Success StoriesAnalytics Automation for Sales & Service Arm of Global Market Leader in Material Handling Systems
Trusted for 55 years as a full-service manufacturer and distributor assembling in the USA
Business Need
Objectives Driving Transformation
The sales and service division of a global market leader in material handling systems required automated, real-time visibility into service, parts, rental, and sales performance. Leadership sought intuitive dashboards and predictive insights to shift from reactive reporting to proactive business decisioning. Accurate, timely data from the Dealer ERP system was essential to enhance financial transparency, improve billing cycles, and empower both management and corporate leadership with self-service access to trusted insights.
- Deliver automated, real-time reporting across service, parts, rental, and sales
- Improve proactive business decisioning through predictive analytics
- Enhance performance and financial visibility for leadership
- Eliminate manual data aggregation and reporting processes
- Leverage existing Microsoft Power BI investment
- Ensure accurate and timely integration from Dealer ERP systems
Automate real-time sales and service analytics to enable proactive decision-making, improve financial visibility, and eliminate manual reporting inefficiencies.
Challenge
Barriers to Progress
Month-end reporting required extensive manual preparation for corporate reviews, limiting leadership’s ability to respond quickly to performance trends. Visibility into key operational and financial metrics was fragmented across service, parts, rental, and sales functions. Teams relied heavily on spreadsheets – an “Excel Olympics” environment – requiring hours of manual data pulls and manipulation. Despite having Power BI available, the organization had not fully leveraged the platform to automate and centralize reporting.
- Lengthy month-end data preparation cycles
- Limited visibility across core revenue-generating functions
- Manual spreadsheet-based reporting processes
- Underutilized Power BI platform
- Delayed access to accurate, consolidated Dealer ERP data
- Reactive leadership driven by lagging metrics
Solution & Results
What Paradigm Enabled
Paradigm implemented a cloud-driven analytics framework leveraging Microsoft Power BI to deliver aggregated dashboards and real-time performance insights. Automated data pipelines integrated Dealer ERP data, eliminating manual aggregation and accelerating reporting cycles. New standardized dashboards, including automated Time & Labor reporting, provided leadership with immediate financial and operational visibility. The transformation empowered managers and executives to independently access insights, improving billing cycle management and enabling proactive decision-making across business units.
- ~$190K annual savings from automated Time & Labor reporting
- Elimination of 10–15 hours per week per manager in manual reporting tasks
- Real-time, cloud-based dashboards for service, parts, rental, and sales performance
- Improved billing cycle transparency and financial visibility
- Increased leadership agility through proactive, data-driven decisioning
- Full utilization of existing Power BI platform investment
The division now operates with an automated, real-time analytics environment that enhances operational efficiency, strengthens financial oversight, and enables proactive performance management across its sales and service portfolio.
$190,000
Annual savings
15
Hours per week per manager eliminated