Customer Profile

American Exteriors, LLC is the largest vinyl replacement window and siding company in the Rocky Mountain Region.  With over 25 years of experience, the company is known for providing the highest quality, most energy efficient products in the industry.  American Exteriors has received top praise from leading industry organizations, including Energy Star, Green Seal, and Qualified Remodeler.

Business Challenge

After consolidating their business data in a new, sophisticated CRM system, American Exteriors needed a performance management solution that could produce high-level dashboards for the Executive Team, while also building in-depth dashboards for Sales, Marketing, and Operations.

Each department brought specific requirements to the table.  The Office of the CFO wanted to understand fluctuations in the revenue cycle, and needed a financial reporting solution to more easily analyze gross sales, net sales, and other key performance metrics. Sales and Marketing wanted a single weekly dashboard that could display data from multiple departments, including calls completed and leads generated, sales rep performance, and sales office performance.  Operations wanted to evaluate the effectiveness of each business line in every manufacturing plant, and needed a dashboard that could quickly identify lags within the manufacturing process.

Finally, ease of implementation was a critical requirement.  With operations in twelve states and relationships with eight different distributors, American Exteriors needed a solution that would be easy to deploy, use and maintain.  Most importantly, their new business performance management solution would have to scale to support an expansion rate of two new markets each year.

Solution

American Exteriors chose NetCharts Performance Dashboards (NCPD) for its powerful analytic capabilities, usability and deployment model.

With its sophisticated functionality, each department can easily build their own reports, even down to the mid-management level.  As an employee from American Exteriors mentioned, “I’m not an IT guy—and NCPD allows me to view and easily evaluate our operations.”

Results

“NetCharts Performance Dashboards enhance our existing reports in ways we have never been able to do before.  NCPD is an insanely powerful tool.  It has had an immediate impact on our operational processes and has had the surprising benefit of uncovering data and process inconsistencies,” said Michael Hurst, Director of IT, American Exteriors, LLC.

American Exteriors’ Executive Team uses NetCharts Performance Dashboards daily to see the company’s sales, financial, and real-time operational data for all divisions within the company.   New views of key performance indicators (KPIs) have helped the team to draw conclusions about the company’s production processes and overall progress.

In-place data calculations allowed the Office of the CFO to more easily identify that the majority of sales were booked during the last few days of each month. With this insight, the Sales Team quickly adjusted its efforts to effectively redistribute revenue more evenly throughout the month. Sales has better pipeline visibility than ever before, and are now able to easily monitor their performance in real-time.