Manufacturing & Supply Chain Management Power BI: Minimize Constraints & Maximize Production

• Context: $120M Revenue, ~550 FTEs, 8 locations

• Data: Epicor, Paylocity

• Challenge: Limited, delayed insight into:

• On-time delivery KPIs by day, week, and plant

• Employee-utilization

• Machine production efficiency

• Sales activity & performance

• Operational data from newly acquired

companies

Approach

• Address immediate reporting deficiencies: 42 hours

over 16 business days: 4 KPI and exceptions-based

dashboards highlighting issues with on-time

delivery, refreshed daily.

• Rapid iteration of subsequent reports: 10 hours

per dashboard to deliver remainder of the quoting,

shipments, bookings, and plant variance

dashboards.

• Full deployment took 293 hours of effort at cost of

$60K; 4 BMI resources to develop visualizations on

465K transactions generated by 2 ERP systems.

“The only way to move a

company forward is to keep

the information and

communication flowing.”

- VP, Information Services

Situation

Outcomes

• 28 reports refreshed up to 6 times daily to provide performance insights.

• All reports available by browser/phone/tablet/email.

• Shift to data-driven culture. 3.5 months into BI deployment there are 40 unique users (35 using sales reports and 17

using operations reports).

• Gaps in data exposed, leading to improved compliance on data entry and sales-funnel reporting.