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Limited Reporting Capabilities :
Tally provided basic financial reports, but the client struggled to generate in-depth, custom reports that would allow them to track key metrics, such as profitability by product line or region, without manual intervention.
Time-Consuming Data Export :
The company’s finance team spent hours exporting data from Tally into Excel for further analysis, resulting in inefficiencies and potential human errors in critical reports.
Disconnected Data Sources:
Tally only provided insight into financials, but the client’s manufacturing, sales, and inventory data were scattered in separate systems. This made it difficult for them to create a holistic view of their business performance.
Inconsistent Data Accuracy:
Manual data handling and reporting resulted in frequent errors, which impacted the firm’s ability to forecast inventory needs and manage production schedules effectively.
Slow Decision-Making:
The lack of real-time, actionable insights from Tally delayed decision-making, particularly around inventory levels, sales trends, and financial forecasting.
Our team of Power BI developers worked closely with the client to address these specific challenges by developing a custom Power BI dashboard. The solutions we provided were designed to not only step up Tally’s capabilities but also integrate their other systems for a unified data-driven view.
Holistic Data Connectivity: Our developers connected Power BI with the client’s inventory and sales systems, allowing them to view all business-critical data in a single dashboard. This solution eliminated data silos and created a comprehensive view of their entire operation.
In-Depth Analytical Reports: We designed custom reports that provided deeper insights into key areas such as profitability by product, sales performance across regions, and production efficiency. These reports were easily accessible and customizable for the finance and operations teams.
Automated Data Refreshes: To avoid outdated data and minimize manual intervention, we implemented automated data refresh schedules in Power BI, ensuring that the client had access to the most up-to-date financial and operational information.
Ongoing Training & Support:Our team provided extensive training sessions to ensure that key stakeholders understood how to use the Power BI dashboards effectively. We also offered ongoing support to address any issues and implement further improvements as needed.
Real-time insights enabled the client’s management team to make quick decisions. They could now quickly adjust production schedules, manage inventory, and respond to market demands.
By automating data flow and centralizing reporting, the client saw a 89% reduction in reporting errors, which significantly improved their ability to forecast inventory and manage cash flow.
By using the detailed profitability analysis by product and region, the client identified underperforming product lines, which led to a strategic reallocation of resources. This resulted in an increase in profit margins by ₹17,40,000 lakhs over six months.
The integration of inventory data with Power BI led to a 25% reduction in excess inventory, saving the company ₹10,00,000 in carrying costs within the first quarter after implementation.
They have the experience and agility to understand what’s possible and deliver to our expectations.
