The company highlighted multiple challenges in its workflow when we first sat together for a discussion. Here are the key issues we identified:
Lack of Revenue Metrics
The finance team faced challenges tracking monthly revenue and key financial metrics, which made it difficult to produce accurate reports and make informed decisions.
Parts Usage and Inventory Tracking Misses
The procurement and inventory teams lacked a system to track parts usage effectively, monitor multiple versions of parts, and identify unused or ordered items, leading to overstocking, stockouts, and delays.
Expense Tracking Across Departments
The client struggled to monitor and analyze departmental spending without a comprehensive expense matrix, hindering financial oversight and resource allocation.
Our team helped the client efficiently manage their data, streamline processing, and create insightful dashboards. Here’s how we made it happen:
SQL Database Management
Our experts structured the client’s data in a MySQL database with relational tables and schemas. This approach ensured data integrity and made it easy to access for subsequent processes.
ETL Process (Extract, Transform, Load)
Custom Power BI Dashboard Setup
The team imported the processed data into Power BI and built dynamic, interactive dashboards.
These dashboards pictured actionable insights, including key metrics like monthly financial analysis, parts query performance, and operational expense breakdowns.
Database SQL: We wrote SQL queries to filter, aggregate, and organize the client’s data.
ETL in Power BI Dataflows: Minimal data transformations were carried out in Power BI Dataflows after extracting the data.
Integration: The cleaned and transformed data was seamlessly connected to Power BI for real-time visualization.
Dynamic Dashboards: Our team developed user-friendly dashboards that helped the client visualize KPIs and improve business decisions.
Power BI setup across departments has greatly improved the client’s solar energy operations. Financial monitoring is more accurate, supporting better decisions. Parts tracking and inventory management are now streamlined, reducing inefficiencies and ensuring resources are available when needed. Expense tracking has improved, strengthening financial control and resource allocation. Even being associated with a unique industry, these changes have made operations smoother and set the client up for long-term success.
Energy, Utilities & Resources
North America
End to End Project Lifecycle Management
