Business Intelligence Transformation for a Distribution Company
Replacing 100+ legacy reports with real-time business intelligence.
Discuss a Similar Project →Executive Summary
The client relied on more than 100 reports generated from a legacy ERP system, making reporting slow, inconsistent, and heavily dependent on manual effort. STOS implemented an integrated Power BI solution connected to Microsoft Dynamics 365 Business Central, providing role-based dashboards with real-time business insights. The result was a standardised reporting environment that improved visibility and supported faster decision-making across the organisation.
Business Challenge
Different departments relied on more than 100 separate operational reports pulled from the client's legacy ERP system to track sales, inventory, purchasing, and financial performance. Most of these reports had to be manually prepared and distributed, which made it difficult to guarantee everyone was working from the same, current numbers. Management routinely waited on reports before making decisions, while operational teams spent time assembling data instead of analysing it.
Our Approach
- Reviewed existing reporting requirements across departments
- Mapped reports to underlying business processes
- Identified duplicate and overlapping information across reports
- Designed department-specific dashboards
- Connected Power BI directly to Business Central
- Implemented role-based access
- Conducted user training
Solution Delivered
Sales Dashboard
Live visibility into sales performance without waiting for a manually prepared report.
Inventory Dashboard
Real-time stock visibility pulled directly from Business Central.
Purchasing Dashboard
Consolidated purchasing activity in one place instead of separate static reports.
Finance Dashboard
Financial performance reporting refreshed in real time rather than prepared on request.
Executive Dashboard
A single, role-based view for management combining the operational dashboards above.
- Real-time refresh
- Secure, role-based access
- Department-specific KPIs
- Standardised reporting
Business Impact
Replaced 100+ legacy reports
Interactive dashboards reduced the dependency on numerous static reports while providing a more consistent reporting experience.
Improved decision-making
Management gained faster access to operational information without waiting for manually prepared reports.
Reduced reporting effort
Departments spent less time preparing and distributing reports, allowing greater focus on analysis.
"We went from over 100 manual reports to live Power BI dashboards connected straight to Business Central. Decisions that used to wait for a report now happen the same day."
Technologies Used
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