Weekly Market-Level Insights for Operational Precision

Industry: Business Services

Overview

A private equity-backed (PE-backed) middle-market home services company sought to scale rapidly while improving profitability and operational efficiency. However, its siloed systems hindered its ability to access market-level insights that correlated key sales, marketing, operational, and financial metrics at a granular metro level. The company faced challenges with legacy dashboards lacking real-time insights, manual reconciliation slowing operations, missing key financial metrics like Gross Profit After Ad Spend (GPAAS), and a complex system migration. Teragonia implemented an Analytics Foundation that integrated these fragmented systems, enabling automated weekly flash reports with real-time insights for leadership. This solution enabled data-driven decision-making, supported a critical Enterprise Resource Planning (ERP) migration, and provided clear visibility into trends that optimized operational efficiency and strategic planning. 

Enabled real-time reporting with granular visibility into key data points

Delivered automated weekly flash reports with actionable insights

Streamlined decision-making across business functions

Supported critical ERP migration

Optimized executive-level insights for strategic planning and operational efficiencies

BizOps Solutions

Teragonia established a robust analytics foundation for a middle-market home services company by harmonizing data from key financial and operational systems, including ERP, digital advertising platforms such as Google Ads and Bing Ads), and field management platforms, ensuring a unified, scalable data infrastructure. We built automated data pipelines to support the ERP migration, seamlessly integrating financial and operational data for accurate, real-time reporting. With automated weekly flash reports and metro-level insights updated every six hours, leadership gained unparalleled visibility into calls, scheduled jobs, revenue, costs, and GPAAS, enabling faster, data-driven decision-making.

Key Results

The C-suite executive team of a PE-backed home services company faced a critical challenge: scaling rapidly while maintaining operational efficiency and profitability. Success depended on understanding the relationship between sales, marketing spend, and financial performance—including leads, calls, ad spend, booked jobs, revenue by business line, and GPAAS. However, siloed systems with lagging, inaccurate data prevented them from integrating and analyzing these metrics at a metro level, limiting visibility into key performance indicators and delaying data-driven decisions. At the same time, the company was navigating a complex ERP migration, straining internal resources and increasing operational risk—jeopardizing both growth and profitability.

The Details

The Challenge

The Chief Marketing Officer of a PE-backed online education platform urgently needed to address a ~75% customer churn rate. Learner data was fragmented across systems—transactional data, learning activities, Learning Management System churn indicators, and CRM entries—making it nearly impossible to predict churn drivers or create targeted engagement strategies. Manual intervention was unsustainable, limiting the company’s ability to address churn effectively at scale.

The Win

Teragonia built and implemented a bespoke Minimum Usable Product of its high-impact Analytics Foundation in four weeks, enabling the PE-backed home services company to scale with data-driven precision. By integrating fragmented financial and operational systems, we built a powerful analytics asset that correlates sales, marketing, and operational data at a granular metro level. In addition, automated weekly reporting provided real-time visibility into key performance indicators, allowing leadership to optimize ad spend, track GPAAS trends, and drive revenue growth with targeted market strategies.

Beyond reporting, Teragonia also ensured a seamless ERP migration, mitigating data mapping risks and enhancing financial and operational alignment. With these solutions in place, the company is now positioned to ingest data from future acquisitions seamlessly, supporting its inorganic growth strategy and reinforcing a tech-enabled, data-driven culture for sustained profitability.

Accelerated Growth

  • Executive-Level Clarity: Provided the CEO, CFO, leadership, and PE sponsors with trusted analytics to monitor key performance metrics and make strategic, data-backed decisions
  • Centralized Analytics Foundation: Created a unified data warehouse integrating sales, marketing, financial, and operational data from key systems, including ERP and field management platforms, with automated pipelines ensuring accuracy and efficiency
  • Correlated Sales & Operational Metrics: Delivered reporting that overlays sales and marketing funnel data with operational and financial outcomes, providing leadership with a clear view of the drivers behind revenue and profitability
  • Seamless System Transformation: Supported ERP system migration, resolving integration roadblocks and establishing a scalable data architecture

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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

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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.