A CASE STUDY
TRANSFORMING ROADSIDE OPERATIONS AT SCALE
Engineering a Unified Single Source of Truth via Advanced Data Architecture
Industry
Transportation & Logistics
Domain
Data Engineering & Analytics
Executive Summary
A Leading National Roadside Assistance Provider, a rapidly expanding roadside assistance and towing operations company, manages an exceptionally high volume of service calls across multiple regions. To maintain profitability and ensure efficient service delivery, the organization relies heavily on precision within its operational dispatch systems and financial records.
Trellissoft identified that A Leading National Roadside Assistance Provider was operating with severe visibility gaps caused by a heavily siloed technology stack. By engineering a comprehensive, centralized Enterprise Data Warehouse (EDW) to act as a definitive single source of truth, we eliminated the need for manual heroics, reconciled misaligned systems, and optimized data flow across the enterprise.
100%
Elimination of manual reconciliation heroics
Daily
Automated reporting replacing 1-2 day delays
1
Unified single source of truth established
Client Overview
Prior to the engagement, disconnected platforms—including Towbook, TOPS, AAA partner systems, Paylocity, and Sage—created an environment where data was isolated. This fragmentation made accurate, real-time business intelligence nearly impossible to achieve without extensive and error-prone administrative effort.
A Leading National Roadside Assistance Provider required a robust data infrastructure to support accurate and timely insights, enabling leadership to tightly align rapid dispatch actions with accurate financial realities.
TARGET TECHNOLOGY PROFILE
Azure SQL Dedicated Pool
Pentaho PDI (ETL)
Power BI Dashboards
CORE AI CAPABILITIES
Towbook & TOPS (APIs)
AAA Systems
Paylocity (SFTP)
Sage Accounting
Business Challenge
Prior to the engagement, A Leading National Roadside Assistance Provider confronted a profound operational visibility gap driven by systemic data fragmentation. The modernization program required consolidating heavily fractured data streams to reclaim operational clarity and ensure financial accuracy across continuous transaction flows.
"Navigating complex business rules across disconnected platforms forced staff into unsustainable manual heroics simply to reconcile accounts, verify revenue, and coordinate workforce logistics."
Disconnected Dispatch Systems
Towbook and TOPS operated entirely independently from one another. Simultaneously, AAA service call intake introduced overlapping external data flows, severely limiting unified operational visibility.
Complex Revenue Logic
Intricate audit conditions, lock triggers, and inconsistent timing rules generated persistent inaccuracies in revenue calculations across regions.
Segregated Workforce & Finance
Paylocity employee data was entirely segregated
from operational performance metrics, while the Sage accounting integration functioned strictly as a one-way pipeline without validation.
Severe Reporting Delays
Heavy reliance on manual processing meant leadership lacked timely performance insights, typically experiencing 1–2 days of delay before data could be actioned.
Architecting a Single Source of Truth
To permanently eradicate data fragmentation, Trellissoft engineered a robust, centralized architecture built around an Azure-based Enterprise Data Warehouse (EDW) using an Azure SQL Dedicated Pool.
Implementation Highlights
1
API-Based Integration
Engineered automated extraction from Towbook and TOPS, feeding high-fidelity dispatch data directly into the centralized infrastructure.
2
AAA Data Standardization
Implemented ingestion and standardization of complex AAA partner service call and dispatch data into the unified operational view.
3
Automated Payroll Pipeline
Established a daily SFTP ingestion pipeline for Paylocity to seamlessly align workforce expenses with operational performance.
4
Revenue Transformation Logic
Programmatically applied A Leading National Roadside Assistance Provider’s complex revenue and audit rules via Pentaho PDI, resolving calculation inconsistencies.
5
Automated Financial Posting
Created a rigorous data quality framework for validation prior to posting validated invoice data automatically into Sage.
Unified Data Integration Model
This unified data platform was strictly designed to consolidate fractured data streams, integrating distinct operational, partner, and financial systems through an automated ETL framework.
Operational Extraction
Direct API connectivity consolidated historically separated dispatch silos (Towbook and TOPS) into a single operational data stream.
Partner Integration
External AAA data feeds were ingested and structurally standardized, resolving overlapping flows and reconciliation bottlenecks.
Workforce Alignment
Daily SFTP processing of Paylocity data ended workforce segregation, marrying human resources metrics directly to dispatch performance.
Data Transformation (ETL)
Sophisticated logic developed in Pentaho PDI translated raw data into reliable business metrics, securely handling lock conditions and complex rules.
Financial Automation
A specialized data quality framework validated and logged records before securely automating accurate invoice posting directly to Sage.
Business Intelligence
Integrated pipelines fed clean, actionable data straight to Power BI, empowering leadership with daily reporting and granular drill-down views.
Transformation Results
|
Metric
|
Before Architecture
|
After Deployment
|
|---|---|---|
|
Data Integration
|
Disconnected systems
|
Fully unified platform
|
|
AAA Visibility
|
Limited visibility
|
Fully integrated with dispatch data
|
|
Data Processing
|
Manual & error-prone
|
Automated pipelines
|
|
Reporting Speed
|
1–2 days delay
|
Daily automated reporting
|
|
Revenue Accuracy
|
Inconsistent calculation logic
|
Standardized & reliable
|
|
Payroll Visibility
|
Separate system
|
Integrated with operational data
|
|
Financial Posting
|
Manual effort required
|
Automated Sage integration
|
EXECUTIVE OUTCOME
"By implementing a centralized and automated data platform, A Leading National Roadside Assistance Provider achieved end-to-end visibility across dispatch, AAA integrations, payroll, and financial operations. Manual effort has been significantly reduced, and revenue reporting is consistent and aligned with accounting systems."
This transformation engineered a definitive shift toward data-driven operations and scalable growth. By systematically connecting the enterprise, we resolved the fragmented operational view that previously throttled agility.
Ultimately, A Leading National Roadside Assistance Provider’s leadership is now empowered to rely on daily automated dashboards to proactively manage and optimize their roadside operations, rather than reacting to historical reporting delays.
