
Synergy recently hosted an insightful webinar focused on data analytics and its impact on the HVAC, plumbing, and building automation industries. The session featured contributions from two member companies, each sharing their journey toward becoming more data-driven and proactive in their decision-making processes.
Speakers discussed how implementing a strategic approach to data analytics has enabled them to streamline financial forecasting, reduce manual work, and improve accuracy in project planning. They also emphasized the value of creating a centralized platform for leadership to access and interpret key metrics, ensuring that data is used effectively across departments.
Throughout the webinar, presenters highlighted the importance of combining practical tools like Power BI with clear standard operating procedures (SOPs) for tracking and understanding metrics. This approach not only empowers team members with actionable insights but also fosters a culture of data-backed decision-making.
This session is part of Synergy’s ongoing commitment to member-to-member learning, with plans to bring this group together again to continue sharing insights and strategies. Stay tuned for more opportunities to learn from one another and strengthen data-driven practices across our community!



