Case Study
Optimizing Operations and KPIs through Power BI: Consolidation + Implementation
- Adam Tauzel
Vehicle Sales + Maintenance
INDUSTRY
200
EMPLOYEES
$160M
ANNUAL REVENUE
Background
Our client utilized massive excel files using data from disparate ERP systems to consolidate financials, prepare board of directors’ presentations, and manage the multiple locations. Consolidation of financials and performing analysis took weeks to manipulate all of the files and make presentable.
Objective
- Design, build, maintain, and train team on a full suite of financial and operational dashboards
- Create consolidated 3 statement financials
- Develop functionality to drill-down to various hierarchies in the company and over user-defined date ranges
- Enhance overall financial and operational visibility
Solution
- Partnered with Executive, IT, and Finance teams to refine existing KPIs and connect to various data sets to publish a simple, actionable set of dashboards
- Consolidated 13 different sets of books from 3 different accounting systems, with the ability add locations
- Delivered functionality to provide financial statements at 4 different levels (state, city, office location, and business unit) in various time ranges
- Utilized APIs and connectors to automate the collection of financial information
Provided management + the board real-time ability to view financial performance of the business.
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