Overview

BrightSpruce, a US residential cleaning business, worked with Bacancy to build Power BI dashboards and Power Platform automation using Power Apps, Power Automate, Zapier, PostgreSQL, and AWS. Bacancy consolidated 9+ data sources into connected reporting, automated monthly surveys, and reinforced the backend behind the Instant Quote system for cohesive KPI tracking.

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 Disconnected Sources

BrightSpruce’s operational, financial, and client data lived in 9+ separate places, including Google Sheets and Forms, with no connection between them. Producing a single accurate report meant manual copying that was slow and error-prone.

  • Solution: Our team connected and cleaned data from all 9+ sources using the Microsoft Power Platform, with automated workflows ensuring consistent, accurate consolidation without manual effort. With the sources unified, every downstream report draws from the same clean dataset.

Manual Data Entry and Employee Surveys

Employee data entry and monthly surveys were handled manually, which added workload and produced inconsistent records that undermined trust in the numbers.

  • Solution: We built Power Apps forms with dropdowns, logic controls, and access restrictions to make data entry simple and consistent, and used Power Automate to run monthly surveys and reporting automatically, cutting manual work and improving accuracy.

No Real-Time Insights or KPI Visibility

Leadership had no live view of cleaning performance, finances, or client metrics, so decisions relied on stale, manually assembled reports.

  • Solution: Our Power BI Developers rebuilt the dashboards in Power BI as mobile-friendly, live views of cleaning performance, finance, and client metrics, consolidating multiple data points into a single screen for quick decisions and smoother operations.

Fragmented Backend for Quotes and Financial Modeling

The Instant Quote system and financial modeling ran on a fragmented backend of disconnected sheets and tools that did not scale or report cleanly.

  • Solution: We reinforced the backend by integrating Google Sheets and Zapier into the Power Platform flows, uniting financial modeling, client growth, and employee metrics in one place for cohesive 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

Results & Impact

  • Consolidated 9+ disconnected data sources into a single, connected reporting layer
  • Live, mobile-friendly Power BI dashboards gave real-time visibility into cleaning performance, finance, and client KPIs
  • Power Apps forms standardized employee data entry with dropdowns, logic controls, and access restrictions
  • Power Automate removed manual monthly survey and report collection
  • Reinforced Instant Quote backend united financial modeling, client growth, and employee metrics for scalable reporting
  • Delivered by a 6-person team between February and August 2025
  • no.-of-resources

    • No. of Resources

    06

  • time-frame

    • Time Frame

    February 2025 to August 2025

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