The Client:
A Leader in Disaster Recovery and Restoration Services
The client is a national leader in disaster recovery and restoration services, managing emergency response operations across multiple regions. When leadership needs to make critical decisions such as deploying crews, forecasting revenue, allocating resources, they rely on one dashboard: the "HOT and TOP" report.
Company Profile:
- Multi-region operations managing hundreds of simultaneous restoration projects
- Business model depends on real-time data to guide operational and strategic decisions
- Revenue, margins, and job performance tracked through executive dashboards
- Data sourced from Salesforce (customer relationships), Sage (job financials), and Excel (revenue tracking)
The HOT and TOP dashboard tracked four critical metrics: Total Revenue, Gross Margin, Total Jobs, and Active Jobs. It answered the questions leadership asked every day: Which jobs need immediate attention? What's our true margin? Where should we deploy resources next?
But over time, the platform delivering this data had fractured. Data duplication across systems. Overly complex ETL processes. Manual extracts running on local machines. Limited in-house expertise concentrated in a single engineer. The result: inaccurate reporting that eroded trust in business-critical dashboards.
These data integrity issues and an immature reporting foundation reduced trust in these reports. Data from Salesforce (customer relationships), Sage (job financials), and Excel (revenue tracking) conflicted. Leadership stopped relying on the dashboard to make confident decisions. The reporting crisis had become a business risk.
info The data existed, but it no longer delivered the reliability required for confident decision-making.
The Problem:
Legacy Architecture Creating a Reporting Crisis
Fragmented data sources, zero governance, and manual processes brought mission-critical reporting to a breaking point.
Operational Efficiency:
- Manual reporting workflows delayed insights by hours or days
- Data quality issues required constant validation and rework
- New hires couldn't understand the undocumented ETL logic
- Business growth outpaced platform scalability
- Local compute dependencies created single points of failure
Executive Decision-Making:
- Inaccurate revenue, margin, and job count data stalled budget decisions
- Teams spent hours validating numbers before presenting
- Leadership hesitated to act on reports they couldn't trust
- Financial forecasting relied on outdated or incomplete data
- Competitors moved faster on market opportunities
Platform Vulnerability:
- Single engineer held all institutional knowledge
- No monitoring meant failures went undetected for days
- Full daily extracts consumed excessive resources
- Data duplication across Salesforce, Sage, and Excel sources
- Minimal documentation made troubleshooting and improvements difficult
JBS Dev's Approach:
Unified Data Pipeline with Automated, Event-Driven Architecture
JBS Dev took a phased approach: stabilize the most critical dashboard first, then expand modern practices across the platform. This ensured immediate leadership buy-in while building long-term scalability.
The solution delivered three outcomes:
1. Single Source of Truth
Centralized data pipeline unified fragmented sources from Salesforce, Sage, and Excel.
2. Real-Time Automation
Event-driven updates replaced overnight batch jobs
3. Operational Transparency
Monitoring and cataloging ended the "black box" problem
The platform is scalable, automated, and cloud-native, eliminating local dependencies and providing executives with accurate, timely dashboards they can trust.
Event-driven pipeline replaces manual extracts with scalable, automated workflows
The Transformation:
From Fragmented Chaos to Unified Clarity
cancel Before: Legacy Platform
check_circle After: Modern Platform
NOT HOURS
Dashboard refreshes throughout the day, not overnight
LEADERSHIP ADOPTION
Executives use the dashboard daily without questioning accuracy
MANUAL PROCESSES
Platform scales automatically without custom engineering
The Modernization Path
Diagnose
Mapped data flows, identified duplication sources, prioritized the highest-impact dashboard
Rebuild
Centralized pipeline, event triggers, incremental loads, real-time monitoring
Scale
Extended modern architecture across all reporting, enabling future growth without rework
verified_user Stabilize first, then expand. By stabilizing the most critical reporting asset first, JBS Dev ensured that subsequent improvements built on a reliable foundation without disrupting executive dashboards.
What Made This Work
Prioritized the Most Critical Report First
JBS Dev stabilized the HOT and TOP dashboard before expanding improvements. This ensured executives saw immediate value and built trust in the modernization process.
Replaced Manual Processes with Event-Driven Automation
Transitioning from full daily extracts to incremental event-driven updates eliminated local compute dependencies and reduced reporting latency from hours to minutes.
Established Monitoring and Governance Controls
Adding visibility into pipeline health, alerting, and data cataloging transformed the platform from a black box into a transparent, manageable system.
Built on Scalable Cloud-Native Architecture
Centralizing data in S3 and leveraging AWS event-driven services created a foundation that scales with business growth without increasing complexity.
Democratized Knowledge Across the Team
Comprehensive documentation and knowledge transfer eliminated single-resource risk and empowered the internal team to maintain and extend the platform independently.