Case Study: O’Brien Group gains monthly franchise benchmarking and reporting with Fathom

How O'Brien Group gained oversight of their large franchise network

The customer, O'Brien Group, an automotive and building repair franchise, faced the challenge of gaining timely financial oversight of its large network. They lacked access to timely balance sheet and cash flow data for benchmarking, relying on a slow, manual process using spreadsheets that only allowed for quarterly updates. This inefficiency prevented them from providing critical financial insights to their franchisees and support teams.

The vendor, Fathom, implemented its Benchmarking feature to automatically pull and consolidate financial results each month. This solution provided detailed analysis, allowing franchisees to compare their performance against anonymized peer data using a common chart of accounts. As a result, O'Brien Group can now generate up-to-date, professional monthly and quarterly reports. The impact is significant live analysis capabilities; franchisees and managers now use Fathom during strategic planning sessions to instantly visualize trends and inform their business decisions.

O’Brien Group

Ashley Clemmett

Network Systems & Support Manager