From ERP to Power BI

Challenge

All information was stored in the ERP: turnover, contract profitability, absenteeism. However, it did not come out in a format that anyone could manage. Anyone who wanted to know something extracted an export and built their own overview in Excel.

As a result, everyone worked with their own version. A regional manager looked at different figures than the management, and the question of whether a contract was profitable took days to answer. By that time, the month was already over.

Solution

One environment, three levels

We made the data from the ERP centrally available and built data models and dashboards on top of it. Management, regional managers, and area managers all see the same model, but each at their own level: from the total organization down to the contract of a single client.

Steering on what is happening now

The dashboards provide insight into turnover, contract contribution, absenteeism, and other operational KPIs, updated daily. Adjustments are made during the month instead of afterwards.

Outstanding invoices visible without searching

Debtors are in the same dashboard. What is outstanding and for how long is directly visible, without anyone having to pull a list first.

What has changed in daily practice

• Analyses and reporting that previously took up almost a full FTE now happen automatically. A 95 percent saving on that time.

• Outstanding invoices are followed up 80 percent faster

• An area manager can see for themselves how their properties are performing, instead of waiting for an overview from the office

• Discussions about which number is correct have disappeared, because everyone works from the same model

Result

For the organization

• 95 percent time savings on analyses and reports, which is almost 1 FTE

• 80 percent faster follow-up of outstanding invoices

• Management, regional managers, and area managers steer based on the same figures, each at their own level

• Adjustments are made during the month instead of afterwards

Technical

• Central Power BI environment with data models based on the ERP data

• Reporting with permissions per organizational level

• One central source of truth for turnover, contract profitability, and absenteeism