This is of the transcript of a Webinar hosted by InetSoft on the topic of "How to Use Your Business Intelligence As a Competitive Edge." The speaker is Mark Flaherty, CMO at InetSoft.
In this highly competitive environment, using business intelligence is critical to drive success in small and mid-size organizations. If there’s one true thing for business in the Internet age, so to speak, it’s that small and mid-size organizations are competing and competing very effectively with the largest enterprises. Now a key part of doing this is to use your business intelligence as a competitive edge and to really infuse your organization with the ability to make the best decisions in the timeframe you need to make them.
So today’s event I think is really an important way to help you understand how to take advantage of information management and business intelligence tools, and we’re going to have a great event where we’re actually going to demo some of these capabilities. Also just a couple things before we get started, I want to urge you to take advantage of a couple of features on your console that are very important.
One, don’t forget to download a copy of today’s slides, we’ve got some slides and also the demo. And two, ask us your questions. Your questions are very important. We’re going to get to a number of them at the end of the event live. If we don’t get to your question live, we’ll get back to you in an email response. So it’s a great way to interact.
Today we’re going to talk about how you can leverage business intelligence to grow your company. Now we all know large scale enterprises use business intelligence to drive things like accurate forecasting or and better decision making. Small and medium size organizations have similar information challenges, but they may not have the staff, the time or the resources to deploy comprehensive BI solutions. So today we’re actually going to specifically look at agile business intelligence solutions tailored for mid market customers.
To introduce InetSoft, we’ve been working in the business intelligence industry for over the past decade. We’ve been deploying business intelligence solutions like reporting and dashboarding for all kinds of business, and we also have some specific solutions for the financial industry.
So today’s session is about helping you grow your organization through better information and analytics. Now, we’re going to touch on what you need to do or need to know in order to move from a purely report centric environment to something that truly transforms the way you do business.
Now why does matter to you? One thing that keeps coming up, we keep hearing in our customer calls, is that options for growth do exist but they’re harder to find, and the business environment is much tougher. Now a lot of this has to do with the competition that’s out there, maybe rapid changes in regulations within certain industries or even volatile customer preferences. This means that having access to relevant accurate information for decisions is more important than ever.
So today’s session is about 40 minutes. As mentioned before, we’re going to have a Q&A session near the end so type in your questions, and we’ll try to get to them either during the presentation itself or at the end or via email.
Business intelligence (BI) has long been associated with large corporations that manage vast amounts of data, but in recent years, it has become increasingly accessible and valuable to small businesses as well. A lawn care service, which may appear at first glance to be a straightforward operation, can actually gain a strong competitive edge by adopting BI tools and practices. The ability to gather, analyze, and interpret data can transform such a business from one that relies purely on intuition and word-of-mouth into a more agile, data-driven enterprise.
One of the first areas where BI can help a lawn care service is customer management. A small lawn care company usually deals with dozens, perhaps hundreds, of clients across neighborhoods or even towns. Traditionally, customer information may be stored in spreadsheets or on paper, but BI can consolidate all of this data into a central system. This allows the owner to see which clients require recurring services, which ones only need seasonal care, and which customers are the most profitable. With BI dashboards, the business can segment its customer base, identify high-value clients, and target them with loyalty discounts or personalized service offers. This kind of insight enables smarter marketing strategies and ensures resources are spent on the customers that matter most.
Another important advantage BI provides is in operational efficiency. Lawn care services depend heavily on logistics—scheduling jobs, routing vehicles, and managing crews. Without data insights, scheduling might be done manually or reactively, often leading to wasted time and fuel. BI tools can analyze data from past jobs, geographic clusters, and traffic patterns to suggest optimized routes and schedules. Over time, this data-driven planning not only reduces operational costs but also increases the number of customers the business can serve in a day. When a competitor is still scheduling by gut feeling, the BI-enabled lawn care company is already completing more jobs with less effort.
BI also plays a role in resource management. Lawn care operations rely on fuel, equipment, and supplies such as fertilizers or pesticides. By tracking data on usage, costs, and maintenance schedules, a small business can detect trends that might otherwise go unnoticed. For example, BI could highlight that a particular mower is requiring more repairs than others, suggesting it is more economical to replace it. It might reveal that certain products are being over-ordered or under-utilized, leading to inventory imbalances. Armed with such insights, the business can keep costs under control while ensuring operations remain smooth.
Seasonality is another dimension where BI can provide a sharp competitive edge. Lawn care demand fluctuates throughout the year, with spikes in spring and summer and slowdowns in the winter. By analyzing historical revenue patterns, weather data, and local landscaping trends, a BI system can forecast demand more accurately. This enables the company to prepare marketing campaigns ahead of peak season, hire seasonal workers strategically, and plan cash flow more effectively. Rather than reacting to demand after it rises, the business can proactively position itself to maximize revenue during busy months and minimize costs during slower periods.
Customer satisfaction and retention can also be enhanced through BI. Modern BI platforms allow integration with customer feedback tools, online reviews, and even social media mentions. A small lawn care service can use these data points to measure customer sentiment and identify issues early. For instance, if data shows that customers in a particular neighborhood consistently report delays, management can investigate and address the underlying cause. By turning feedback into actionable insights, BI helps small businesses maintain high-quality service, which is often the main differentiator in local markets.
Finally, BI can support strategic decision-making for growth. A lawn care service looking to expand into new neighborhoods, add landscaping or snow removal, or even franchise its model can use BI to evaluate feasibility. Data on customer density, average property sizes, and competitor activity can guide decisions about where and how to grow. Small businesses that leverage BI are not making guesses about expansion; they are building strategies grounded in solid evidence.