Analytics Infrastructure to Deliver Customer Insights for a Residential Services Business

April 27, 2023

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

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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

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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

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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.

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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

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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.

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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.

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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.

Find out more

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

Find out more

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.

Find out more

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.

Find out more

Grant Thornton Stax Provides Sell-side Support to Inspectorio on Investment by Apax

Analytics Infrastructure to Deliver Customer Insights for a Residential Services Business