Caterpillar dealers around the world face many of the same challenges in running an optimized business. The top of the list is commonly managing the rental fleet to maximize ROI and profitability. Kelly Tractor Co. was no exception.
In business since 1933, Kelly Tractor provides rentals, leasing, sales, and servicing of all types of construction and industrial equipment to a variety of markets, including land development, water and sewer, housing, agriculture, marinas, and more. The company employs more than 500 people at locations throughout southern Florida, with headquarters in Miami.
With hundreds of employees and more than half a dozen locations, Kelly needed a way to consolidate and analyze data across locations and offer company decision makers in every department a unified picture of company health. They lacked a user-friendly reporting tool that was easily accessible to mid-and upper-level management. Reporting was done primarily by building queries in DBS and Cognos, which required complicated coding that was unfamiliar and out of reach to most people in the business.
“Report building was a trial and error process, and formatting the data into a user-friendly format required hours—if not days or weeks—of our people’s time,” says Katherine Kelly, Sales Operations Manager at Kelly Tractor Co. This meant users were spending more time organizing data and getting it into a workable format than they did analyzing information and making business decisions based off of the data.
In an attempt to gain more control of their valuable data, Kelly adopted Microsoft Dynamics AX in 2010. Kelly Tractor Manager John Willis was introduced to TARGIT's business intelligence and anlytics solution for heavy equipment around the same time by TARGIT partner XAPT. Won over by the platform’s user-friendly reporting capabilities and easily digestible dashboards and analyses, Kelly Tractor had what Willis refers to as a “big bang rollout.” Once AX was in place, the TARGIT rollout immediately followed, with custom cubes built to replace what existed in Cognos.
A migration to in-memory
Today, the company has 81 daily TARGIT users within Kelly Tractor management, with plans to pull even more users into the fold thanks to TARGIT’s new in-memory ETL offering, TARGIT InMemory. Most CAT dealers rely on Atlas to handle their accounting. But now that Kelly Tractor has seen the power and consistency of TARGIT, the company’s goal is to migrate all accounting into TARGIT for more frequent use.