Analytics Infrastructure to Deliver Customer Insights for a Residential Services Business

Analytics Infrastructure to Deliver Customer Insights for a Residential Services Business

April 27, 2023
April 27, 2023

Share

Delivering Customer Insights to a Residential Services Business

Stax helped a client integrate their business intelligence data.



Stax took a deeper dive into the Target's: 

  • Analytics infrastructure
  • Customer segmentation
  • Relevant market data

Data and Research


Stax’s database was constructed from primary and secondary data sets using tools such as Azure Data Factory, Power BI, Azura Synapse Analytics, Experian, and Melissa.

  • Consolidated the Client’s internal data from disparate sources
  • Enriched with external data such as Federal Do Not Call (DNC) and Experian data

Data-driven insights

Stax provided the Client with:

  • Timely, effective customer insights
  • An in-house data warehouse with a master data management solution
  • Dashboard to visualize and generate data views and insights for sales and marketing teams

Unification of 5 data systems across 60+ locations to generate customer insights


By assessing and integrating valuable data and associated infrastructure, Stax was able to provide the client with:

 

  • Analytics-driven customer segmentation
  • Customer mapping overlaid with market data

Investment Opportunities in Managed Services


In support of a firm's investment in a managed services provider (MSP), Stax evaluated the attractiveness of a key provider in the space.


Stax took a deeper dive into the Target's: 


  • Market dynamics and sizing of the MSP market
  • Competitive landscape
  • Value proposition and customer alignment.

Furthermore, Stax provided input on the pursuit of inorganic opportunities, such as the most logical areas of focus and potential add-on targets.


Planning Strategy


Stax’s fact-base was constructed from extensive primary and secondary research conducted through both a field survey and targeted interviews:

  • A web survey of customers/partners, non-customers, and industry experts
  • Targeted phone interviews with customers/partners, non-customers, and industry experts


Trends in the Market

Through extensive research, Stax was able to provide the Client with:


  • A market size for the MSP sector, expected growth rates over the next few years, and drivers of future growth.
  • An understanding of the consumer spend in the sector over the next three years 
  • An understanding of current adoption and penetration rates, to estimate market opportunity for further growth
  • An evaluation of the Target’s market share

This included an insightful analysis on the Target’s customers to discern customer churn and win rates which provided a viewpoint on how macro risks will affect future growth.


A competitive analysis was also conducted to understand the Target’s value proposition and impending risks, including solutions/opportunities to mitigate competitive pressure.


A Deeper Look into the Market


Stax assessment allowed the PE firm to understand the market size and runway for additional adoption in the managed services sector


By highlighting the Target’s strengths and opportunities, the Client was able to make an informed investment decision.


Investment Opportunities in Managed Services


In support of a firm's investment in a managed services provider (MSP), Stax evaluated the attractiveness of a key provider in the space.


Stax took a deeper dive into the Target's: 


  • Market dynamics and sizing of the MSP market
  • Competitive landscape
  • Value proposition and customer alignment.

Furthermore, Stax provided input on the pursuit of inorganic opportunities, such as the most logical areas of focus and potential add-on targets.


Planning Strategy


Stax’s fact-base was constructed from extensive primary and secondary research conducted through both a field survey and targeted interviews:

  • A web survey of customers/partners, non-customers, and industry experts
  • Targeted phone interviews with customers/partners, non-customers, and industry experts


Trends in the Market

Through extensive research, Stax was able to provide the Client with:


  • A market size for the MSP sector, expected growth rates over the next few years, and drivers of future growth.
  • An understanding of the consumer spend in the sector over the next three years 
  • An understanding of current adoption and penetration rates, to estimate market opportunity for further growth
  • An evaluation of the Target’s market share

This included an insightful analysis on the Target’s customers to discern customer churn and win rates which provided a viewpoint on how macro risks will affect future growth.


A competitive analysis was also conducted to understand the Target’s value proposition and impending risks, including solutions/opportunities to mitigate competitive pressure.


A Deeper Look into the Market


Stax assessment allowed the PE firm to understand the market size and runway for additional adoption in the managed services sector


By highlighting the Target’s strengths and opportunities, the Client was able to make an informed investment decision.


Read More

Featured by Roofing Contractor: Tariffs, Talent and Tech — The New Rules of Roofing Consolidation
August 29, 2025
Tyler Veit was recently featured by "Roofing Contractor" to discuss the growing role of private equity in the roofing market, as well as the factors driving this interest. Click here to learn more.
Stax Provides Sell-side Support to Innovative Systems on its Acquisition by GTCR​
August 28, 2025
Stax congratulates Innovative Systems, a leading platform of mission-critical enterprise software and a portfolio company of Alpine Investors, on its acquisition by GTCR. Read more.
Stax Advises Peak Rock Capital and PortCo Tapco on its Acquisition of Logix ITS
August 26, 2025
Stax supported Peak Rock Capital's PortCo, Traffic and Parking Control Co. (Tapco), on its recent acquisition of Logix ITS, a Canadian-based provider of connected traffic solutions. Read more.
Stax Advises Peak Rock Capital on Acquisition of Aegis
August 21, 2025
Stax congratulates Peak Rock Capital on their recent investment in Aegis Industrial Software, a global provider of innovative MES software solutions. Click here to read more.
Stax Advises Transaction of CENTEGIX
August 20, 2025
Stax’s Education & Public Sector practice supported Charlesbank Capital Partners, Gauge Capital, Baird, and Shea & Company on the recent successful transaction of CENTEGIX. Read more.
A Discussion with Tom Puthiyamadam and Jayson Traxler on Grant Thornton’s Acquisition of Stax
August 19, 2025
This article was originally featured by Consulting Magazine and was written by Michael Webb. Read more.
Show More