Business Problem
- Data Fragmentation: Different platforms used separate systems, creating inconsistent reports and making cross-functional decision-making difficult.
- Manual Reporting: Report generation was time-consuming, error-prone, and delayed, affecting timely business decisions.
- Limited Data Visibility: Static reports lacked interactivity, preventing deeper insights into business performance.
Methodology
- Data Assessment: Identified key data sets for integration across departments.
- Data Integration: Used Power BI to pull data from various sources, performing basic data cleaning directly in the platform.
- Report Development: Created interactive dashboards with key metrics like sales trends, expenses, and inventory levels.
- User Training: Provided basic training on using Power BI's features for report navigation and data interpretation.
Technology
- Platforms Used: Power BI, PowerApps, SharePoint
- Data Sources: SharePoint Lists connected to Power BI via PowerApps.
- User Base: 100+ business users across marketing, finance, and brand teams.
Considerations
- User Adoption: Focused on creating an intuitive interface in PowerApps to ensure easy adoption.
- Data Security: Implemented strong security measures to protect sensitive budget data.
- Scalability: Designed the solution to be scalable, supporting future budget categories or departments.
Business Impact:
- Faster Adjustments: Real-time budget updates allowed quicker decision-making, improving agility.
- Increased Collaboration: Enhanced alignment between marketing, finance, and brand teams.
- Budget Accuracy: Real-time input and visualization led to a 15% reduction in budget overruns.
Results & Implementation
- Automated Data Input: Reduced manual errors by 80%, with real-time data input from business users directly into SharePoint.
- Real-Time Budget Dashboards: Enabled users to update and view brand budgets in real time, improving decision-making.
- Improved Efficiency: Streamlined the budgeting process, reducing the time spent on budget adjustments by 25%.