Post ERP go-live reporting rescue is for SMEs whose ERP is live but the reports no longer reconcile. Digital Adaption traces the problem through source tables, definitions, Power BI models, finance checks and ownership gaps so the business can trust the numbers again.
Post ERP go-live reporting rescue is for SMEs whose ERP is live but the reports no longer reconcile. Digital Adaption traces the problem through source tables, definitions, Power BI models, finance checks and ownership gaps so the business can trust the numbers again.
For SMEs whose ERP is live but Power BI, finance packs and operational reports no longer reconcile. The work starts with source data, definitions and validation, not another dashboard redesign.
A successful ERP go-live can still leave the business without trusted reporting. The old extracts disappear, the new data model changes field meanings, and finance, operations and Power BI start telling different stories.
That problem is rarely solved by making a prettier dashboard. It needs a source-to-report review: where the number comes from, which definition is being used, how it reconciles, who owns it, and what changed during implementation.
Digital Adaption rebuilds reporting trust by tracing the issue from ERP source data through Power BI models, finance checks and operational definitions, then fixing the reports the business actually depends on.
A short, evidence-led sprint for the report the business argues about most after ERP go-live.
Choose the KPI, report or pack that no longer reconciles and trace it back to source data and definitions.
Clarify dates, statuses, exclusions, fiscal logic and ownership so finance and operations agree what the number means.
Leave behind reconciliation checks, owner notes and a repair backlog for reporting and data fixes.
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The same problems show up again and again after ERP cutover.
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 short, evidence-led route from disputed number to trusted report.
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.
1Open orders by age, customer, and product team. Capacity vs. demand. Bottleneck identification. Trends that show whether backlog is growing or shrinking.
2On-Time In-Full delivery rates. Service level agreement compliance. Customer promise date vs. actual ship date. Root cause analysis for late deliveries.
3Stock turns by product category. Slow-moving inventory identification. Obsolete stock value. Reorder point compliance and stockout frequency.
4Supplier lead times and variability. Production cycle times. Order-to-cash duration. Trends that reveal process improvements or degradation.
5Revenue 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.
If your ERP reports feed Power BI, three checks are worth doing early: confirm the fiscal year calendar in Power BI matches the finance calendar, make sure fiscal YTD measures reset on the right year-end date, and verify Power BI month sorting is numeric rather than alphabetical.
Start with the board pack, stock view, backlog report or Power BI model the business no longer trusts. I will help trace why it does not reconcile and what needs fixing first.
Book a Reporting Rescue Call Start with a 30-minute data risk call