Case Studies
Data migration - clean, map, transfer
The client had an old Access database system and wished to move the data to a new more efficient, reliable and faster system. The data was tidied up, mapped to the fields in the new system, with the data then transferred.
Which streets are in my area?
Active in their local community council, the individual was looking to understand which streets and schools were within the council boundaries and which overlapped other council wards to help with planning of local community services.
Ensuring accurate billing to clients
To ensure billing accuracy to clients, a Power BI report was developed which provides details of the time spent per project, the type of activities performed, and highlights any potential discrepancies in recorded time allowing for corrective action to be promptly.
Current versus target status
A Power BI report tracks planned work against actual progress for a variety of projects each week. To keep all staff informed, this data is automatically fed from Power BI into a PowerPoint slideshow which displays the status of work on an office monitor.
Retrofit - Tracking performance metrics
Tasked with improving the energy efficiency of domestic properties, the client requested a Power BI report accessible to both internal and external stakeholders. The report is a valuable tool for monitoring the project’s progress and quantifying the energy saving achieved through the implemented improvements.
Data cleanse new asset hire system
Leveraging their project management skills, the client creates processes designed to optimise asset tracking and billing. New processes and new systems require a settling in period and often result in accidental errors arising. Regular data cleansing of the new system helps spot and correct any anomalies arising.
How quick are suppliers paid?
Bottlenecks in the invoice approval process had resulted in the late payment of invoices. Through moving data to a new system, there is now greater visibility of the workflow if each invoice along with clarity on the number of invoices and the value of the invoices outstanding at each stage.
Inspections - Tracking the status
Tracking the status of inspections, snagging items resolved, and the timely raising of invoices was becoming time consuming. The report provides information to support the transparency of work undertaken, links to supporting photos, and access to invoices raised eliminating the requirement to attach supporting documentation to each invoice raised to the buyer.
Find the off-hire periods
An internal system tracks the dates assets are/will be rented out to third parties. However it was not quite so easy to view the dates the assets were off-hire or the total number off-hire at the same time. To address this, a Power BI report was created to providing a clear view of the on-hire and off-hire periods.
Cashflow position on office monitor
To enhance cashflow transparency, a Power BI report links a company’s upcoming payables (invoices due) with it receivables (invoices raised/to be raised). This information is displayed on a wall mounted monitor in the finance department via a PowerPoint slideshow linked directly to the Power BI report.