A client approached us with a challenge: streamlining a weekly report that required six hours of manual effort, pulling data from sixteen different URLs and entering it into a multi-page spreadsheet. Within two weeks, the process was transformed by migrating the report to Power BI, automating data pulls from external sources, and eliminating all manual inputs. The result? The report cadence was upgraded to daily, and the automation now takes just ten minutes to run, saving significant time and reducing errors.
One client faced a challenge: they needed a single summary report to track revenue, ad spend, and sales across their products. While they had access to multiple reports, none provided a unified view of the metrics they needed, nor did they allow for filtering to answer specific business questions. A comprehensive report was quickly developed that not only consolidated all key metrics but also included trend lines, year-over-year comparisons, and AI-based projections. This solution provided the company with actionable insights and a clearer understanding of their business performance.
As Power BI reports began to gain traction for a company, their ease of use and cost-effectiveness became undeniable. The company decided to transition all corporate reporting to Power BI, a move that required upskilling employees across departments and creating centralized dataflows and datasets for seamless access. To support this transition, a dedicated Teams channel was established, offering resources like common formulas, themes, and links to instructional videos and forums. Additionally, a monthly 'show and tell' session was introduced, allowing teams to share their Power BI projects, ask questions, and draw inspiration from one another.
The switch to Power BI delivered significant cost savings, not only through lower licensing fees compared to the previous platform but also by reducing the need for multiple Salesforce licenses. By integrating Salesforce data into Power BI reports, employees who previously relied on Salesforce solely for reporting could now access the insights they needed without additional software, streamlining processes and cutting costs further.
When a vendor announced the discontinuation of a module critical to a company's finance department's billing processes, the company faced a significant challenge. The affected product line included multiple apps with diverse subscription lengths, and calculating deferred revenue and monthly recognized revenue for approximately 60,000 subscriptions—each in various stages of trial, purchase, or churn—required meticulous individual analysis. This process also needed to align accounting data with app-specific metrics.
A comprehensive Power BI report was created to meet finance's needs. The solution streamlined the calculations and provided finance with accurate, real-time insights. After implementation, the head of the division noted that if they had known Power BI could handle such a task earlier, they could have saved over $50,000 annually. This project not only resolved an immediate need but also highlighted the untapped potential of Power BI for the organization.
One of the most significant projects undertaken involved analyzing several hundred thousand SKUs from two different SAP systems to identify products suitable for transitioning from the wholesale side of the business to a private label brand. This required tracking key metrics such as sales, profit margins, and market share to determine which products best aligned with the needs of various brands and channels. Once products were selected and manufacturing began, they were integrated into a marketing and sales report to monitor progress against product goals.
Prior to this initiative, the division lacked dedicated analytical support, relying solely on a large spreadsheet managed by the division manager. The introduction of data-driven reporting and analysis transformed their decision-making process. As a result, the division’s sales doubled within two years, surpassing $160 million in revenue. This project not only streamlined operations but also demonstrated the transformative power of data-driven insights in driving business growth.