Integrating Data To Present Critical Business KPIs
Building trustworthy, integrated, one truth, suites of financial reports and dashboards for the Retail world can be incredibly challenging as data must often be collated and related from many different applications and data sources. PTR work with clients to pull their data from many different on-premise and cloud server based systems such as Oracle, Dynamics, SAP, SQL Server as well as more personal data sources such as Excel workbooks, to create a central repository of quality, related data from which we build customised, client specific dashboards to assist with timely and well-informed business decisions. Here are some of the key business questions PTR have helped clients to answer by building powerful, integrated and interactive dashboards.
The PTR Solution
With a solution built around SQL Server Data Warehouses, SQL Server Analysis Services and Power BI we have worked with a number of clients to integrate data from a wide variety of current and legacy systems distributed across a mix of on-premise and cloud data sources. Every client’s financial reporting needs are different and we enter every project with an open mind and a determination to find the best fit solution.
- We assess the reporting and analysis requirements by holding enagement sessions with key business representatives and stakeholders
- We identify where data will need to come from to satisfy the reporting and analysis requirements
- We assess the expected volumes of data and refresh and latency requirements
- We recommend a solution architecture to suit the client technical, business and budget needs
- We build tailored reports and dashboards to the client’s exact needs
- We create customised KPIs that are key to the client’s business
The Challenges We Help You Overcome
Supply Chain Reporting and Analysis is more than just a Stock Analysis or Sales Demand report. In order to be equipped to make the best decisions for your business you need key performance metrics at your fingertips. PTR will help you to turn you business data into powerful Dashboards presenting KPIs in an impactful and insighful way, enabling you to spend more time using them than building them.
- Getting the stakeholders on side
- Engaging with the business users
- Understanding the business requirements
- Understanding Supply Chain data and designing relevant and insightful dashboards
- Identifying where all the source data currently comes from
- Working with multiple business applications
- Cleansing and transforming poor quality data ready for reporting
- Relating data from different systems – sales and purchase ordering systems, warehouse inventory systems, forecasting systems
- Integrating modern and legacy application data
- Building a trustworthy, quality master data source
- Building complex business logic and calculations into a central resource for reporting and analysis
- Creating a central “One Truth” resource for all reporting and analysis requirements