Kelly Roofing
9930 Channel 30 Dr,
Bonita Springs, 34135, FL,
United States
Bonita Springs, 34135, FL,
United States
1 239-228-3276
Construction and Real Estate
Kelly Roofing Technographics
Kelly Roofing Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Kelly Roofing and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Kelly Roofing employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Kelly Roofing has purchased the following applications: Microsoft Dynamics 365 Business Central for ERP Financial in 2020, Microsoft Dynamics 365 Field Service for Field Service Management in 2020, Microsoft Power BI for Analytics and BI in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Kelly Roofing is running and its propensity to invest more and deepen its relationship with Microsoft , Mouseflow , Amazon Web Services (AWS) or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Kelly Roofing revenues, which have grown to $10.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Kelly Roofing intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Kelly Roofing Tech Stack and Enterprise Applications
Kelly Roofing ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics 365 Business Central | ERP Financial | ERP | HCL Technologies | 2020 | 2021 |
In 2020, Kelly Roofing implemented Microsoft Dynamics 365 Business Central as its ERP Financial backbone. The deployment positioned Microsoft Dynamics 365 Business Central to work alongside Dynamics 365 Sales and Dynamics 365 Field Service, establishing an integrated Microsoft stack to support customer, work order, and financial workflows for the construction business.
Business Central was configured to centralize core financial management and project-aligned accounting processes consistent with construction operations, while low-code extensions handled field data capture and scheduling. The Power Platform was used to extend Business Central functionality, with Power Apps delivering a Job Photo App for mobile crews and Power Automate implementing flows for automated processing, naming, and routing of job photos and status updates.
Architecturally the solution leveraged Microsoft Dataverse for transactional records, SharePoint Online for project document libraries, and Microsoft Teams for operational notifications, creating an end-to-end cloud SaaS integration pattern. The Job Photo App stores photos locally on devices when connectivity is limited and uses Power Automate to upload files to the correct SharePoint project library and to update Dynamics 365 records in Dataverse once online, preserving field workflows and data integrity.
HCLTech served as the systems integrator for the Business Central implementation, while a partner-assisted delivery model accelerated Power Platform builds. The Power Apps solution was developed in a rapid low-code sprint, requiring about 120 development hours and a matter of weeks to roll out to more than 120 crew members, with subsequent iterative additions for scheduling and reporting.
Explicit operational outcomes tied to the integrated solution include a greater than 90 percent reduction in photo processing time, scheduling changes that trimmed crew travel time by one quarter, and a 36 percent drop in customer call-backs, together with qualitative benefits such as restored after-work time for crews and real-time access to job documentation across sales, field, and office functions.
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Kelly Roofing ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics 365 Field Service | Field Service Management | ERP Services and Operations | HCL Technologies | 2020 | 2021 |
In 2020, Kelly Roofing implemented Microsoft Dynamics 365 Field Service as the core Field Service Management platform within a broader Microsoft application stack that included Dynamics 365 Sales and Dynamics 365 Business Central. The deployment targeted field operations, crew scheduling, work order lifecycle management, and customer communications to centralize job records and streamline field-to-office workflows.
The implementation combined a custom canvas Job Photo App built on Power Apps with Microsoft Dynamics 365 Field Service to capture jobsite photos, perform status updates, and present scheduling and reporting to crews on mobile devices. The Job Photo App uses local device storage for offline photo capture, an automated naming convention for images, and Power Automate flows to orchestrate file processing, upload, and record updates. Microsoft Dataverse functions as the transactional datastore for job and work order records, while SharePoint Online serves as the project document and photo repository.
Architecturally the solution is a mobile-first front end, Power Automate orchestration layer, Dataverse transactional tier, and SharePoint document tier, with Microsoft Teams and email used for notifications and customer communications. Microsoft Dynamics 365 Field Service remained the authoritative system for customer and work order management, and status updates initiated in the Power Apps canvas app trigger Power Automate flows that update records in Dataverse and surface links and notifications in Teams and email.
HCLTech acted as the implementation partner, delivering the initial Job Photo App in roughly 120 hours of development and a multi-week rollout to field crews and office staff. Governance and process changes centralized photo management, eliminated manual reconciliation, and replaced paper job tickets with mobile schedules. Reported outcomes from the deployment include a greater than 90 percent reduction in photo processing time, a one quarter reduction in crew travel time through improved scheduling, and a 36 percent drop in customer call-backs, reflecting measurable improvements in field operations and customer communications.
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Kelly Roofing Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2016 | 2018 |
In 2016, Kelly Roofing implemented Microsoft Power BI as an Analytics and BI solution to centralize visualization of operational, sales and project data. The deployment aligned with broader Microsoft investments across the company, including Dynamics 365 and new IoT projects that provide contextual data for reporting. As a 100-employee, family-owned construction and real estate firm in the United States, the effort emphasized accessible analytics and business user empowerment rather than heavy IT-only reporting.
Microsoft Power BI configuration focused on self-service dashboards, shared report catalogs and scheduled reporting to surface field metrics, job progress and customer pipeline information. Functional workstreams included data ingestion and transformation, data modeling to join IoT telemetry with business records, interactive visualizations and role-based access to published reports. These components reflect standard Analytics and BI workflows used to operationalize insights for operations and sales teams.
Integrations were centered in the Microsoft ecosystem with explicit linkage to Dynamics 365 and telemetry inputs from IoT initiatives, enabling consolidated reporting across systems. Governance emphasized democratizing software and analytics, shifting report creation toward business users while retaining centralized control of data models and published content. Leadership described the Microsoft capabilities as enabling broader access to technology and reported qualitative benefits, stating these offerings helped them and are "changing lives" as the company scales in a competitive market.
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Process Mining | Analytics and BI |
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2021 | 2021 |
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Kelly Roofing Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2021 |
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Collaboration | Collaboration |
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2015 | 2015 |
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Kelly Roofing Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Enterprise Content Management | Content Management |
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2020 | 2021 |
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Kelly Roofing CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Sales Automation, Sales Engagement | CRM |
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2021 | 2021 |
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Kelly Roofing PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2020 | 2021 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2021 | 2021 |
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Kelly Roofing IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Kelly Roofing
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Apps Being Evaluated by Kelly Roofing Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Kelly Roofing IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Kelly Roofing digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Kelly Roofing Technographics
Kelly Roofing is a Construction and Real Estate organization based in United States,
with around 100 employees and annual revenues of $10.0 million.
Kelly Roofing operates a diverse technology stack with applications such as
Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 Field Service and Microsoft Power BI,
covering areas like ERP Financial, Field Service Management and Analytics and BI.
Kelly Roofing has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft.
Kelly Roofing recently adopted applications including
Microsoft Power Automate (ex Flow) in 2021, Microsoft Clarity in 2021 and Microsoft Dynamics 365 Sales in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Kelly Roofing’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Kelly Roofing’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Kelly Roofing technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.