BlumShapiro Consulting was engaged by OneSource Water to provide data quality, master data management, business intelligence/reporting services and ERP software selection services. Learn more about their challenges and the ultimate solutions.

Challenge:

OneSource Water, LLC (OSW) is one of the largest and fastest-growing, bottleless water cooler service companies in North America. They pursue a growth strategy that combines strategic selection of acquisitions while organically increasing customer density in existing markets with their field sales force. OSW services over 24,000 customers across 30 markets from New York to Los Angeles. Their customers encompass businesses of all sizes, industries and organization imaginable.

OSW acquired more than 15 companies over the course of 5 years. This rapid growth and integration of acquired businesses led to a huge increase in transaction volume. OSW sends out approximately 20,000 invoices and receives almost as many payments every month! Another challenge was that the integration of data from so many businesses created data quality issues (e.g. omissions, duplicates and errors). These data quality issues were the root causes of many of OSW's administrative challenges. The company knew it needed to get control of its data but lacked the skills and expertise to get accurate and mission-critical data from its existing cloud-based ERP system and SQL Server database. This made it difficult to manage the business as it grew. OSW needed to harness the power of its data to propel customer service and profitability forward.

Solution:

OSW's executive team chose BlumShapiro Consulting to work with them on their data quality challenges. Blumhapiro's technology consultants undertook a series of initiatives to help OSW. First, BlumShapiro performed a software selection project to identify the best ERP software to run OSW's business. Our consultants met with key stakeholders, developed an extensive list of requirements and led scripted software demonstrations. This thorough approach resulted in the selection of IFS software.

OSW knew that the quality of their existing data was a significant obstacle to a successful ERP implementation and roll-out. After assessing technology partners, they chose to work with BlumShapiro Consulting's technology practice to implement a data quality solution. Their goal was to eliminate redundant data without impacting the current operations, and to have the data migration process worked out prior to loading test data into the new ERP system. Using Microsoft Cloud-Computing enabled technologies, BlumShapiro designed and implemented a repeatable process for cleansing data, including customer, installed equipment and part master data.

In tandem with the ERP implementation, immediate attention was given to current reporting needs. Critical management reports required re-evaluation as data quality issues were uncovered. BlumShapiro's business intelligence (BI) consultants diagnosed data-processing problems and delivered a complete set of effective management reports that made an immediate positive impact on the business.

BlumShapiro Consulting listened closely to our business challenges and quickly responded with in-depth knowledge of the latest technologies. Our new reporting far exceeds our prior capabilities. Our data quality processes enable us to control our data, improve customer service and improve profitability.

Benefits:

OneSource Water now has a fully integrated ERP business application to help them run their growing business. This software will set the standard for OSW's industry by dramatically improving customer service, sales, back office and the tracking and maintenance of equipment. OSW also realized significant improvements to existing reporting, creating quick wins for the business. Working with BlumShapiro on these initiatives generated an immediate boost to productivity with better reporting and a highly scalable solution that will support OSW's long term growth goals.

 


Services Provided: Software Selection, ERP Implementation, Management Reporting, Data Quality, Business Intelligence
 

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Advisors | Auditors | Consultants | CPAs – BlumShapiro is one of the premier consulting firms in New England and a Top 100 CPA Firm in the U.S. Our professionals serve companies in Boston (MA), Hartford (CT), Cranston (RI), Shelton (CT) and Quincy (MA) with technology consulting, business valuations, litigation support, project management, process & controls and bankruptcy consulting services. We are a Intacct Partner offering accounting software including Cloud ERP solutions. Learn more about our City of the Future offerings.