Customer Success Stories
Are you looking for a competitive advantage for your business? Or a solution to enable growth?
Check out how this client has used Anterra’s solutions to position their company for success!
The Client
Since 1999, Summit has been a leader in the fire and life safety space.
Summit Companies has built a portfolio of premier fire protection companies that collectively provide their customers with a complete set of services designed to protect buildings, assets, and people.
Summit operates as four companies: Summit Fire Protection, Summit Fire & Security, Summit National Accounts, and Summit Fire Consulting.
The Benefits
- Service management revenue increased from 10% to 50% due to visibility between systems
- Migration from consolidated financial spreadsheets and Crystal reports
- Scalable software for a company in growth mode
Ad hoc reporting on critical business metrics for division managers
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The History
Summit Companies is a national provider of comprehensive fire and life safety solutions. The company designs, installs, and services fire suppression systems, sprinklers, fire extinguishers, clean agent systems, early detection explosion systems and helps customers with disaster planning.
Service Management reporting was a black hole because no one could get to the data! I absolutely would recommend Anterra for the visibility that we now have into our operations.
The Challenge
Summit Companies is a national provider of comprehensive fire and life safety solutions. The company designs, installs and services fire suppression systems, sprinklers, fire extinguishers, clean agent systems, early detection explosion systems and helps customers with disaster planning.
The fire safety industry adheres to safety codes and standards for commercial buildings put forth by the National Fire Protection Agency (NFPA). This involves routine Inspection Testing Maintenance (ITMs) required for equipment and systems. Summit’s expansion to provide solutions and services on a national scale required a comprehensive and scalable IT, financial, and operational reporting system.
The challenge for Summit was that they had disparate databases for service, inventory, and financial information. They had large volumes of data, but there was no ability to measure performance against plan.
We have companies that operate in multiple states. We go to a dashboard, look at consolidated operating results, then drill to a pivot grid that can be sliced and diced by any factor: state, call type, location, technician, problem code, or any other factor. We have completely migrated away from Excel into interactive analysis in Anterra.
The Solution
Summit also implemented Sage’s mobile solution, Sage Service Operations (SSO) to dispatch technicians who then complete Work Orders in the field. They also use Sage Service Management to manage Purchase Orders and Inventory.
Praught researched for a solution that could report across finance, operations, and inventory across multiple databases. Anterra’s DataCenter was the perfect solution, transforming Sage’s Pervasive data into a preferred SQL environment. Furthermore, AnterraBI combines all of their data into dashboards, and pivot table reports — many of them created by Matt and his Analytics team.
Attributing to the nature of a safety business, Matt also needed ad hoc reporting for monitoring customers’ needs. Anterra and Summit collaborated with Anterra AdHoc (built on Amazon QuickSight) to sync with AnterraBI for reporting across roughly 30+ entities. Summit Companies has immediate visibility into inspection and testing data, sales prices, completed Work Orders, and COGs without configuring manual reports that formerly required a fleet of Crystal reports.
In response to the company acquiring more companies, Matt has created an internal training team dedicated to teaching which AnterraBI dashboard reports are critical to respective job positions.
Now we have accurate data that we can look and say, “You know what? We’re in the fourth week of the month and you guys are at 30% of your budget. Get to billing!”
