BoringBI

In a project engagement with Oakwood Fort, a design, management, and construction company, BoringBI provided BI consulting to help them gain more insight into their budgeting and execution. The team at BoringBI linked Oakwood's Tradify job management data with the company's manual purchase and payment records, forming a unified reporting layer. With a deep understanding of Oakwood's budget controlling, trade account management, among others, the team restructured their cost documentation process and build a Power BI dashboard.

This dashboard provided live visibility into previously untrackable KPIs and was specifically designed to suit Oakwood's operational needs, rather than a generic construction model. The main deliverables were a unified data source combining Tradify data and manual records and a Power BI dashboard covering project costs, payment patterns, and trade relationships. Now, a full operational overview can be refreshed in minutes, considerably reducing manual processing time.

Oakwood Fort decided to work with BoringBI due to their high ratings and cultural fit, sustaining the engagement which started in July 2025. Working with 2-5 team members from BoringBI, they invested less than $10,000 in the partnership and have found the new data integration and reporting system transformative. The overhaul of their process marked a significant improvement from their previous manual operations, positioning them for better decision-making within their business.