SUCCESS STORY

How Westcor Companies Turned 130 Hours a Month of Spreadsheets Into Real-Time Reports

Westcor Companies is a construction firm with service divisions spanning framing, concrete, masonry, material placement, and sanitation. Before partnering with Intelligent Technical Solutions (ITS), Westcor’s accounting team spent 130 hours a month manually keying data into spreadsheets that were stale before anyone could act on them. ITS Data Analytics turned that into real-time reporting the whole company could use.

Construction Industry
Data Analytics Type of service

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Westcor Companies leadership meeting in their office

THE CLIENT

A Construction Firm Drowning in Data

Westcor is a construction conglomerate with service divisions including framing, concrete, masonry, material placement, and sanitation. Before tapping Intelligent Technical Solutions (ITS), Westcor dealt with thousands of datasets that weren’t put to good use - until it engaged ITS for Data Analytics, which let the company visualize and understand its data in a more meaningful way.

At a Glance

Construction firm spanning framing, concrete, masonry, and more
Led by CFO Kevin Booth, CCIFP
Was spending $5,000/month on an underused reporting tool
Data Analytics partnership with ITS using Microsoft Power BI

Westcor saw the value of big data in streamlining its accounting cycle, particularly the accounts receivable report that consumed hours of staff time every single week.

THE CHALLENGE

Four Hours a Week for a Report That Was Already Stale

Before ITS, a controller spent about four hours every Friday morning compiling the accounts receivable report out of Westcor's existing system, publishing it as a PDF, and emailing it to every manager in the company. Days later, when the company's president asked about the numbers, the team would have to explain the report was already out of date.

The bigger picture was worse: Westcor's accounting staff spent 130 hours a month keying information into manually updated spreadsheets, on outdated software the company had long outgrown. On top of that, Westcor was paying $5,000 a month for a reporting tool that produced dashboards no one could view from their phones in the field.

What That Looked Like Day to Day

Four Hours Lost Every Friday

A controller spent a full morning each week manually compiling the accounts receivable report from scratch.
Stale Data Within Days

By the time leadership asked about the numbers, the report was already out of date.
130 Hours a Month on Spreadsheets

Westcor's accounting team spent that much time every month keying data into manually updated spreadsheets.
Paying for Tools No One Could Use

$5,000 a month went to a reporting service whose dashboards weren’t accessible from the field.

WHAT ITS DID

‘We Had Instant Access to the Data’

Using Microsoft Power BI, ITS helped Westcor build real-time reports that automatically calculate and reflect payments as they come in - published where every manager could see them, from the office or the job site.

Real-Time Reporting With Power BI

ITS built reports that automatically calculate and reflect payments the moment they come in, replacing the manual weekly build.
Freed Up 208 Hours a Year

Automating the accounts receivable report gave Westcor's controller back roughly four hours a week to focus on strategic work instead.
Anywhere, Anytime Access via Teams

“Live information is now available 24 hours, seven days a week, in real time, anytime we want,” Booth said. “It’s available in the office, on my phone, and anywhere we go.”
A Sounding Board for Bigger Strategy

ITS also helped Westcor streamline workflows, prioritize technology investments, and adopt Microsoft Teams for departmental collaboration.

IN THEIR WORDS

Westcor Companies on Working With ITS

“Now we have on-demand reports; before, we used to get reports once a week. Live information is now available 24 hours, seven days a week, in real time, anytime we want. It’s available in the office, it’s available on my phone, and it’s available anywhere we go. We had instant access to the data.”

Kevin Booth CCIFP, CFO, Westcor Companies

THE RESULTS

‘They Have Fantastic Customer Service’

Data Analytics

208

Hours a Year Freed Up byReal-Time Reporting

Automating the accounts receivable report gave Westcor's controller back roughly four hours a week - 208 hours a year - to spend on strategic work instead.

hrs/mo

Spent Keying Data by Hand, Eliminated

Before ITS, Westcor's accounting team spent 130 hours a month manually entering information into spreadsheets.

$K+

In Annual Cost Savings

Freeing up the controller's time and streamlining reporting translated to more than $10,000 in savings.

$K+/yr

Saved on the First Report Alone

“I’m sure we save over $5,000 a year on the 1st report that we’ve got from data analytics,” Booth said.

“They have fantastic customer service. Everybody at Intelligent Technical Solutions is courteous, and they go above and beyond. They are extremely polite, accommodating, and they have a genuine concern to try to solve our problems.”

KB Kevin Booth CCIFP, CFO, Westcor Companies See all case studies ↗