Phase-out of Excel reports by a data warehouse for financial and project reports
Brief description
Phase-out of the existing KPI system by individual reports and dashboards which can be created automatically as far as possible according to the target group and user groups. PTA takes over both the analysis of requirements and the technical concept, as well as implementation with the Microsoft BI platform.
Supplement
Creation of two servers with several instances which are used as development, testing and productive environments. Central data storage and automated generation of reports and analyses are the overriding target.
Subject description
The source systems are the company's own settlement system as well as the MS Dynamics CRM system, a web-based time recording tool, a knowledge management system for projects and the accounting system under DATEV. The goal is to extract the data from the various sources and to consolidate it in the company data model. On this basis, relational reporting, an OLAP-based analysis system and dashboards for the various target groups are created with company-wide and project-related key performance indicators (KPIs). The goal is to provide prompt, user group-specific reports and analyses with a high level of automation.