SUCCESS STORY | Resolute Industrial
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HVAC&R company uses single source of truth for all business and financial data

Fast-growing HVAC&R company empowers their employees with Phocas’ powerful BI solution

Resolute Industrial (Resolute) is the largest independent provider of temporary HVAC&R solutions in North America. The Indianapolis-based company has around 250 employees that serve customers across all industries from more than 40 depot branches and sales offices. In addition to providing cooling and heating rental equipment, Resolute also remanufactures compressors, and provides refrigerant storage and recovery solutions.

Client Resolute Industrial
Industry Plumbing and HVAC
HQ Location

Indianapolis, USA

ERP System Infor Cloudsuite Field Service

Moving beyond Excel spreadsheets

The large operation has a lot of moving parts, so keeping track of inventory and sales, maintaining customer data and monitoring the health of the business is critical to the growth of the organization. Up until the deployment of Phocas Business Intelligence (BI) software, the company used Excel spreadsheets to manage business data and reporting.

When we were a smaller organization with 50 employees, spreadsheets were fine,” said Soulby Jackson, CIO of Resolute.

As we have grown 3 times our size, the need for a single source of truth and the ability to manipulate and dig into the data has grown. We are on an aggressive growth path through acquisition, so seamlessly integrating data from a growing number of data sources to see the big picture is critical.”

  • Moving from static to active reporting
  • Easily integrating a growing number of data sources
  • Drilling down into data to understand the “why” behind a certain result
  • Having a responsive solution that shows the big picture and helps stimulate company growth

Right solution for seamless consolidation and views of data

After evaluating a couple of solutions, including Microsoft Power BI, Resolute opted to deploy Phocas BI because of the quickness of the database, the interface and user-friendly dashboards, and the customer service.

Ultimately, we decided that Phocas is the right solution to ensure the seamless consolidation and views so we always know where we stand with a specific acquisition and the new, larger organization as a whole,” said Jackson.

Phocas was much more nimble, responsive and agile than the other solutions we reviewed, and the executives value the ability to drill down quickly into the details.”

  • Implemented Phocas Financial Statements to make monitoring finances quicker and easier
  • Leveraged executive dashboards to make complex data easy to use and understand
  • Adopted Phocas to always have the necessary information to quickly address customers’ current needs

Empowering teams with business intelligence and Phocas Financial Statements companywide

Resolute is noticing benefits from Phocas across the business — including the finance team — who is leveraging Phocas Financial Statements, Phocas’ latest product offering, to consolidate the financials to the executive team. Additionally, the teams create and refer to executive dashboards to answer questions and monitor the high-level details of the business. With a simple click, leadership can dive into the layers of information to review performance by piece of equipment, branch or region. Resolute has also given access to all users to monitor the revenue by day compared to budget.

One of the biggest benefits of Phocas for Resolute is the ability to immediately see the utilization of its rental equipment, providing key indicators such as:

  • Health of the business: 360-degree view for all employees to see both how productive they are and how well they are doing in the market
  • Trending and investment: view demand to better monitor equipment life and determine where to invest
  • Multi-site GL monthly consolidation: ability to consolidate separate databases within hours

“We have built our business on the ability to quickly serve the needs of our customers, rapidly delivering temporary temperature control solutions anywhere in the country,” said Jackson.

“We need to know right now, the pool of equipment available and the health of that equipment so that we can accurately and effectively meet the needs of our customers. With Phocas, that information is only a few clicks away.”

He added, “Phocas allows us to track multiple variables about our equipment, while also giving us a single source of truth for all of customer and financial data. The combination of usability, consolidation and ability to drill-down into the underlying details has empowered our team and business with actionable data that we are using to shape the future of Resolute.”

  • A single source of truth that stays up to date instead of spreadsheets
  • An easy to use solution that lets users drill down into actionable data
  • Monitoring made easier by showing a clear view of available pieces of equipment and their statuses