The client’s team was looking to automate the time-consuming monthly report creation that was done manually. Additionally, they also needed to address the lack of actionable KPI and reporting standards.
Case study
Enterprise Software Client: Modern Data for All-in-One Reporting
Company
Enterprise Software Client
Industry
Enterprise Software Client
Offering
Modern Data for All-in-One Reporting
Impact
- Accelerated decision-making through report categories
- Enabled real-time reporting from a monthly cycle to 6 times per day
- Ensured data consistency and compliance with security protocols
The challenge
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The solution
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Wimmer Solutions helped centralize the team’s operational data and developed an automated and compliant reporting suite. The reporting suite allowed the team to have automated data refresh cycles, transitioning them from manually pulling data from Microsoft Dynamics 365 into Excel files for creating Power BI reports.
Results
- Accelerated decision-making through report categories
- Enabled real-time reporting from a monthly cycle to 6 times per day
- Ensured data consistency and compliance with security protocols
