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Platform Modernization

Reporting That Works Mid-ERP-Migration for a Materials Distributor

Client: Multi-site textile and industrial materials distributor

Situation

A distributor was midway through moving off a legacy AS/400 system onto a cloud ERP. History sat in the old system, current transactions in the new one, and nothing reported across both. Every question about sales, inventory value, or late orders was answered by someone pulling it by hand.

Task

Stand up reporting the business can trust on the new ERP now, without waiting for the migration to finish, and leave it in their own tenant rather than a consultant's.

Action

Built the semantic models and published live, hourly-refreshing reports into the client's own Power BI workspace: sales, inventory, and open back orders. Several figures the team had written off as not computable turned out to be computable once the model was built against the right tables, including inventory value, markdown exposure, and the raw-versus-finished-goods split. Delivered a plain-language guidebook so their own people can run and extend the reports.

Results

Transformation

Before: Two ERPs, no reporting across either

A live migration left history in the legacy system and current activity in the new one, with no model spanning them and no self-serve reporting on either.

  • Every question answered by a manual pull
  • Inventory value and markdown exposure believed not computable
  • No reporting layer on the new ERP
  • Nothing the client's own team could maintain

After: Live reports the client owns

Semantic models and three published reports on hourly refresh, in the client's own workspace, documented well enough for their team to extend without help.

  • Sales, inventory, and back-order reporting on live models
  • Inventory value, markdowns, and goods-type split all computed
  • Reports published to the client's tenant, not a vendor's
  • 28-page guidebook covering how to run and change them

Key Metrics

Reporting

Manual pulls
Live hourly models

Inventory value

Believed not computable
Reported

Ownership

None
Client's own workspace

Key metrics

Live reports delivered

3

Guidebook pages

28

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