Sectors: Metalworking Industry, Healthcare, Logistics, Transportation and Distribution
Project locations: Portugal
The organizations we worked with needed to migrate from a static reporting system SSRS-SQL Server Reporting Services to a modern solution that enables faster and safer decisions based on reliable data. Another core objective was to ensure transparency in complex rebate calculations and connect day-to-day operations to executive management, overcoming the slowness and errors of previous manual processes.
SIX-FACTOR executed a phased migration to Microsoft Power BI, integrating legacy systems and ensuring rigorous data governance:
Reporting Modernization: Replacing SSRS with interactive dashboards and self-service access for the business.
Hybrid Architecture: Integration with local systems via On-premises Data Gateway and the use of SQL Server / Azure SQL.
Security & Governance: Implementation of Row-Level Security (RLS) aligned with the organizational hierarchy and use of Deployment Pipelines (Dev-Test-Prod) for a controlled lifecycle.
Advanced Calculations: Development of DAX measures for fully auditable rebate calculations, supporting commercial campaigns and pricing conditions.
The impact?
- Analytical Agility: Providing near real-time reports, allowing an immediate response to operational variations.
- Reliable Decisions: Decision-making based on consolidated data and auditable metrics, eliminating the uncertainty of manual processes.
- Operational Efficiency: Reduction of manual errors and freeing up teams’ time for strategic analysis instead of data preparation.
- Access Control: Ensuring that each user profile only accesses data relevant to their role through RLS security.
Download the Case Study – Power BI | Faster and Safer Decisions at the Right Time
