Data & Analytics

Power BI Implementation & Unified Reporting

A Power BI implementation unifying SAP, Salesforce and spreadsheet data into one analytics platform, with standardized dashboards and user training.

Client: CHG Global (World Balance Philippines) Sector: Manufacturing & retail
Project overview

What was implemented

The same client as the SAP HANA engagement. Reporting was assembled by hand from three systems that did not agree with each other. We consolidated them into a single analytics platform with standardized dashboards, so the argument moved from whose number is right to what the number means.

The challenge

Before the project

Data was disconnected across systems, reporting was slow, and visibility across departments was limited. Teams built their own reports in spreadsheets, which meant the same question got different answers depending on who asked it and when. The requirement was to unify reporting and enable real-time analytics without disrupting daily operations.

Our solution

What ITDC delivered

We led a Power BI implementation integrating data from SAP, Salesforce and Excel into a centralized analytics platform, with standardized dashboards, optimized data models and training sessions to support adoption.

Key features

What the system does

Multi-source integration

SAP, Salesforce and spreadsheet sources brought into one platform.

Standardized dashboards

One agreed definition per measure, presented consistently across departments.

Optimised data models

Models built for query performance rather than mirroring source structures.

SKU performance

Product-level performance and markdown analysis.

Location performance

Sales performance by location.

User training

Training sessions run as part of delivery to support adoption.

Technical architecture

How it fits together

A layer-level view. We do not publish hostnames, addresses, credentials, firewall rules or topology detail for systems in production.

Presentation
Executive dashboardsDepartmental reportsSelf-service exploration
Semantic model
Standardized measuresOptimised data models
Integration
SAP extractSalesforce extractSpreadsheet ingestion
Sources
SAPSalesforceExcel
Technology stack

Built with

Microsoft Power BI SAP Salesforce Excel Data modelling
Security & reliability

Controls in the delivered system

High-level controls only. Detailed security design is shared under NDA with the client organization, not published.

Implementation

How it was rolled out

01

Source assessment

The three source systems assessed for structure, quality and refresh constraints.

02

Model build

Data models built and measures standardized with the business.

03

Dashboard delivery

Standardized dashboards delivered by department.

04

Training and adoption

Training sessions run so the platform was used rather than merely delivered.

Outcomes

What came of it

Each outcome carries the label that describes what kind of claim it is. We never present a target as a measured result — see our claims policy.

Measured Result
Three sources unified

SAP, Salesforce and Excel data consolidated into one analytics platform.

Measured Result
SKU and location reporting

Product-level performance, markdown and location sales analysis available from one place.

Measured Result
Delivered without operational disruption

Integration was read-only and refreshes scheduled so daily operations were unaffected.

Let's talk

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