FMCG: Migrating Reports to Power BI for Enhanced Efficiency
Services: Data Engineering & Reporting
Business Functions: Finance
Technology: Power BI, Azure
The client’s reporting system was inefficient, requiring over 500 PDF reports
The client’s reporting system was inefficient, requiring over 500 PDF reports and struggling with slow Tableau dashboards and complex data integration. We migrated the reporting process to Power BI, creating a dynamic, self-service system that streamlined data access and visualization.
As a result, the client saved 36,000 work hours per month, delivering faster reports every 4 weeks. With 500 users onboarded within 4 months, the new system improved data analysis, offering clear insights into cashflows, KPIs, and global market data, enhancing overall efficiency.
Challenge
Inefficient Reporting Process
The initial reporting system required the generation of over 500 separate reports in PDF format, which was slow and labor-intensive.
Limited Dashboarding Capabilities
The client initially used Tableau for data visualization and dashboards, but this tool proved to be inefficient, causing slowdowns and complications when collecting data from multiple sources.
Complex Data Integration
Gathering data from various sources and consolidating it into meaningful reports was cumbersome, adding to the operational workload.
Solution
Unified Reporting System
We built a cohesive report system in Power BI, moving away from static PDF and Excel reporting to dynamic, self-service reporting accessible from any device.
Innovative Self-Service Tool
The new Power BI system allowed users to easily access, analyze, and visualize data from multiple sources, significantly improving reporting speed and flexibility.
Consistent Visual Design
High report adoption was achieved by ensuring consistent visual design across all reports, making it easier for users to navigate and understand the data.
Results
Faster Report Delivery
New reports are now delivered to the business every 4 weeks in iterative cycles, significantly improving responsiveness.
Significant Time Savings
The migration to Power BI saved approximately 36,000 work hours per month, drastically reducing manual report generation.
Widespread User Adoption
500 users were successfully onboarded into the new Power BI system within just 4 months.
Enhanced Data Analysis
The solution enabled quicker and clearer data analysis, providing transparent cashflows, KPIs, pricing, costs, and stock exchange data from all global markets in one place.
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