Step 01
Discover
Clarify the decisions, owners, sources, constraints, and success measures.
Industries
Every sector already runs on CRM, ERP, and operational tools. We connect those systems, fix the reporting challenges they create, and deliver Power BI dashboards leaders can trust.
Open a page to see the systems we connect, the reporting friction we remove, and the Power BI dashboards we deliver.
Plant OEE and quality reporting from MES + ERP—without the night-shift Excel merge: connect ERP, MES, quality, maintenance, and inventory systems so leaders manage OEE, quality, cost, and on-time delivery.
Bed census, ED throughput, and claims—on shared encounter keys: connect EHR, scheduling, claims, workforce, and finance systems so leaders manage access, quality, capacity, and financial stewardship.
Job cost, WIP, and schedule risk from Procore and ERP—one project grain: connect project controls, job-cost accounting, estimating, payroll, and procurement so leaders manage project margin, schedule, risk, and resource use.
Store margin and sell-through—POS, web, and inventory on one SKU day grain: connect POS, ecommerce, ERP inventory, merchandising, and loyalty CRM so leaders manage sales, margin, availability, and customer demand.
Power BI for Logistics: Dashboards, Analytics & Implementation: connect TMS, WMS, telematics, ERP, and customer-service CRM so leaders manage OTIF, freight spend, dwell, and lane cost.
Utilization, WIP, and delivery margin from PSA + CRM—one staff-week grain: connect PSA, CRM, timekeeping, accounting ERP, and resource planning so leaders manage utilization, delivery margin, pipeline, and client health.
Flash P&L and cash from GL + AR/AP—definitions finance will sign: connect GL/ERP, FP&A planning, AP/AR, payroll, and operational systems so leaders manage profitability, cash, forecast accuracy, and controls.
Loss ratio and claims cycle time from policy + claims systems: connect policy admin, claims, distribution CRM, finance, and actuarial systems so leaders manage underwriting performance, claims outcomes, and distribution insight.
Enrollment funnel and retention risk from SIS + LMS + CRM: connect SIS, LMS, admissions CRM, finance ERP, and HR systems so leaders manage student success, enrollment, capacity, and financial planning.
RevPAR, occupancy, and F&B margin from PMS + POS—by property night: connect PMS, POS, booking channels, labor systems, and finance/CRM so leaders manage occupancy, guest experience, labor, and profitability.
Service RO throughput and parts fill from the DMS—by rooftop: connect DMS, CRM, parts/service, warranty, and finance systems so leaders manage sales, service absorption, inventory, and warranty performance.
Earned value and design workload from project ERP + time + PLM: connect project ERP, time, PLM/document control, resource planning, and CRM so leaders manage project delivery, utilization, risk, and design quality.
Fill rate and customer margin from ERP + WMS—by DC and ship-to: connect ERP, WMS, CRM, purchasing, and B2B ecommerce so leaders manage margin, inventory availability, supplier performance, and cash.
NOI, occupancy, and collections from PMS + leasing + GL: connect property management, leasing CRM, accounting, and maintenance systems so leaders manage asset performance, leasing, portfolio risk, and cash flow.
Realization vs collection and matter margin from PMS + finance: connect practice management, time/billing, CRM, and finance systems so leaders manage matter profitability, utilization, collections, and client service.
Delivery process
Every engagement follows the same rhythm: discover the decision, design the model, build the reports, and adopt with ownership.
Step 01
Clarify the decisions, owners, sources, constraints, and success measures.
Step 02
Define KPIs, model structure, security, refresh, and the first release scope.
Step 03
Develop transformations, measures, and dashboards in short review cycles.
Step 04
Validate, train, document ownership, and leave a maintainable improvement path.
Related pages that deepen the same subject—services, industries, integrations, and proof.
Why teams trust Power BI Analytics
Power BI Analytics combines Power BI craft with business process discipline—so leaders get numbers they can act on.
14
Years building software & automation
What to expect in an engagement
Book a free consultation to discuss your Power BI priorities, data landscape, and a practical first release.