Challenge
The United Home Experts data infrastructure consisted of QuickBooks Online for accounting, small MySQL database to store business data, and MS Excel used mainly for data analysis. The need for data integration came from a need to pull data from the company's QuickBooks Online instance to MySQL in order to create custom Job Costing reports, as QBO standard reporting didn’t meet their needs.
The business need is to understand the profitability of the jobs we do as well as to pay commissions to our Product Managers based on that result. Job Costing also gives insight to whether our pricing is consistent with our desired Gross Margin. We are currently leveraging Excel for our analysis, but have plans to move to a Power BI platform within the year."