Client Background
AutoMax Group is a well-known importer and distributor of automotive supplies, specializing in oils and lubricants for various vehicles, including cars, trucks, and machinery. They are the authorized macro distributor of Shell oils in the Czech Republic and Slovakia.
Challenges
AutoMax primarily relied on Excel for reporting, even though they had an on-prem SQL warehouse with multiple datamarts. Business stakeholders connected Excel directly to the datamart tables. This approach was inefficient, leading to frequent freezing and slow performance. Additionally, reports were often duplicated and inconsistent, affecting the accuracy and efficiency of business analysis. To address this, we optimized the data model at the Power BI level, improving performance and reliability.
Objectives
The objectives were to reduce redundant data and provide a single source of truth. We aimed to create attractive visual data representations, including interactive reports with predefined filters and bookmarks, as well as measures with standardized naming conventions. Additionally, we provided training to ensure efficient use of the platform.
Our Solution
We created a customized sales and profit report and assisted AutoMax with setting company-wide user rights. The report covered various categories, including customer information, products, supplier details, dealer information, time periods, and sales figures. We also trained AutoMax employees on how to effectively use the report.
At a Glance
We implemented Power BI for AutoMax, providing a unified data source and customized sales report. This improved decision-making with accurate, visually appealing insights into sales, profit margins, and overall performance.
