Frontline Pest Control
A warehouse for operating data, with historical service and accounting records organized into usable tables.
Read Frontline’s projectWe bring your systems together in a data warehouse you own, with shared definitions and tested calculations behind the numbers.

Can we handle what Sales is bringing in?
What accounts for the difference in these balances?
Are we ready to open another branch?
Can we use this with the next AI tool?
Sales and Operations bring different counts for accounts sold and services completed. Finance brings projections nobody else can make sense of. Before you can discuss whether you’re on track, someone has to work out what each report is counting and which assumptions went into the forecast.
We work through those definitions and assumptions with your team and build them into shared data models. Reports use the agreed definitions, and your team can see how the projections were calculated.
Does an account still count as sold if it cancels before the first service?
How many services does the forecast assume each new customer will receive?
We bring data from across your business into a warehouse you own, with documented models and business logic your team can maintain and extend.
That work gives you a starting point for adding reporting tools, exploring AI, or connecting new systems as the business grows.
Connecting your marketing, CRM, and conversation analytics helps you understand how customers find you and what happens after the first conversation.
What does each campaign cost per paying customer? What do the calls that turn into booked service have in common?

New accounts need first services. Existing customers are due for recurring visits. The office is handling calls and reschedules while branch managers work out who can cover the routes.
The information is there, but seeing where you’re running short means pulling it together again whenever the plan changes.
We connect sales, service, call, and staffing data, then model the relationships: when a new account needs service, what that adds to the schedule, and how the expected workload compares with available staff.
Your team can plan across branches and examine the assumptions behind the staffing estimates.
The answer depends on when those customers start, how often they need service, and the capacity already committed to existing customers.
With those relationships modeled, your team can estimate the additional workload and see when more coverage may be needed. The estimates can be updated as sales come in and services are scheduled.
A warehouse for operating data, with historical service and accounting records organized into usable tables.
Read Frontline’s projectShared models behind reporting and analytics, including a daily email covering retention and customer service.
Read Romex’s projectAR reporting and reconciliation, plus a staffing model built on Alta’s existing call-volume forecast.
Read Alta’s projectCan we handle what Sales is bringing in?
What accounts for the difference in these balances?
Are we ready to open another branch?
Can we use this with the next AI tool?
Tell us what your team needs to answer and how you’re working it out today. We’ll talk through what a shared data foundation could look like for your business and whether Octane is a good fit.