Power BI Dashboards for a Leading Electrical Equipment Manufacturer

Delivered Reports for Finance, Sales, and Operations, Enhancing Visibility and Insights

Challenge

The client had basic Power BI knowledge and was using reports that primarily functioned as data repositories. This presented an opportunity to refine their reporting approach and fully harness Power BI's analytical capabilities. Existing reports lacked documentation, best practices, and effective visual elements, making it difficult to extract insights. They needed more complex reports, improved data visualization, and clearer end-user communication. Additionally, unclear requirements and strict permissions with geographical data restrictions further complicated reporting and analysis.

Solution

The client chose IT Convergence for our deep expertise in both Oracle EBS, their data source, and Power BI. Our certified experts collaborated closely with multiple departments and stakeholders to define clear requirements and ensure effective communication. We guided the client through the entire report lifecycle, from requirement gathering to post-delivery support, including UI/UX, maintenance, and training. New dashboards were developed across finance, sales, and operations, despite data availability being the biggest challenge during implementation.

Results

  • Streamlined access to reports with improved data availability and user experience.
  • Enhanced visibility into finance, sales, and order management processes.
  • More accurate sales forecasting to guide future actions and decision-making.
  • Reduced effort and costs through better visibility and process automation.
Company Overview

The client is a global technology, software, and engineering company that provides solutions for industrial, commercial, and consumer markets. They manufacture electrical equipment, such as valves, actuators, regulators, motors, compressors, and control systems, and provide software and engineering services for a variety of applications.

Employees

86700

Applications & Technologies