← Common Problems
The Problem

“We rolled up 25–30 companies and the data lives in as many systems”

One of the largest elevator service platforms in the country was built through 25–30 acquisitions, leaving data scattered across nearly as many systems and making KPI reporting near impossible. If that's your platform, here's the diagnosis.

Roll-up data challenges are multiplicative, not additive

Each add-on arrives with its own ERP, its own CRM, its own accounting software, and its own way of defining "customer," "job," and "revenue." Company A tracks revenue at the contract level, Company B at the invoice level, Company C in a custom database one employee understands. The platform then can't answer the exact questions the board asks every meeting — how many customers do we have, what's blended gross margin by service line, which locations underperform — and for the first 12 to 18 months the answers get stitched together by hand in spreadsheets: slow, error-prone, and impossible to audit.

This is the "N-systems" problem, and it scales nonlinearly. Overlapping customers across add-ons, inconsistent data quality from a $5M tuck-in versus a $50M company, and master-data conflicts compound with every acquisition. On a finite hold period, every week without consolidated reporting is lost value-creation visibility.

A warehouse as an abstraction layer, not a system rip-out

The fix is not to force everyone onto one ERP immediately. It's a centralized warehouse that ingests each company's existing systems and maps them to a shared schema — organized in bronze (raw), silver (cleaned and conformed), and gold (business-ready) layers. The warehouse absorbs the complexity of N source systems and emits one consistent view of the platform.

Architected correctly, it also de-risks future migrations: because history already lives in the warehouse, swapping a portfolio company from QuickBooks to NetSuite changes only a connector — the dashboards never skip a beat. Designed as a repeatable onboarding machine, the goal is to compress onboarding with every successive deal — what takes months for the first add-on should take weeks by the fifth.

What good looks like

One consolidated warehouse ingesting every add-on's systems into a shared schema
Board questions answerable across the platform, not stitched together in spreadsheets
AI-assisted entity resolution for overlapping customers, with human review on the ambiguous tail
A repeatable onboarding playbook so each new acquisition slots in within weeks
The service that resolves this

Data Warehouse Design & Implementation

Often paired with Bespoke Data Analysis.

Questions

Common questions

Do we have to migrate everyone onto one ERP first?

No — and trying to is what stalls most roll-ups. A centralized warehouse sits as an abstraction layer above the existing systems and maps them to a shared schema, so you get consolidated reporting now without the operational disruption of ripping out systems mid-integration. System consolidation, if you do it later, becomes a connector change rather than a reporting outage.

How fast can we get consolidated board reporting?

The first add-on typically takes a few months to ingest and conform; once the platform and playbook exist, each subsequent acquisition slots into the same pipeline in weeks. The goal is a repeatable onboarding machine, so consolidated reporting keeps pace with deal flow instead of falling further behind it.

Sound familiar?

Tell us what you're seeing and we'll tell you straight whether — and how — we'd fix it.

Schedule a Call