Client names withheld under NDA. Sectors, systems and outcomes are real, and we are happy to walk you through any of them on a call.
Four legal entities in D365 Finance, each with its own chart of accounts, consolidated in a spreadsheet every month. We built a single Power BI semantic model with a mapped reporting chart of accounts, intercompany elimination, and drill-through from group figure to source transaction.
Receivables, payables and credit limits sat in NetSuite and reached sales as a weekly extract. Orders were released against credit already consumed. Now ageing, utilisation and collection priority refresh daily with threshold alerts.
Years of ad-hoc Power BI development left dozens of reports, several versions of the same metric, and no owner for any of them. We agreed one definition per core metric with the partners and rebuilt on Fabric with row-level security by service line.
A packaging manufacturer pulled production, inventory and sales out of three systems into Excel each week. We built automated ingestion from all three, then a Power BI layer covering yield, machine utilisation, inventory cover and order fulfilment.
Moving from a legacy ERP to Business Central. The risk was going blind on sales and stock reporting through parallel run. We mapped every legacy report to the new structure, built reconciliation dashboards across both systems, and cut over on the same day.
We will walk you through the architecture, what went wrong along the way, and what we would do differently.
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