BI Implementation

Business Intelligence Services & Solutions

Build BI that people can trust and use. We implement Power BI, Tableau and enterprise reporting models, connecting your ERP and CRM data to governed dashboards for management and operational teams.

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ERP and CRMSemantic modelAdoption and support

Common BI reporting challenges

Duplicated reports

Inventory reports and consolidate repeated measures while retaining necessary role-specific views.

Unclear KPI definitions

Use a shared semantic model and an agreed reporting glossary.

Unreliable refreshes

Track source availability, refresh failures and reconciliation exceptions.

Business intelligence implementation capabilities

BI implementation and modernization

Assess the current reporting estate, select an implementation path and migrate reports in manageable releases.

Semantic layers and data models

Define measures, dimensions, relationships and business rules so departments use consistent calculations.

Executive and operational dashboards

Create management summaries and operational drill-downs that support different reporting cadences and decisions.

Self-service business intelligence

Give authorized teams reusable datasets, clear definitions and training to answer questions without rebuilding core logic.

BI security and governance

Apply role-based access, row-level rules, release controls and ownership to protect sensitive reporting data.

ERP and CRM reporting integrations

Connect business records, validate totals and document refresh schedules and dependencies.

Sales and product reporting use cases

Sales pipeline and revenue dashboards

Track pipeline stages, deal movement, conversion and revenue against agreed sales definitions. Give sales and finance teams consistent reporting periods and drill-downs.

Product KPI reporting

Bring product adoption, usage, sales, returns and retention measures into dashboards. Define each KPI and its source so teams can interpret changes consistently.

Salesforce and cross-channel reporting

Connect Salesforce reporting with approved CRM, ecommerce and channel data. Compare channel performance with documented identity mapping and attribution rules.

BI platforms and enterprise integrations

Power BITableauERP and CRM connectorsSQL and semantic modelsMicrosoft and cloud platformsEnterprise identity

Platform choices depend on your existing environment, approved interfaces, licensing and security requirements. We assess these before recommending an implementation.

Business intelligence reporting architecture

01ERP and CRM
02Data preparation
03Semantic model
04Secure BI reports
05Adoption and support

Access controls, validation and monitoring apply across the delivery path. We adapt this architecture to your source systems and reporting requirements.

Relevant enterprise delivery

Explore enterprise projects that connect business systems and reporting. Each case study explains the original implementation scope and results.

QuantusTechnik enterprise reporting

Odoo connects six departments, bringing sales, inventory, finance and service workflows into one enterprise system.

Read the QuantusTechnik case study →

Transworld Logistics integration

An integrated Odoo platform connects logistics workflows and document records for operational visibility and reporting.

Read the Transworld case study →

Our BI implementation process

Assess

Inventory reports, sources, licenses and user roles.

Model

Define measures, dimensions, access rules and refresh needs.

Implement

Build datasets and dashboards against agreed reporting questions.

Reconcile

Compare totals with business systems and obtain user acceptance.

Roll out

Release reports, train teams and monitor refresh and adoption.

A delivery plan your teams can maintain

Business definitions first

Agree reporting questions, measures and ownership before implementation.

Connected engineering

Plan reporting, integration, quality checks and access together.

Documented handover

Provide model definitions, operational notes and user guidance for the agreed scope.

Scope, cost and engagement options

Effort depends on source access, data condition, reporting complexity, security rules and the rollout footprint. Discovery establishes the delivery scope, acceptance criteria and a project estimate.

Start with a scoped assessment, deliver an agreed implementation in phases, or extend your team for ongoing engineering and reporting support. Licensing, hosting and support responsibilities are agreed before delivery.

Business Intelligence Services & Solutions FAQs

Can you modernize an existing Power BI or Tableau setup?

Yes. We review models, refresh performance, access rules and report usage, then prioritize a phased improvement plan.

What is a semantic layer?

It is a shared reporting model that defines measures, dimensions and relationships so reports use consistent business logic.

How do you validate BI reports?

We reconcile agreed totals to source systems, check calculation rules and reporting periods, and test user access and refresh behavior.

How is BI different from the analytics hub?

This service focuses on BI platform implementation, modeling, governance and rollout. Explore our data analytics services for the wider reporting strategy and service portfolio.

Finance reporting use cases

Financial analytics and management dashboards

Provide finance teams with consistent, access-controlled reporting drawn from ERP and related business systems.

Budget, forecast and financial KPI reporting

Bring actuals, budgets, forecasts, variance analysis and cash-flow visibility into governed financial dashboards with documented metric definitions.

Risk and compliance reporting

Build dashboards for exposure, exceptions, reconciliations and reporting completeness, with appropriate data access controls and traceable source calculations.

Discuss your data and reporting priorities

Tell us about your current systems, reporting priorities and delivery constraints. Our team will review the requirements and discuss the next steps.

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