Case Study
Power BI Implementation
- Michael Mazzanti
Construction
INDUSTRY
500
EMPLOYEES
$10M
ANNUAL REVENUE
Background
Our client in the construction and contracting industry was experiencing great difficulty in combining data from their ERP and operational systems to generate the reports and insight needed to operate and improve their business.
Their revenue recognition and cash management is very complex, and data was being collected through email and excel spreadsheets from the field and department heads.
Objective
- Design, build, maintain, and train team on a full suite of financial and operational dashboards.
- Build KPI summary, various pipeline/backlog sales reports, AR/AP reports, job costing, and operational metrics
- 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
- Developed SQL server to collect and organize data
- Built prototype to enable partners to provide feedback and input
- Delivered practical, sustainable, and meaningful dynamic reporting that could be shared in a secure and cost effective manner
- Leveraged Power Automate with distributed forms to collect data from the field without manual intervention
IMPLEMENTED POWER BI DASHBOARD THAT IS VIEWED DOZENS OF TIMES DAILY, PROVIDING ANALYTICAL TRANSFORMATION TO THE BUSINESS.
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