Unified decision support from scattered data for our construction industry client

Unifying fragmented data from various systems and Excel files: Previous reporting was Excel-based and required significant manual effort: data from JDE, the Gate system, accounts receivable, and quotes were available separately, in different structures and varying quality. One of the project's biggest challenges was cleaning these heterogeneous sources, aligning them, and establishing relationships between them to create a reliable, unified data foundation for reporting.

Standardized definition of business concepts, KPIs, and calculation rules: There was no unified interface for reviewing key KPIs, and the mapping of customers, sales representatives, locations, and product categories was inconsistent. Furthermore, a separate set of rules had to be established for classifying new, active, and lost customers, while ensuring consistent comparability of historical data—all while maintaining accuracy at the corporate, location, regional, customer, and sales representative levels.

Developing a scalable long-term solution without a central data warehouse: At the start of the project, there was no central data warehouse, which posed a significant design challenge: the solution had to be built to be both clear and detailed for various business areas with different needs, while also ensuring adequate performance and usability. Another key aspect was successfully transitioning users from Excel-based workflows to self-service Power BI reporting.

Unified, real-time decision support: A transparent, self-service reporting system was created from scattered data sources, supporting both daily operations and management decision-making, replacing the previous manual and time-consuming reporting process.

A scalable foundation for future developments: The developed solution is not a final endpoint but a stable starting point: the parties will continue their collaboration, with plans to fully scale the system and build a more complex data infrastructure.