Scattered project data with no central view. Oakwood Fort needed to track job performance, costs, and timelines in one place — without building an internal data function.
Oakwood Fort manages residential and commercial construction projects across renovations, extensions and conversions in Leeds. Like most firms at their stage, the business ran on Tradify for job management and their own manual logging system for purchases and payments — two separate data sources that had never been connected.
The data existed. The visibility didn't.
With no unified view of project costs, budget tracking was reactive rather than proactive. Costs were logged across different locations without consistent structure. Trade relationships, payment patterns and project-level performance lived in separate systems with no way to see the full picture.
BoringBI came on board mid-project. There was no clean starting point — only real data in motion that needed to be understood, structured and made useful.
Before any dashboard was built, we sat down with the director to understand what decisions they were actually trying to make. The answers were consistent across every conversation: budget control, trade account management, payment method analysis, and cost visibility across the full lifecycle of each project.
We started by restructuring how costs were being documented — creating a consistent, reliable input layer that brought Tradify job data and their own purchase and payment records together into a single unified source for the first time.
With that foundation in place, we built a Power BI reporting layer giving the business live visibility into KPIs they had never been able to track before. The reporting was designed around how the team actually works — not what a standard construction dashboard looks like, but what Oakwood Fort specifically needed to see to make better decisions day to day.
"They structured our project data and built reporting we actually use day to day."
Director, Oakwood FortWith a clear view of their numbers, Oakwood Fort is becoming more deliberate about how they run and price projects. The reporting has opened up new conversations — with trade accounts, with lenders, and internally about where costs in a construction business actually sit and how to manage them more precisely.
They are becoming more confident and creative in their whole business approach. Not because the data changed — but because they can finally see it.
We came in mid-project rather than at the start. There was no clean slate, no perfect data handover. That is often how it works in practice — data problems don't wait for a convenient moment. The first task was to understand what existed, impose structure on it, and build from there.
30 minutes. No deck. Just a straight conversation about where your data actually is and what it could do.