Reports do not reconcile
Power BI, finance exports and ERP reports give different answers because definitions, filters, fiscal logic or source tables changed during implementation.
Reporting rescue after ERP go-live
Post ERP Go-Live Reporting Rescue
Quick answer: This 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.
A system can go live successfully and still leave the business blind. Finance does not trust the board pack. Operations return to spreadsheets. Power BI shows one total, the ERP shows another, and nobody is sure whether the problem is data, logic, refresh timing or the report model. That is a reporting rescue problem, not a dashboard design problem.
Operations went back to spreadsheets
Teams rebuild the old views manually because the new ERP reporting layer does not answer backlog, stock, despatch, OTIF or customer-service questions.
Leadership cannot prove value
The ERP is live, but the expected visibility has not arrived. Savings and service improvements are hard to evidence because reporting trust is missing.
What I check first
Source alignment
Which ERP tables, views, extracts and reports feed each number, and whether the chosen source still matches the business question.
Definitions and filters
Status logic, cancelled transactions, open orders, invoice dates, shipment dates, fiscal periods and site filters that quietly change totals.
Power BI model health
Relationships, date tables, DAX measures, refresh failures, row-level security and hidden assumptions that make the model hard to validate.
Finance reconciliation
Record counts, balances, revenue, margin, stock value and month-end checks against the system of record.
Operational visibility
Backlog, item availability, short shipments, late purchase orders, despatch performance and SLA reporting that teams need every day.
Ownership
Named owners for definitions, source extracts, report sign-off and exception handling so fixes survive beyond one rescue sprint.
Typical outputs
Reporting trust review
A short, evidence-led review showing which reports can be trusted, which cannot, why the numbers differ and what must be fixed first.
Reconciliation plan
A practical checklist for validating Power BI and operational reports against ERP and finance outputs before leadership relies on them again.
Rebuilt critical reports
Focused rebuilds for the reports that matter most: board pack, stock view, backlog, despatch, OTIF, revenue and margin.
Governed handover
Plain-English documentation of definitions, refresh rules, owners and exception checks so your internal team can maintain the reporting layer.
FAQs
Is this only for Infor LN?
No. Infor LN is where the deepest experience sits, but the rescue pattern also applies to other ERPs where source data, reporting definitions and Power BI models no longer line up after go-live.
Can this start if the implementation partner is still involved?
Yes. The work can sit alongside the ERP partner and gives both sides clearer evidence about whether the issue is source data, configuration, extract logic or reporting design.
What should we bring to the first call?
Bring the report that is causing the most pain, the source ERP report it should match, any Power BI model or extract details, and a short explanation of who currently trusts or rejects the number.
ERP live, reports not trusted?
Start with the report the business argues about most. I will help trace why it does not reconcile and what needs fixing first.