Case Study: Luck Companies achieves self-service BI and better forecasting with Zapbi

Luck Companies - Customer Case Study

Luck Companies, a privately held Richmond-based corporation with businesses spanning stone production, architectural stone supply, tennis court products, and real estate development, needed a better way to access and use its business-critical data. Its Forecasting Team was struggling to house and report on Microsoft Dynamics CRM data, plus related finance and transactional information, which limited visibility into opportunities, slowed decision-making, and made forecasting difficult.

After evaluating vendors, Luck Companies selected ZAP Data Hub from Zapbi to connect CRM and AX data and restructure it for reporting and forecasting. Zapbi delivered the solution on time and on budget, and Luck quickly gained access to data it had not used for three years, improved data quality visibility, and began creating its own reports after a four-day training course, enabling true self-service BI within weeks.

Luck Companies

Tracy McCabe

Senior IT Generalist