Case Study: Kelly Roofing achieves streamlined operations and real-time financial control with Microsoft Dynamics 365

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 of local experience and the largest presence in Collier County. After early cloud adoption (Office 365 and Dynamics CRM) helped boost per‑employee revenue from $75,000 to $160,000, the company hit a major bottleneck: financial processes on QuickBooks were siloed, required extra headcount, and left leadership without real‑time insight to make fast, accurate decisions.

Kelly Roofing replaced QuickBooks with Dynamics 365 for Financials and extended the platform with Dynamics 365 Field Service, Azure, Power BI, IoT apps and payment automation (ChargeLogic), integrating finance with field and project operations in 30 days. The result is real‑time job costing and invoicing, deeper drill‑down analytics, automated payments and scheduling, scalable financial workflows, improved productivity and more consistent customer service—giving the company a measurable competitive advantage.

Kelly Roofing

Ken Kelly

President