From fragmented operations to a unified data platform
SFM Services was running a growing professional services operation on disconnected spreadsheets and manual reporting cycles. Veritas Data designed and built a complete AWS data infrastructure — consolidating operational data, automating key workflows, and giving leadership real-time performance visibility for the first time.
A growing business running on manual everything.
SFM Services had grown steadily — but the operational infrastructure hadn't kept pace. Critical business data lived in silos: project tracking in one spreadsheet, financial performance in another, client records in a CRM that didn't talk to anything else. Generating a performance report for leadership meant someone spending hours pulling numbers from multiple sources, reconciling discrepancies, and assembling a document that was already outdated by the time it was shared.
The cost wasn't just time — it was visibility. Without a reliable, current picture of operational performance, decisions were being made on lagged information. The business needed a foundation that could consolidate everything into one place and keep it current automatically.
- Operational data fragmented across spreadsheets, CRM, and disconnected systems
- Manual reporting cycles consuming significant staff time each week
- No single source of truth for performance metrics
- Leadership decisions made on lagged, manually assembled data
- Repetitive operational workflows with no automation
- Unified data platform consolidating all operational systems
- Automated ETL pipelines eliminating manual data pulls
- Real-time executive dashboards with current performance metrics
- AI-assisted workflows reducing overhead on repetitive tasks
- Infrastructure owned and operated by the client independently
End-to-end data infrastructure on AWS.
We designed and deployed a complete cloud data platform — from raw data ingestion through executive reporting — built on AWS and integrated with SFM's existing systems. The platform was delivered in iterative sprints with working software at each stage.
Operational clarity. Automated.
SFM Services went from a manual, fragmented reporting process to a fully automated platform that delivers real-time operational intelligence to leadership. The AI-assisted workflows reduced overhead on repetitive operational tasks, and the unified data warehouse eliminated the reconciliation work that had consumed staff hours every week. The platform is fully owned and operated by SFM independently.
Still running your business on manual reports?
Schedule a 45-minute discovery call. We'll look at your current systems and show you what a unified data platform would unlock for your operations and leadership team.