Industries AMS

Personalizing Account Dashboard and Audit Report using Power BI.

The Power BI tools make Account Dashboard and Audit Reporting reports competent enough to fulfill their primary objectives, highlight the company's logistical process, showcase its accomplishments, and identify areas primed for enhancement.

Introduction- Executive Summary

The meticulous craft of the Account Dashboard report offers a comprehensive overview of the company's landscape. Encompassing crucial elements such as Accounts, Cost of Moves, Total Orders, and pivotal milestones like On-Time Delivery and Pickups. This report also encapsulates the essential facets of the logistical realm.

On the other hand, the Audit Report serves as a highlight for the exceptional cases that need attention. It pinpoints areas demanding change and scrutiny. For instance, if the Actual Weight of a move falls short of the Estimated Weight, it will signal the need for further evaluation through additional surveys before proceeding with an Order. Therefore, this report is a vital tool for precision and refinement in operations.

Customer Size

Our client hosts a worldwide network of almost 500 Atlas Agents in North America and over 800 partners in over 140 countries. Each of the hundreds of Atlas Agents in our network is locally owned, operated, and held to the same high standards for consistent customer satisfaction.

Customer Industry

[Logistics & Moving] -Our client provides a range of moving and logistics services for families, corporate clients, government officials, and the military. They are equipped to move people, products, and assets anywhere globally, ensuring the highest efficiency and unparalleled customer experience.

What products/services were used to deliver the solution
  • Microsoft Power BI
  • SQL
  • Azure Data Factory
Specify any Microsoft products
  • Microsoft Power BI
  • ADF
Detailed description of customer challenges

Gaining comprehensive insights from the logistics company had become an undefeated challenge for the company due to a lack of data centralization amenities. Specifically, inaccessibility to crucial details such as the total number of orders successfully delivered within specific timeframes, whether on a per-period or yearly basis. Additionally, the customers couldn’t access/view/look over the data related to delivery delays, behind-schedule pickups, and the counts of completed and cancelled moves. Furthermore, the current software fails to provide real-time status of products in storage or available and ready to transport. Lastly, there was an absence of information corresponding to the overall transportation and operational costs. As a result, the customer's ability to assess the performance and efficiency of the logistics operations was hindered by the fragmented availability of the information.

A detailed description of our solution
  • Accomplished Data Extraction using an ETL (Extract, Transform, Load) process.
  • Utilized Azure Data Factory to design pipelines that facilitated easy data transfer from the production server to the development server.
  • Retrieved the data within Power BI.
  • Constructed the data model within Power BI.
  • Crafted insightful reports for the customer to enhance their business outcomes.
Detailed description of benefits the customer received from our solution

Utilizing a BI Tool has proven instrumental for our client to obtain comprehensive insights into the company's operations and strategically enhance its business processes. This technology-driven solution has facilitated the acquisition of valuable information but has also enabled the company to implement continuous business improvement measures.

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