Unlocking Insights, Accelerating Success

Leveraging Business Intelligence to Build Insights & Capabilities

With CMiC BI Dashboards & Training

Project Snapshot

Houston, TX – When a leading environmental and ecosystem restoration contractor came to Palmer, they faced a common challenge: their out-of-the-box CMiC BI dashboards weren’t delivering the tailored insights their business needed. Their team was bogged down by manual processes—exporting and merging data to answer routine questions—and struggling to build dashboards that matched their specific workflows. They needed a solution quickly.

Our Tailored Approach

Build & Train

At Palmer, we thrive on solving challenges like these. We partnered with this client to address two key needs: creating custom dashboards and equipping their team with the skills to sustain and build on their reporting and dashboard capabilities. Starting with their prioritized list of requirements, we delivered over a dozen custom dashboards spanning job costing, billing, company-wide performance, equipment costing, WIP, and more.

We then delivered hands-on training to one of their team members using our CMiC BI Core & Shell training package. By blending practical instruction with real-time application, we empowered their team to create dashboards independently and confidently, know we are just a call away if they hit a roadblock.

Deliverables & Impact

New Insights and Capabilities That Drive Value. With these tailored dashboards, the client has deeper, more real-time insights into job progress and financial performance, saving dozens of hours previously spent on manually merging data files. These efficiencies have freed the team to focus on strategic priorities, with the added confidence that their processes are running smoothly.

Beyond the technical results, the client shared with us that they feel empowered with the tools and support they need to keep building on these successes. For Palmer, this is the ultimate testament to the collaborative partnership we strive to create with every client.