Manufacturing, Supply Chain & Logistics

Advanced Analytics

Analytics 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

  • Proactive business decisioning
  • Intuitive insights and predictive analytics
  • Automated, real-time reporting for service, parts, rental, and sales data
  • Performance and financial visibility to management and corporate leadership
  • Accurate and timely data from system of records (Dealer ERP)


  • Lengthy month-end data and insights prep for corporate review
  • Lack visibility into many facets of service, parts, rental, and sales data
  • Manual, time-consuming reporting (Excel Olympics)
  • Not utilizing already available Power BI instance

Solution & Results

  • Delivered cloud-driven access to aggregated analytics dashboards and real-time insights (Microsoft Power BI)
  • Improved processes for proactive vs reactive leadership and business decisioning
  • Up to $1.5-2M annual savings in manual efforts via new, automated reports and dashboards
  • Eliminated 10-15 hours per week, per manager in manual, time-consuming data pull and organization
  • Empowered business-users and corporate leadership to independently access insights
  • Enhanced billing cycle with visibility to detailed financials