia, Mason was a Senior Analytics Engineer at Cybersecurity MSSP CYDERES where he built a scalable, standardized, and secure analytics architecture for over 300 clients across many industries and consulted with them to deliver insights through bespoke data driven solutions. In addition, he managed the data delivery of the insight platform leveraged by the Security Operations Center to respond to incidents in a timely and effective manner.
Prior to joining CYDERES, Mason worked in ConocoPhillips’ Analytics and Innovation Center of Excellence holding varied roles within the Data Analytics organization from Data Engineering, to Business Intelligence, and Data Science. He delivered robust data solutions in all operating units for various functions including Engineering and Production, Finance, IT, and more. Including projects to standardize cost and production data across operating units.
Mason started his career at The Williams Companies in cybersecurity and transitioned to cybersecurity at ConocoPhillips where he found his passion for Data Analytics through SIEM management, detection engineering, and threat intelligence.
Grace Sun
Bachelor’s in Finance & Accounting | Georgetown University
Former analytics engineer at Houlihan Lokey and financial analytics at JP Morgan Chase with a Bachelor’s in Finance & Accounting at Georgetown University
Grace is a seasoned analytics engineer with specialized expertise in crafting and implementing analytics solutions that drive agile, informed executive decisions in M&A and value creation for private equity-backed companies.
Before joining Teragonia, Grace was a part of the data science and business analytics team at Houlihan Lokey. She has excelled in harmonizing, enriching, and analyzing data from diverse sources, providing key insights that enabled private equity investors and portfolio company executives to make rapid, data-driven decisions across the investment lifecycle. She has developed novel analytics solutions, including deal sourcing and evaluation tools for platform investments that employ a buy-and-build or de novo growth strategy, as well as post-close value creation and KPI reporting tools for operators and management teams.
Grace has also worked at JPMorgan Chase & Co. in the Global Finance and Business Management rotational program, where she built analytics solutions to evaluate banker attrition and KPI reporting within the Global Private Bank.