Optimizing Project Visibility and Budget Control

Optimizing Project Visibility and Budget Control for a Home Services Leader

In the fast-paced home services industry, keeping track of multiple projects—each with varying priorities, locations, and budget demands—is a persistent challenge. For one growing home services company, maintaining operational visibility and controlling expenses was becoming increasingly difficult, impacting efficiency and profitability.

The Challenge

Previously, the company managed projects with fragmented tools and spreadsheets, lacking real-time visibility into project status, expenses, and resource allocation. Key issues included:

Unclear project status causing delays and budget overruns.
Inefficient resource utilization across multiple locations.
Limited visibility into which projects required immediate attention.

Delve’s Solution

Delve implemented intuitive, real-time Power BI dashboards designed specifically for the company’s operational needs. The dashboards provided crucial insights, such as:

Active versus completed project statuses at a glance.
Detailed project budgeting and expenditure tracking.
Priority-based project management, clearly identifying high-priority tasks.

These dashboards offered seamless integration and clarity, empowering the team to make timely decisions with confidence.

Results Delivered

Leveraging Delve’s dashboards, the company significantly enhanced their project management outcomes:

Achieved 60% better budget utilization control, drastically reducing overspending.
Improved visibility, resulting in 71% of projects consistently tracked in real-time.
Enhanced resource allocation, optimizing team deployment across regions, increasing overall productivity.

Driving Operational Excellence

The home services leader now experiences streamlined project oversight and cost-effective management, underpinning stronger operational performance and profitability.

Discover how Delve can boost your operational efficiency—request your personalized demo today.