THE CHALLENGE
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Manufacturing reporting lived in one manager’s spreadsheets
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ERP and HR data had never been reported together, so leadership could not compare plants
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KPI definitions differed between finance and manufacturing
WHAT WE DID
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Automated the data feeds into a layered warehouse
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Integrated Epicor Kinetic and Dayforce (HR) and built the manufacturing dashboard on top
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Defined and documented manufacturing KPIs: efficiency, overtime %, cost per pound
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Delivered in seven two-week sprints with a blended team, and set a three-year BI roadmap
THE RESULT
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The report now runs as a company process, with an audit trail
ERP and HR data reported together for the first time
Leadership can compare plants side by side
KPI definitions agreed and documented across finance and manufacturing
ENGAGEMENT
Transformation: warehouse build, ETL, dashboard and KPI framework
STAKEHOLDERS
Head of IT, the internal BI team, senior leadership
TIMELINE
14 weeks, seven two-week sprints
TECHNOLOGY
Epicor Kinetic
Dayforce (HR)
Power BI
Azure Data Factory
SCL Server
dbt
IN THE CLIENT'S WORDS
[Client quote pending approval — Todd. Preferred attribution: CIO or equivalent. The quote should speak to the clarity the assessment gave them and what it let them decide.]
Related Links
ADVISORY
Three weeks to turn an inherited platform into business decisions
Mass catering and logistics business, United States. Newly separated from its European parent.
TRANSFORMATION
One week of manual reporting, cut to one hour
Manufacturer of recycled materials business in North America. Multi-site, growing by acquisition.
MIGRATION
How finance moved to new system and kept its trust in the numbers
Vegetation management and utility infrastructure services contractor, United States. 34,000+ employees.
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