Case Study - Property Management Application

Company Background

Industry: Service 

The Lakehouse Inn & Winery is a boutique resort in Northeast Ohio located along the southern shore of Lake Erie in Geneva-on-the-Lake. The property consists of an eight-room bed and breakfast, four cottages, a full production winery, the Crosswinds Grille restaurant and a Spa.

Business Issue

The Lakehouse Inn & Winery was experiencing year over year growth.

To continue and sustain case study, ERP, data analytics, power bi, microsoft power bi, services industry, business analytics, reporting and analytics, data reporting, business success, cleveland, cleveland business, crainsthis growth, the owner needed better and faster access to data and much better reporting. Their current system, did a good job of running the operations/property, but was not capable of producing the desired information and reports quickly and accurately. Furthermore, there was no easy way to connect all the multiple data sources and departmental information other than traditional cut-n-paste methods. They desperately needed a tool to better analyze sales, reservations, costs, occupancy, food and beverage sales, spa performance and an overall way to better track customer tendencies and employee performance.

Vizion's Solution for Client Success

This project’s success lay in the ability to extract and automate data from their existing ResortSuite ERP software into a highly scalable data warehouse and deploy a customized Business Intelligence and reporting tool. The implementation of our Vizion360® Property Management App allowed Lakehouse management, via the Vizion360 Impact Portal, access to their data through scorecards, dashboards and customizable reports. The App, featuring Microsoft Power BI delivered actionable insights and quickly helped identify guest opportunities, allowing for better insights, sales gains, increased customer satisfaction and insure that the property was running effectively, efficiently and profitably.

  • The new data warehouse, Vizion360® Impact Portal and Microsoft Power BI provided Lakehouse with instant access and visibility into their Property Management System (PMS) data allowing for better management of the operation.
  • Data Automation: Quicker, cleaner and easy to consume. Provided a wide range of data on the property and customers in seconds, not hours or days.
  • Allowed management to effectively monitor the organizations day to day bookings, occupancy, sales and activities through scorecards, dashboards and interactive reports.
  • Decision-makers can analyze data at a moment’s notice without having to understand the technologies that drive the system.
  • By leveraging the information collected, the solution allows them to gain a deeper visibility and understanding of their customer base and plan accordingly to exposed trends.
  • Easily track labor and make more informed decisions on scheduling and labor projections.


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We turn your company-wide data into actionable insights that can take your organization from good to industry leading!


Vizion's Solutions will...

  • Grow the Top Line
  • Improve Profitability
  • Increase Productivity
  • Manage Risk

Vizion Solutions is not just a vendor, we are your full-service BI solutions partner, assisting through all stages of the BI process from exploration to development, deployment, training, ongoing support and ultimately your continued success.

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