Visualize margin trends by category, time, and region.
Power BI, Excel
Basic P&L Reports
4x–7x
General business teams seeking reporting, automation, or integration.
Smart routing and tracking of work orders.
Power Apps, Power Automate
Paper Work Orders
5x–9x
Centralize time logic using calculation groups.
Tabular Editor 3
Repeating Measures
4x–6x
Auto-generate weekly status summaries from data.
Office Scripts, Power Automate
Manual Slide Decks
Evaluate vendor performance by accuracy, delivery, cost.
No Supplier Metrics
5x–8x
Create a basic, clean dashboard from structured data.
Power BI, Power Query
Static Excel Reports, PDF Snapshots
Organizations starting fresh with defined data sources and KPIs.
Visualize and compare shift performance in real time.
Power BI, SharePoint
Whiteboard Logs
Verify BI compatibility and design a data architecture plan.
Power BI, SQL, API
Disconnected Spreadsheets
3x–6x
Teams unsure if their current stack supports BI.
Enable business teams to explore data with guardrails.
IT-Owned Reporting
