Implementing business intelligence dashboards in construction

Context

The company was managing multiple systems: accounting in one platform, project management in another, and punch tools for workers in yet another, while HR and Excel spreadsheets were still heavily relied upon. With information scattered across systems, leadership struggled to gain the visibility needed to make informed decisions quickly. They needed a single source of truth that would consolidate all their data and transform it into clear, actionable insights for smarter, faster decision-making.

Without an in-house data or BI team, they weren’t sure where to start, until they discovered BEEM, the platform that centralizes all their data and provides an expert external team to design and implement actionable dashboards.

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Solution

Step 1: Understanding the Business
BEEM began by working closely with the client to understand their operations, workflows, and key priorities. We conducted interviews with leadership and project teams to identify pain points, gaps in processes, and the most critical metrics for decision-making.
Step 2: Centralizing the Data
The client’s data was spread across multiple systems—accounting, project management, punch tools, HR platforms, and Excel spreadsheets. We implemented our state-of-the-art data platform to consolidate all of this information into a single, centralized source of truth. This gave leadership immediate visibility across the organization.
Step 3: Cleaning and Structuring the Data
Once centralized, we cleaned and prepared the data to ensure accuracy and reliability.
Step 4: Designing Custom Dashboards
With clean, structured data in place, we built dashboards tailored to the client’s needs. Each dashboard highlighted the key metrics and KPIs identified during the discovery phase, including project costs, timelines, resource allocation, and overall operational performance.
Step 5: Enabling Actionable Insights
The dashboards transformed raw data into actionable insights. Leadership could now monitor projects in real time, spot potential issues before they became costly, and make decisions that previously took days in just minutes. Data became a tool for driving efficiency, accountability, and growth across the company.

Results

Complete Project Visibility
Leadership can now see costs, timelines, resource allocation, payments, and overall project results in real time. They can immediately identify if a project is in the red, allowing them to take action before issues escalate.
A Complete Financial Picture
The company now has a full view of revenue and expenses by category, project, and timeline. They can see which months are slow or strong, track where money is coming from, and understand exactly where it’s going. This clarity allows for smarter budgeting, more strategic resource allocation, and better forecasting across all projects.
Accurate, Trusted Data
Centralized, cleaned, and structured data ensures that reporting reflects the true state of operations. No more spending hours cleaning Excel spreadsheets or reconciling conflicting numbers. Leadership can rely on the data they see to make fast, confident decisions.
Operational Efficiency
Teams spend far less time hunting for information. With dashboards and easy access to the right data, employees can focus on managing projects and delivering results rather than chasing numbers.
Scalable Growth
With a single source of truth and custom dashboards, the company can grow without adding extra BI staff or processes. Adding new data sources or expanding reporting is seamless, supporting expansion and complexity without slowing operations.
Confidence in Every Decision
Leadership can trust the numbers and insights, making planning, forecasting, and strategic decision-making faster, more reliable, and far less stressful. Every decision is backed by accurate, actionable data.