Business Intelligence & Dashboards

The problem

Your leadership team makes decisions with data from last week. Reports are built manually in Excel, copying and pasting from the ERP. Each department has its own version of the truth, with numbers that don’t match. And when someone needs a new data point, they have to wait for a technical resource to extract it.

The result is predictable: meetings where people argue about the numbers instead of the decisions. Opportunities spotted too late. Problems that grow in silence because nobody sees them until they explode.

You don’t lack data. Your ERP is full of it. What you lack is a visualization layer that turns it into actionable information, accessible to everyone, in real time.

Our solution

We build Power BI dashboards connected directly to your ERP and other data sources. No manual extractions, no copy-paste, no conflicting versions. An automated data pipeline that feeds interactive panels where every team member can check their KPIs without depending on anyone.

This is not a pretty report. It is a data infrastructure that transforms how your company consumes information. We design each dashboard to answer the questions your team asks every day, not to impress in a presentation.

The goal is for anyone in your organization to answer their own business questions in seconds. No SQL. No tickets. No waiting.

What’s included

Phase 1: Data audit & KPI definition (Week 1-2)

• Data source inventory: ERP, CRM, spreadsheets, external APIs
• Data quality assessment: completeness, consistency, refresh frequency
• Stakeholder workshop to define critical KPIs by department
• Data model design and table relationships
• Specification of priority dashboards

Phase 2: Dashboard design & data pipeline (Week 3-6)

• Automated ETL pipeline build (extract, transform, load)
• Dimensional modeling in Power BI (star schema)
• Interactive dashboard design and development by area:
  • Sales: revenue, margins, pipeline, rep performance
  • Operations: productivity, cycle times, bottlenecks
  • Finance: cash flow, receivables/payables, budget variances
  • Executive: balanced scorecard with consolidated KPIs
• Automated threshold alerts for critical metrics
• Role-based security: each user sees only the data they should

Phase 3: Deployment & training (Week 7-8)

• Publishing to Power BI Service with web and mobile access
• Tailored training by user profile (executives, managers, operations)
• Usage documentation and KPI interpretation guide
• Performance testing and load time optimization

Phase 4: Post-launch optimization (Week 9-12)

• Usage and adoption monitoring by department
• Dashboard adjustments based on real feedback
• Addition of new metrics and data sources identified during use
• Review session with leadership: adoption analysis and next steps

Proven results

In our BI projects:

• Report generation time reduced from hours to seconds
• Over 80% team adoption within the first 4 weeks
• Complete elimination of manual Excel reports for recurring reporting
• Early detection of deviations through automated alerts
• A single source of truth for the entire organization