Case Study

TerraVest Cuts Reporting Time from 3 Weeks to 30 Minutes with Fabric & Power Platform

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Who They Are

TerraVest Industries is a leading Canadian manufacturer serving niche infrastructure markets. With more than 50 companies under its umbrella, TerraVest produces propane and NH3 transport vehicles, home heating products, energy processing equipment, and fibreglass storage tanks. The company continues to grow rapidly through acquisition, while keeping its subsidiaries decentralized to stay agile.

What They Needed

As TerraVest scaled, leadership needed a way to see enterprise-wide purchasing and supply chain data without forcing subsidiaries onto a single ERP. Reports that took weeks to prepare were slowing decisions, and executives wanted timely, reliable insight to guide growth.

The Roadblock

Each subsidiary ran its own ERP system, from SAP Business One and Epicor to Jeeves and QuickBooks. Gathering data across them was complex and inconsistent, with free-text vendor and item descriptions (sometimes in multiple languages) adding to the challenge. Monthly reporting was taking one director three weeks of manual effort, limiting visibility and making it harder to catch errors or compare performance across businesses.

The Game Plan

Convverge worked closely with TerraVest to design an end-to-end reporting solution that respected autonomy while enabling enterprise insight. The team:

  • Created a Power Apps Master Data Management (MDM) tool so business users—not just IT—could standardize vendors and items directly.
  • Partnered with business stakeholders to map the manual reporting process and mirror it in automated pipelines.
  • Built daily data flows in Microsoft Fabric, harmonizing information across multiple ERPs.
  • Established a governed data warehouse with clear data dictionaries for consistency.
  • Delivered real-time reporting in Power BI, with flexibility for other tools like Excel.

“We went from three weeks of manual reporting to real-time insight, and Convverge built it so we can grow with every acquisition.”

— Jean-François Desbiens, IT Director

What Changed

With reporting pipelines running daily, executives now have a clear, consistent view of purchasing across subsidiaries. Vendor and item data is standardized, making it possible to compare results across companies on equal footing. Subsidiaries themselves quickly adopted the dashboards for operational use, reducing reliance on ERP exports.

How It Measures Up

  • 99% reduction in reporting time (3 weeks → 30 minutes)
  • 50+ companies with unified reporting and growing
  • $2M transaction error detected and corrected
  • Faster than ever to onboard new subsidiaries

The Takeaway

What began as a focused project quickly grew threefold as more stakeholders saw the value. TerraVest now has a modern, scalable reporting foundation that delivers real-time insight today and can expand into new domains like revenue and finance tomorrow. Built to respect decentralized operations while enabling enterprise visibility, the solution will scale with every new acquisition.

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