CoolSys runs a complex operation with countless technicians in trucks handling work orders, customers, and technical issues, maintaining operating margins and reducing turnover was challenging. The company faced several
critical challenges:
Complex Multi-Company Operations When CoolSys engaged Blue Margin, the company was struggling to integrate data being generated by 18 different companies, creating fragmented visibility across the enterprise.
Private Equity Time Constraints CoolSys is private equity backed, meaning it has a limited time horizon to execute on its buy and build strategy, requiring rapid integration and visibility.
Operational Complexity With countless technicians in trucks handling work orders, customers, and technical issues across multiple locations, maintaining operating margins and reducing turnover was challenging.
Disparate Systems Data existed across 18 different companies and disparate systems without a unified repository, making consolidated reporting and decision-making nearly impossible.
High Employee Turnover The company struggled with employee turnover that was impacting service delivery and operational efficiency.
Reactive Management Without integrated data visibility, leadership was forced to react to turnover and operational issues rather than proactively managing the business.
CoolSys brought in Blue Margin for its expertise in implementing business intelligence for mid-market, sponsored companies. Blue Margin developed a comprehensive solution that transformed CoolSys’ data infrastructure.
Agile Dashboard Development The team, through a series of sprints, began delivering dashboard insights to help streamline daily operations.
Central Data Warehouse Ultimately, the team established a central data warehouse to cover all aspects of finance and operations, creating a unified view across all 18 companies.
Unified Operational View Furthermore, Blue Margin developed dashboards coordinating all functional areas through a single pane of glass.
Interim Integration Strategy As Michelle Nares, Director of Operations, put it, “We partnered with Blue Margin to create an environment where we could put data from 18 companies and disparate systems into a single repository, and built reports as an interim scaffolding while we integrate the ecosystem.”
Accelerated Integration While many companies wait years to gain a consolidated view of their enterprise until they have integrated ERP systems, Blue Margin’s work helped CoolSys acquire an integrated view at the data layer in short order.
CoolSys attributes a meaningful increase in margins directly to the insights they gained from the business intelligence system developed with Blue Margin. A new level of data intelligence has enabled CoolSys’ leadership to focus on executing their buy and build strategy, rather than reacting to turnover and operational issues.
Significant Margin Improvement “Our data insight is the cornerstone to our growth, helping us increase operating margins 4-5% and reduce turnover by 52%,” according to CoolSys leadership.
Dramatic Turnover Reduction Reduced employee turnover by 52%, directly impacting service quality and operational costs.
Improved Service Delivery Improved service call response times and employee productivity across the technician workforce.
Strategic Execution Enablement Leadership can now focus on executing their buy and build strategy rather than constantly addressing operational fires.
From Blind to Visible “I equate it to being the captain of a ship. Without data insight, you’re in a very busy shipping lane with heavy fog, no radar, and you’re flying blind. With Blue Margin’s help, we can walk on the bridge and the gauges are turning on and coming to life.”
By partnering with Blue Margin, CoolSys successfully integrated 18 companies into a unified data environment, dramatically improving both financial and operational performance. The success of this project demonstrates:
Tell us about your business and let’s explore how better data can drive growth.
