TurnPoint

AI-Based Data Model for Accurate Forecasting & Efficient Planning

Industry

Service Industry

Headquarter

KY

Platform

Web

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Client

With 30+ home service brands spanning 27 states, TurnPoint is home to an accelerating list of exquisite service brands in America offering residential and commercial services like plumbing, HVAC, and electrical services, with a cultural emphasis on principle over policy and the provision of category-of-one technology and resources.

Business Problem

Before partnering with Copper Digital, one of the major challenges TurnPoint faced was the existing manual, intuition-based business model which was prone to business loss and system failure.

  • The in-house team forecasted the business inquiries and planned resources based on the recorded unexpandable excel-based data of 12 years.
  • As the business evolved, the absence of a data repository and the non-inclusion of analytical data from critical sources like ERP and CRM narrowed their scope of analysis and prediction.
  • Non-consideration of essential data points that impacted call volumes, like the increasing number of club members, new business onboards, population density, and geo-specific demographics.

These business challenges further led TurnPoint to encounter an accentuated loss of opportunities and revenue due to erroneous forecasts and estimates.

As a result, to keep up with the pace of business growth and streamline its operations efficiently, TurnPoint sought a robust solution to automate its workload forecast and efficiency management process while mitigating the risk of incorrect estimations.

Engagement

Post all the brainstorming sessions with TurnPoint, Copper Digital’s team of solution architects, data engineers, UI/UX designers, quality assurance experts, web programmers, and product managers worked closely with their team to strategically lay out a digital transformation plan to solve their challenges.

All-in-One Data Warehouse – We identified and retrieved data from various sources like – historical data, Service Titan (ERP), CRM, new business on boards, etc., and developed a central data warehouse to analyze and predict call volume accurately.

Most Advanced AI-based Forecasting Model – To reduce the customer churn rate, our digital transformation experts created an AI-based predictive data model based on correlation regression.

This model was well integrated with third-party weather forecast systems, Service Titan (ERP), and analytics, and built with robust AI technology to analyze 10+ weather parameters, including geolocation, population density, etc., along with the current input parameters, the retrieved data from various data sources at the backend.

Smart Dashboard & Automated Reporting System – Our predictive data model was shelled with an intuitive dashboard at the front that offered daily, weekly, and monthly predictive analysis of the call volume & workload and helped the team in more precise sales forecasting and resource allocation.

Tech Stack

Result

From introducing artificial intelligence and bringing automation to transforming core processes digitally, Copper Digital’s solutions reciprocated numerous business benefits for TurnPoint.

Replacing manual forecasting processes with a well-built data-driven AI-based predictive model improved accurate sales forecasting by over 98%, offering a better learning ecosystem and detailed analytics.

In addition, the consolidated data warehouse and integration of the various data points paved the way for TurnPoint’s improved business operations, growth, and overall customer satisfaction.

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