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Building a Power BI Suite of Reports and Dashboards to Make Results Visible and Drive Action

Sign Manufacturer

Case Study

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    The client operates multiple manufacturing facilities acquired over the past three decades. With each acquisition, integration efforts focused on operations and ERP alignment, while reporting was left fragmented across sites. The result was a patchwork of data that obscured performance trends, slowing the strategic decision-making process. So, although systems were connected, insights were not. 

    The client engaged Carpedia to develop a suite of reports and dashboards in Power BI to organize data, visualize results, and assess performance across the entire business. The major challenge with this was cleaning and organizing the data to build a dynamic data model that could be used as a single source of truth for all the necessary visuals. Therefore, there was an immediate need to clean up the internal data sources and reporting process. This required a thorough analysis of each data source.

    KPIs Measured

    Data Sources Consolidated

    Reports & Dashboards Developed

    - PRESIDENT
    Carpedia created a comprehensive portfolio of reports for all our sites, bringing visibility to results and variances to promote thoughtful discussion, encourage problem-solving, and help management make informed decisions … to achieve the best outcomes for our business.

    Carpedia built a unified reporting system that provides real-time visibility to results and historical performance, enabling leadership to act quickly and confidently on reliable insights.

    • Ability to monitor KPIs historically and assess performance for all areas of the business
    • Relational data model design to support all reports
    • ERP best practice implementation to maintain data integrity
    • Utilized PowerBI Apps to integrate all reports in one location

    The Results

    Specific results included:
    • Focused on 21 KPIs that drive decision-making across the whole organization
    • Integrated 29 data sources into a single data model
    • Designed and developed 17 tools used to manage the entire end-to-end business
    • Empowered leadership team driven to make strategic management decisions
    • Ownership and accountability to resultsere formed to analyze the expected cost impact of design changes​​

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