Cedric Yau
Cedric YauStrategist, Digital Marketing
Email: [email protected]
Website: www.cedricyau.com
Accepting New Clients: Yes
Client Size Range: $10MM-$250MM

Enlightening Clients through the Dark Arts of Data

I am a data miner and refiner who loves working with clients to make data easy to gather and understand...in real-time! With over 30 years of collective experience in technology and Wall Street building high performance data systems, my team now brings an unparalleled level of expertise to Main Street. Let us help you create and tell new stories with your data!

Who I Can Help:

Home Services Clients using ServiceTitan. I help clients with reporting needs who have outgrown the Custom Reporting module. Clients with multiple ServiceTitan accounts benefit greatly from automated consolidated reporting.

Who Is Not a Good Fit:

Clients who are not using ServiceTitan for field service management.

What I Do For Clients:

I eliminate the spreadsheet shuffle that goes with manual report generation. By streamlining the ServiceTitan data extraction process and running automated analysis, I create real-time actionable insights for your company.

I am able to:

  • Generate custom interactive reports in visualization tools like Tableau.
  • Build custom reporting websites and tools for dashboards, scorecards, and roll-ups
  • Send scheduled email reports to executives and other key stakeholders.

Success Stories:

I have created consolidated reports for a multi-state HVAC and Plumbing company in the Southwest that load in seconds from our own database. My team has also created a custom Schedule Tool integrated with the ServiceTitan API.