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Transforming ERP Reporting with Power BI

Client: OSB Group

The Problem

The business relied heavily on Intact IQ canned ERP reports and Excel Pivot Tables for operational and commercial reporting.
This created several challenges:

  • Limited flexibility — reports could not easily adapt to changing business questions
  • Heavy manual effort to extract, reshape, and combine data in Excel
  • Inconsistent figures across departments due to multiple versions of reports
  • No scalable way to deliver tailored reporting to different stakeholders

As a result, decision-making was slower and confidence in data was reduced.

The Solution

Cre8 Analytics designed and delivered a modern reporting solution using:

  • A centralised Power BI semantic model built directly from Intact IQ data
  • Standardised data transformations to ensure a single version of the truth
  • Interactive Power BI dashboards for real-time analysis
  • Paginated reports for pixel-perfect, operational reporting and distribution
  • Role-based access to ensure users only see relevant data

This replaced fragmented Excel-based processes with a structured, governed analytics layer.

The Outcome

  • 📉 Significant reduction in manual reporting effort
  • ⚡ Faster access to insights — from hours/days to near real-time
  • 📊 Consistent, trusted metrics across the business
  • 📧 Automated distribution of reports to key stakeholders

The Value

The organisation moved from reactive reporting to proactive, data-driven decision making.

Teams now have:

  • Immediate visibility into performance
  • Confidence in the accuracy of their data
  • The ability to explore insights without relying on manual Excel processes

This has enabled better commercial decisions, improved operational efficiency, and a scalable foundation for future analytics.

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