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Yi Wei, System Analyst at Southern Botanical, joins the show to discuss her unique role as the “cardiologist” for the heartbeat of her company's operations. She details Southern Botanical's massive shift from a heavy construction division to focusing exclusively on maintenance and how she helped build the bridge between their business and their software. Yi breaks down her approach to transforming raw data into strategy , including the implementation of 30 vital metrics and the creation of “gate checks” to catch simple errors before they snowball into major financial discrepancies. This episode is a masterclass in operational due diligence and proactive leadership.
Join us as we discuss:
[3:40] Conducting “health checks” on your data to protect margins and forecast potential issues
[11:43] Why “second opinions” are critical to confirming new SOPs
]17:07] How worksite audits can be an effective leadership tool
[23:12]The importance of prioritizing personal career growth for your employees
Check out these resources we mentioned during the podcast:
Aspire
You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here.
Know a business that could use a bit of muscle from ServiceTitan? Refer them here!
Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.
Hosted on Ausha. See ausha.co/privacy-policy for more information.
By ServiceTitan4.9
8282 ratings
Yi Wei, System Analyst at Southern Botanical, joins the show to discuss her unique role as the “cardiologist” for the heartbeat of her company's operations. She details Southern Botanical's massive shift from a heavy construction division to focusing exclusively on maintenance and how she helped build the bridge between their business and their software. Yi breaks down her approach to transforming raw data into strategy , including the implementation of 30 vital metrics and the creation of “gate checks” to catch simple errors before they snowball into major financial discrepancies. This episode is a masterclass in operational due diligence and proactive leadership.
Join us as we discuss:
[3:40] Conducting “health checks” on your data to protect margins and forecast potential issues
[11:43] Why “second opinions” are critical to confirming new SOPs
]17:07] How worksite audits can be an effective leadership tool
[23:12]The importance of prioritizing personal career growth for your employees
Check out these resources we mentioned during the podcast:
Aspire
You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here.
Know a business that could use a bit of muscle from ServiceTitan? Refer them here!
Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.
Hosted on Ausha. See ausha.co/privacy-policy for more information.

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