Case Study: Kelly Roofing achieves real-time, data-driven insights with Microsoft Power BI

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

Kelly Roofing, LLC, a second‑generation, family‑owned roofing contractor in Collier County, Florida, set out to modernize operations and gain real‑time visibility across sales, field work and finance. The company had already adopted Microsoft cloud apps but hit a major bottleneck with financial processes in QuickBooks that didn’t integrate with other systems, leaving leadership without up‑to‑date job costing or performance metrics. As part of its transformation the firm adopted Microsoft Power BI alongside Dynamics 365 and other Microsoft services to close that visibility gap.

Using Microsoft Power BI together with Dynamics 365 for Financials, Office 365, Azure and Field Service, Kelly Roofing migrated off QuickBooks in 30 days, automated payments and customer updates, and introduced real‑time job costing, invoicing and drill‑down analytics via Dimensions. The integrated Microsoft Power BI solution improved decision‑making, optimized routing and scheduling, supported new IoT initiatives, delivered virtually 100% uptime, and helped raise per‑employee revenue from about $75,000 to $160,000.

Kelly Roofing

Ken Kelly

President