Assessment Results
Reporting
Completed Power BI Dashboards with key metrics to support day-to-day business operations and future growth in 4 weeks
Automation
Eliminated manual reporting and significantly decreased time spent manipulating data for the General Manager and sales staff
Strategy
Outlined effort and plan to build additional reports for operations, finance, and other business areas
The Solution
Automated Power BI Dashboard
We created an automated Power BI Dashboard for a portfolio business, including metrics supporting capacity, sales, and costing departments.
The team was able to connect to multiple different systems to combine and analyze data. Being able to see capacity, sales, and costing at a snapshot has allowed the team to focus on actively improving the business, instead of spending time just trying to get the numbers.
Opportunity Prioritization
We defined the root cause and narrowed in the focus of automation by prioritizing the opportunities by the greatest impact.
The future-state vision outlined the recommended next steps for creating dashboards, which were aligned with the organization’s goals. The team was excited and ready to tackle the next steps, knowing they were agreed upon by the management team.
The AMEND Assessment Process
Assessment Playbook Process
Interviews, systems research, feasibility analysis, Gap to Perfect, and other tools were used to gather information quickly and efficiently to identify the root causes.
Iterative Working & Feedback Cycles for Power BI
For the best results on the Power BI dashboard, we completed works in waves, getting frequent feedback to meet the client's needs and expectations along the way.
Alignment with the Executive Team
Having the executive team engaged in the process and excited about next steps helped to map out the long-term strategy together to ensure it met the needs of the team.
