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Case Studies

Real opportunities.
Real problems.
Real results.

Every organization has a vision. Most also have data scattered across too many systems and decisions that take too long. We help close that gap so leaders can move with confidence.

Homebuilding

Warranty Accrual

Building an accrual process reflective of the business

Large Regional Homebuilder

Warranty accruals had drifted over the years. Costs from pre-COVID operations and inflation didn't reflect the current reality. The natural outcome of outdated models: financial statements out of sync with the business, making accruals unreliable.

Truegility performed a deep historical analysis, factoring in updated, more industry-specific inflation and pandemic-era impacts, and built a tailored accrual calculator and dual reporting views: one for business ops, one for finance. That way, both sides see consistent, accurate numbers grounded in real business operations.

Truegility's solution successfully cleared historical misalignments with a one-time adjustment, establishing a repeatable, accurate accrual process that is perfectly aligned with actual business activity. This transformation ensures data integrity across the organization and drives confidence by delivering role-based reporting, guaranteeing that business leaders and finance teams are always speaking the same numbers.

Aligned
Accruals matched to actual business activity
2 views
Dual reporting: business ops + finance
Repeatable
Replaced one-off fixes with a scalable process
1 source
Single calculator grounded in real operations

Expertise Highlight

Accrual modeling
Historical adjustment analytics
Business-finance reporting alignment
Master data governance
Homebuilding Finance Operations Enterprise Analytics & BI Governance
Homebuilding

Work in Process Forecast

Converting complexity to simplicity without oversimplification

Large Regional Homebuilder

97%

Every month, their forecast missed the mark by 25-30%, which often triggered bank-covenant alarms. With the best intentions, they'd oversimplified WIP, used the wrong assumptions, and had little foresight into what was coming.

Truegility dug deep into historical financials, identified the fundamental WIP drivers, and built an automated forecasting engine. The logic runs in the background. For users, it's plug-and-play, with no additional training needed.

Truegility's solution delivered reliable, repeatable forecasting, increasing accuracy from the 70-75% risk range to over 97%. This not only removed financial surprises and decreased covenant risk but also eliminated manual forecasting time, successfully freeing the finance team for high-value strategic work.

97%+
Forecast accuracy (was 70-75%)
0
Covenant alarms since deployment
Auto
Plug-and-play, no training needed
Freed
Finance team refocused on strategic work

Expertise Highlight

Financial forecasting mastery
Driver-based modeling
Data-science foundation with business context
Homebuilding Finance Executive Enterprise Analytics & BI Automation
Homebuilding

Customer Lifecycle Analytics

Providing a one-stop shop for key business and market data

Large Regional Homebuilder

For our client, from the first inquiry to the finished home, the business had data scattered across 40 systems (CRM, project management, accounting, construction, approvals), each using different definitions. There was no way to see the full customer lifecycle in one place or make decisions fast enough to keep up with the pace of deals.

Truegility merged all 40 data sources into one unified analytics repository and built 120 tailored views for everything from monthly business reviews to deal approvals. Suddenly, leaders could see the entire home-building lifecycle, from lead to close, in real time.

Truegility's solution delivered full visibility into the entire customer journey via a single dashboard, replacing slow monthly review cycles with real-time insights. This data foundation ensured cross-team alignment, with sales, construction, finance, and operations all working off the same numbers. Consequently, data-backed deal approvals became faster, eliminating the risk and delay associated with waiting for reports to catch up.

40 → 1
Data sources unified into a single repository
120
Tailored views for every team
Real-time
Replaced slow monthly review cycles
Aligned
Cross-team data-backed deal approvals

Expertise Highlight

Enterprise-level data unification
Master data governance across 40+ systems
Lifecycle-level analytics
Cross-functional reporting frameworks
Homebuilding Operations Sales Executive Enterprise Data Unification Analytics & BI
Landscaping

Self-Service Sales Analytics

Providing company-wide self-service sales reporting and analytics

Mid-Sized Landscaping Company

Across multiple branches, sales and operations teams used different spreadsheets, relied on manual updates, and saw inconsistent numbers. That meant many felt they could not trust the data, so decisions stalled, manual processes proliferated, and accountability blurred.

Truegility built a unified data lake + a single data model that feeds a self-serve dashboard showing live sales pipeline, retention, crew utilization, and more. We co-created the core KPIs that matter and built a system where branch managers and executives see the same story, instantly and consistently.

Truegility's solution provided leadership with a real-time view into sales health and operations, ensuring everyone looks at the same metrics for real accountability and clarity across all branches. This unified data enabled a significant operational improvement, as routes and crew assignments are now optimized for cost, time, and efficiency. Consequently, resource allocation decisions became faster, more strategic, and focused on genuine business priorities.

1 truth
All branches seeing the same metrics
Self-serve
No more waiting on reports
Optimized
Routes and crews aligned to cost and time
Live
Real-time pipeline and retention visibility

Expertise Highlight

Unified data modeling
KPI strategy & definition
Self-serve analytics frameworks
Cross-branch operational alignment
Landscaping Sales Operations Executive Mid-Market Data Unification Analytics & BI
Private Equity & M&A

Financial Consolidation

Replacing a fragile Excel monolith with a scalable financial backbone

PE-Backed Multi-Entity Portfolio

ERP 1 ERP 2 ... Model

Every month, the finance team wrestled with a fragile Excel monolith. Dozens of tabs, hundreds of thousands of formulas, zero transparency. As acquisitions stacked up and systems multiplied, consolidation became a slow, error-prone headache. Seven different ERPs, no single source of truth.

Truegility unified data across all seven ERPs, building a centralized data model in Power BI with master data governance baked in. Executives can now drill into any line item, run consolidated financials in seconds, and trust the integrity of every number, even as the business acquires new entities.

Executives can now drill into any line item, run consolidated financials in seconds, and trust the integrity of every number. New acquisitions onboard in days instead of months, and the fragile spreadsheet layer is gone entirely.

7 → 1
ERPs consolidated into one model
Days
New acquisition onboarding (was months)
0
Spreadsheet risk remaining
Seconds
To drill into any line item

Expertise Highlight

Enterprise data consolidation
Master data governance
API orchestration
Rapid M&A integration
Private Equity Finance Executive Enterprise Mid-Market Data Unification Governance Migration

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