The Challenge
A construction company operating across multiple divisions lacked clear financial visibility across the organization.
Each division used separate QuickBooks files, resulting in:
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Disconnected systems
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Fragmented reporting
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Limited visibility into overall performance
Leadership was even considering hiring additional staff just to assemble reports. Meanwhile, significant financial opportunities remained hidden within these systems.
Our Solution
As their Managed Intelligence Provider (MIP), Simpatico connected financial and operational data into a unified reporting environment.
We:
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Integrated multiple QuickBooks systems
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Consolidated project tracking data
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Built real-time dashboards for leadership visibility
This eliminated manual reporting and improved both the speed and accuracy of decision-making.
The Result
With improved visibility, the company uncovered substantial financial value that had previously gone unnoticed.
Key discoveries included:
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$180,000 recovered from an unbilled project
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$680,000 secured by completing an unfinished PPP loan process
Key Outcomes
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Recovered $180,000 in missed revenue
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Secured $680,000 in funding
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Eliminated manual reporting processes
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Gained real-time visibility across all divisions
Savings & ROI
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$860,000 in total financial impact
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Reduced need for additional staffing
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Improved financial clarity and faster decision-making
How We Helped as a MIP
Strategic Design
Aligned systems and reporting across business units
Automation & Integration
Connected data sources into a single reporting platform
Data-Driven Decisions
Enabled leadership to quickly identify opportunities
Continuous Partnership
Ensured ongoing visibility and scalability
Why It Matters
Disconnected systems often hide real financial opportunities.
By creating unified visibility, organizations can:
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Uncover hidden revenue
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Improve operational efficiency
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Make faster, more confident decisions
Ready to Unlock Hidden Value in Your Data?
If your organization is dealing with disconnected systems or limited visibility, there may be opportunities you’re not seeing.
Contact Simpatico at 855-672-4800 or visit www.simpatico.com to learn how we can help you connect your data, uncover hidden financial opportunities, and gain real-time visibility across your business.
