Connect your ERP to Power BI and unlock real-time insights. Automate reporting across sales, finance, and operations with a single source of truth.
Your ERP holds your most valuable business data. Every sale, every purchase, every inventory movement, every customer interaction—it's all there. But getting it out in a form that supports decision-making is a different story.
Most businesses rely on static reports, brittle exports, or IT-run queries. By the time the data reaches decision-makers, it's stale. Worse, different departments pull different numbers from the same system—and no one knows which version to trust.
Digital Adaption fixes this by building a direct pipeline from your ERP to Power BI. Automated refresh, self-service dashboards, and trusted metrics that let your team explore data independently without waiting for IT.
ERP data is complex. These challenges show up in every implementation.
Orders, invoices, and transactions have header-level data (customer, dates, totals) and line-level data (products, quantities, prices). Reporting across both levels requires careful data modelling.
An order might be quoted, confirmed, picked, packed, shipped, or invoiced. Each status means something different for reporting—and filtering on the wrong one gives misleading figures.
Order date, ship date, delivery date, invoice date, due date. Which one matters for your KPIs? Using the wrong date breaks time-based comparisons and fiscal reporting.
Missing product codes, inconsistent customer names, duplicate records, cancelled transactions not marked as such. ERP data is messy—and dashboards amplify the mess if it's not cleaned.
A proven pipeline that turns raw ERP data into trusted analytics.
Connect to your ERP via API, SQL, or flat files. Pull header and line tables, master data, and transaction history.
Load raw data into a staging layer. Clean inconsistencies, handle missing values, and standardise formats.
Build star-schema models with proper relationships. Create date tables with fiscal calendars. Derive business logic.
Reconcile against ERP reports. Test edge cases. Verify that dashboard totals match source systems.
Document measures and logic. Train users. Set up automated refresh and error monitoring.
The metrics that matter for operations, finance, and customer service.
Open orders by age, customer, and product team. Capacity vs. demand. Bottleneck identification. Trends that show whether backlog is growing or shrinking.
On-Time In-Full delivery rates. Service level agreement compliance. Customer promise date vs. actual ship date. Root cause analysis for late deliveries.
Stock turns by product category. Slow-moving inventory identification. Obsolete stock value. Reorder point compliance and stockout frequency.
Supplier lead times and variability. Production cycle times. Order-to-cash duration. Trends that reveal process improvements or degradation.
Revenue by fiscal period, YTD, and fiscal year comparisons. Cost centre analysis. Budget vs. actual with drill-through to underlying transactions.
Every ERP is different. Sage 200 doesn't look like SAP Business One. Xero is structured differently from Microsoft Dynamics. But the underlying challenges are the same: complex data structures, business logic buried in transaction tables, and reporting that doesn't match how the business actually works.
I work with whatever system you have. The focus isn't on the software—it's on getting your data out in a form that supports the decisions you need to make. That means proper modelling, fiscal-aware calculations, and dashboards designed around your workflows.
Most ERP reporting problems stem from the same structural issues. I can audit your current setup, identify quick wins, and give you a roadmap to trusted analytics.
Book an ERP Reporting Review