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Medtech group

From Excel to a single Power BI platform: 130+ users, half the manual data handling.

A medtech group with no BI platform: sales, marketing, finance and leadership ran the business from large Excel files and exports reworked by hand.

Healthcare / Medtech
  • Power BI
  • CRM
  • Self-service
  • Automation

Key results

users across sales, marketing, finance and leadership
130+
manual data handling
-50%
data accuracy
+25%
hours of training
80+

Context

A medtech group with no BI platform: sales, marketing, finance and leadership ran the business from large Excel files and exports reworked by hand.

The challenges

  • No BI platform: manual reporting spread across large Excel files and exports.
  • Sales, marketing, finance and leadership each working from their own files.
  • Several versions of the truth, depending on which file you opened.
  • Reports that took a long time to produce.
  • Quality and security requirements aligned with global financial reporting standards.

What we did

Moving beyond Excel: a medtech group's first BI platform

  1. Define the metrics with the business

    Workshops with IT, sales, finance and leadership to agree one definition per metric.

  2. Automate data collection

    Automated extraction, transformation and validation of financial, CRM (Microsoft Dynamics) and market data; automated CRM integration for customer segmentation, the sales pipeline and performance tracking.

  3. Standardize and govern

    Data models shared across every business unit, with data quality, governance and security practices aligned with global financial reporting standards.

  4. Build the dashboards that drive decisions

    Revenue forecasting, pricing strategy analysis, market segmentation and sales coverage in Power BI; weekly and monthly analyses with recommendations to leadership.

  5. Make the business self-sufficient

    80+ hours of training so business users build their own reports, and a SharePoint hub bringing together dashboards, automatic report updates, training resources and a chatbot that guides self-service analytics.

Architecture

From scattered files to a single sourceBefore, every number went through an export, a reworked file and an email. Afterwards, data arrives automatically, validated, in a shared model, all the way to the users.

Before

  1. ERP and CRM exports
    • Pulled by hand
  2. Excel files
    • Reworked by hand
  3. Email
    • Sent manually
  4. Multiple versions
    • Depending on the file

After

  1. Sources
    • CRM
    • Financial data
    • Market data
  2. Extraction and validation
    • Automated
  3. Standardized model
    • Shared across business units
  4. Power BI
    • Forecasting
    • Pricing
    • Segmentation
    • Sales coverage
  5. Self-service hub
    • Dashboards
    • Training
    • Chatbot
  6. 130+ users
    • Sales
    • Marketing
    • Finance
    • Leadership
  • Data quality
  • Governance
  • Security

What changed

Leadership steers from a single, up-to-date source instead of files.

Technologies
  • Power BI
  • Microsoft Dynamics
  • SharePoint
  • DAX
  • Power Query
Format
Building the BI platform, from metric workshops to business adoption.

Contact

Is your reporting still running on Excel?

In two weeks, the assessment tells you what to build first, and in what order.

Book a callStart with an assessment[email protected]

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