Overview

BrightSpruce is a woman-owned residential cleaning company headquartered in Portland, Oregon, that sought to update its internal data systems to manage cleaning performance, finances, and client metrics more effectively. Bacancy’s team designed Power BI dashboards and leveraged the Microsoft Power Platform (Power Apps and Power Automate) to consolidate data from various sources, automate employee surveys, and display real-time, mobile-friendly insights. This has meant streamlined data entry, connected reporting, and cohesive KPI tracking across operations, finance, and customer management.

Technical Stack

  • Power BI
  • Power Apps
  • Power Automate
  • Zapier
  • PostgreSQL
  • AWS

    • Industry

    Hospitality

  • region

    • Region

    USA

  • project-size

    • Project Size

    Non- Disclosable

Highlights

Built integrated Power BI dashboards for live KPI tracking

Automated monthly employee surveys and reporting

Consolidated 9+ data sources for cleaner and accurate insights

Improved backend workflow for the Instant Quote system

Challenges & Solutions

Data split across many sources

  • Solution: Connected and cleaned data from 9+ sources, including Google Sheets, Forms, and Power BI, using Microsoft Power Platform. Automated workflows ensured consistent, accurate data consolidation without manual effort.

Manual data entry and surveys

  • Solution: Power Apps forms provided ease of employee data entry through dropdowns, logic controls, and access restrictions. Power Automate workflows automated monthly surveys and reporting, thereby reducing manual workload and increasing data accuracy.

No real-time insights or KPI visibility

  • Solution: Our Power BI Developers rebuilt the dashboards in Power BI to make them mobile-friendly and provide live tracking of cleaning performance, finances, and client metrics. Dashboards consolidated multiple data points into a single view, facilitating quick decision-making and smoother operations.

Fragmented backend for quotes and financial modeling

  • Solution: Reinforced the backend by integrating Sheets and Zapier into the Power Platform flows. United financial modeling, client growth, and employee metrics all in one place for seamless reporting and future scalability.

Core Features

  • Power BI dashboards for live KPI tracking and analytics
  • Power Apps portal to capture and manage employee data and forms
  • Automated reporting and survey collection with Power Automate
  • Consolidation of multiple data sources into a single view
  • Backend enhancement for the financial modeling and Instant Quote system
  • Mobile-friendly interface with real-time performance insights
  • no.-of-resources

    • No. of Resources

    06

  • time-frame

    • Time Frame

    February 2025 to August 2025

Experience With Bacancy

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Migrating To Laravel From Core PHP With Twilio Integration

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Upgrading PHP Laravel version while scaling the Admin Dashboard

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AI Solution Engine for Improved Performance and Error Handling

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Enhancing Managed IT Services With Streamline Automation Process

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SEO and Bulk Data Upload Solutions For An E-Commerce Healthcare

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Elevate Your E-Commerce with Scalable UI and Enhanced Calculators

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Simplifying Annuity Rate Management for Complex Calculations

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Addressing Null Safety, Code Structure Issues, and Manual Deployment Issues

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Optimize Task Management With Advanced Tracking

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Revolutionize Applicant Tracking: Advanced Image Optimization Techniques

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Cost-Effective Media Management Solution and Resolving Data Upload Issues

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Enhance Your Management Service with User-Centric Innovations

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14+

Years of Business
Experience

1458+

Happy
Customers

12+

Countries with
Happy Customers

1050+

Agile enabled
employees

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