Modernizing Finance: Power BI Dashboards to Replace Excel Reporting

Multinational Manufacturing Company
+ 0

New Dashboards

0 %

Time Spent on Creating Excel Files

0

Employees Trained to Maintain & Update Power BI

Challenge

Multinational manufacturing firm aimed to put the accounting and finance department to the next level. The client wanted to leave behind the existing Excel-based reporting for an easier and less time-consuming process. Since accounting was open to new technologies and learning they requested a few Power BI training sessions after the development phase.

Solution

Squery team first consolidated and cleaned all the various data sources (company’s ERP system & various Excel files) while the requirements for the dashboard design were collected and approved by the client. 4 different Power BI dashboards have been implemented as a replacement for the old process. After handing over the new solutions consultants organized training sessions and created training materials to educate the client’s team.

Benefits

The finance & Accounting Team has a powerful reporting system that allows them to explore better insights without having to do manual analysis first. They are also able to maintain the dashboards independently as a result of the training.