Freight-forwarding business. Financial and management reporting is formed manually in MS Excel or through exports from 1C.
Cases
Business analysis. Financial reporting automation
Baseline
Findings
- Time-consuming reporting;
- Each business activity period is represented on separate set of Excel sheets, view of the period info requires switching between the sheets;
- Low frequency of reporting update (monthly);
- Lack of access levels management for reporting;
- Reports available only on demand.
Solution
- Deployed intermediate SQL data base on Customer’s server and set up regulated data export from 1C;
- Developed automatically updated reports in Power BI;
- Distributed access levels to the reports;
- Set up key indicator dashboards;
- Trained employees to work with reporting;
- Developed corresponding instructions.
Outcomes
- Reduced workload in financial department;
- Automated up-to-date reporting;
- Each employee has personal access level to available information;
- Ensured capabilities for analysis using cross-sections, filters and keys.