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Automating Finance and Sales Reporting with Live ERP and Power BI Integration

Customer Story AI Automotive Data & Analytics

A multi-location automotive organization needed to upgrade their ERP and turned to BluWave to connect them with an expert data and automation firm to build live data connections that resulted in better up-time, multi-department optimization, and set the foundation for the company to integrate AI into their operations. 

Service Area: System Selection and Implementation, ERP implementation, AI Readiness

Client Type: Portfolio Company

Service Provider Type: ERP Implementation, Data & Analytics

Industry: Automotive

The Need
Manual Reporting Was Costing Finance and Sales Teams Days Each Week

The client's existing ERP offered limited reporting capability, and critical outputs took more than a day each week to prepare manually in Excel. Performance reporting lived largely in Google Sheets, done by hand and prone to error with little audit trail. The result was finance and sales teams spending significant time manually inputting, checking, and investigating discrepancies instead of acting on the numbers.
The BluWave Connection
Connecting to Data Automation and BI Expertise 

BluWave quickly connected the client to a top-performing data and automation consulting firm with deep experience in ERP integration and BI reporting. The selected provider had direct expertise in building live data connections and automated dashboards, and delivering scalable, near-real-time reporting solutions.
The Result
From Manual Spreadsheets to Live, Automated Dashboards 

The team replaced manual reporting with automated tooling, establishing a live ERP connection that refreshes the client's multi-location sales report hourly while cleansing and standardizing raw data. A customized data model now feeds Power BI dashboards that replaced the finance and sales teams' Google Sheets process, and the same foundation is being extended to a new marketing use case evaluating ROI on ad spend.
The Impact
 
  • 3 functional teams now supported, up from one, within 6 months.
  • 1-hour refresh cycle, up from once-daily manual reporting.
  • Step one of the AI readiness roadmap achieved.

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