Case Study: Business Advisory

Business Advisory Case Study2

CASE STUDY 02 · BUSINESS & ADVISORY SERVICES · EXECUTIVE BI & PRACTICE ANALYTICS The CFO Advisory Firm That Couldn't Answer Its Own Financial Questions A specialist CFO advisory firm helping mid-market companies manage their finances had no consolidated view of its own practice performance. DataVines built the internal intelligence layer that the firm had been selling to clients for years — but never built for itself.

Key Outcomes

100%

KPI Automation

85%

of 'available hours.' In any given week, the same consultant could show utilization in one report and 67%

IndustryBusiness Advisory

RegionUnited States

Tech Stack

CFO & Finance AdvisoryUnited States (Midwest& Southeast)10 WeeksSQL · dbt · BigQuery ·Looker StudioResults at a Glance11 → 1Reports ReplacedOne live dashboard vs. elevenspreadsheets100%KPI AutomationAll partner metrics nowtracked daily35 hrsMonthly Time SavedAcross ops and finance teams2 days→ 2 hrsMIS Prep TimeWeekly managementreporting cycleAbout the ClientA 45provided fractional CFOfinance transformationand M&Areadiness services to midmarket companiesacross manufacturinghealthcareWhat Was Actually Going OnEvery Mondaysystembilling data from their invoicing platformpipeline from HubSpotpayroll from ADPclient satisfactionscores from survey toolsof 'available hours.' In any given weekat the engagement levelwhether anaccount was profitable after hours loggedtravelwere priced based on relationship instinctnot margin data.Where Things Broke DownNo engagementLeadership operating on data that was 57 days stale before it reached the Monday meetingWhat DataVines Didbut with alignment. A twoday working session withthe COOCFOone engagement profitabilitymethodologyConnecting the data layerQuickBooks (billing and invoicing)HubSpot (pipeline and client relationships)ADP (payroll and capacity)and Delighted (NPS andone engagementmargin calculationone client health scoreScheduled automated daily refreshes with rowlevel data quality checks at every layerBuilt a full 18Building the practice intelligence dashboardLooker Studio dashboard with four rolebased views: COO (firmwide operations)CFO (engagementprofitability and billing)and Partner (own portfolio andpipeline)travelandallocated partner timeClient health scoring model combining NPS scoreengagement activitybilling regularityand days sincelast senior touchpoint — flagging atrisk accounts automaticallyReplacing manual reportinglivefacing analytics workBuilt a selfthe analyst to explain themTechnology UsedSQL dbtGoogleBigQueryLooker Studio HubSpot API Kantata APIWhat ChangedThe COO described the first Monday after goperformance — utilizationbillingpipelineand client health — in one place.longnotrelationship instinct.Client health scoring flagged two accounts as atWHAT COMES NEXTThe next phase is a forwardcurrentutilization trendscloses in Q1.

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