Case Study: Kelly Roofing achieves real-time financial insight and scalable operations with Microsoft Azure

Combining traditional know-how with modern insights: a firm’s journey to digital transformation

Kelly Roofing is a second‑generation, family‑owned roofing contractor in southwest Florida with more than 30 years’ experience. After beginning a digital transformation in 2015 with Office 365 and Dynamics CRM, the company hit a bottleneck when financials remained on QuickBooks, creating a siloed process that hindered scaling, forced extra hires, and left leadership without real‑time insight.

Kelly moved to Dynamics 365 for Financials (implemented in 30 days) and expanded use of Dynamics 365 Field Service, Power BI, Azure IoT and integrated payment tools. The solution centralized data and automated workflows, delivering real‑time job costing and invoicing, drill‑down analytics, optimized scheduling, and automated payments—helping boost per‑employee revenue, remove IT burden, and improve operational consistency and customer service.

Kelly Roofing

Ken Kelly

President