Platform Modernization
Reporting on a New ERP for a Multi-Site Manufacturer
Client: Multi-site manufacturer
Situation
A manufacturer was newly on a cloud ERP after moving off a legacy on-premises system. History sat in the old system, current transactions in the new one, and nothing reported across both. Every question about sales, inventory, or late orders was answered by someone pulling it by hand.
Task
Stand up reporting the business can trust on the new ERP, and leave it in their own tenant rather than a consultant's.
Action
Built the semantic models and published reports on a scheduled refresh into the client's own Power BI workspace covering sales, inventory, and open back orders. Delivered a plain-language guidebook so their own people can run and extend the reports.
Results
- Reports running on scheduled-refresh models in the client's own workspace
- A written guidebook so the reports outlive the engagement
Transformation
Before: Two ERPs, no reporting across either
The 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
- No reporting layer on the new ERP
- Nothing the client's own team could maintain
After: Live reports the client owns
Semantic models and published reports on a scheduled refresh, in the client's own workspace, documented well enough for their team to extend without help.
- Sales, inventory, and back-order reporting on scheduled-refresh models
- Reports published to the client's tenant, not a vendor's
- A guidebook covering how to run and change them
Key Metrics
Reporting
Ownership
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