Overview of the Client
Our client is a medical technology company focused on developing and commercializing innovative medical devices to treat complex and challenging cardiovascular conditions. They are more than a decade old in the industry, with a constant focus on improving the medical infrastructure through technology.
Business Challenges and Objectives
- The Team looked to extract the Sales Data from Salesforce and Oracle.
- They also looked to consolidate data from Salesforce and Oracle.
- They also wanted the TekLink Team to build an audit report to identify the differences between Salesforce and BI easily.
The Solution
- Leveraging Azure Data Factory, the Team extracted data from Salesforce and Oracle, transferring it into the SQL Database stage tables.
- Data underwent transformation processes, primarily focusing on currency conversion and implementing business logic, ensuring its readiness for loading into EDW Tables.
- Model views were generated to present a structured data representation, facilitating straightforward analysis.
- The Team crafted the PowerBI Audit Report to enhance data visibility, offering a detailed account of disparities between Salesforce and PowerBI.
Business Outcomes and Benefits
- Enhanced Visibility for Decision-Making:
- Daily sales and order status visibility improves decision-making and resource allocation.
- Timely resolution of past-due orders boosts customer satisfaction and reduces backlogs.
- Comprehensive Sales Tracking and Pricing:
- Accurate sales tracking by month, year, and quarter informs sales forecasting.
- Price-by-part analysis ensures competitive pricing and maximizes profitability.
- Empowered Business Users:
- Key users can independently analyze data.
- Incremental Revenue Growth:
- Incremental revenue analysis guides targeted strategies for additional sales.
- Analyzing price percentage increases optimizes revenue potential.
