Modernizing Analytics Reporting for a Leading Distribution & Retail Enterprise
A prominent HVACR distributor with a large network of independently operated stores across North America sought to upgrade its legacy reporting systems.
The goal was to build modern, interactive dashboards that would provide actionable insights across sales, operations, and customer behavior, ultimately empowering store owners and internal teams with self-service analytics.
View LiveHVACR Distribution & Retail
13 Weeks
- Power BI Dashboard Development
- Legacy BI Modernization
- SQL Data Modeling & Cleansing
- Optimized SQL View Development
- Self-Service Analytics Enablement
- Power BI Gateway Setup
- Figma-Based Dashboard Wireframing
- Scheduled Data Refresh Implementation
The Challenge
The client’s existing BI system, built on Phocas and Eclipse, lacked the flexibility and visual clarity needed to support growing data demands. The organization needed a modern reporting ecosystem that could improve performance, simplify access to insights, and support different user groups across sales, operations, and customer analysis.
Legacy Reporting Limitations
The client needed to migrate from legacy reports to an advanced Power BI ecosystem that could support interactive and scalable reporting.
SQL Performance Challenges
Queries on on-prem SQL databases required optimization to improve performance and reduce report loading time.
Data Inconsistencies and Modeling Issues
The existing data required cleansing, transformation, and modeling improvements to deliver accurate and reliable insights.
Scheduled Refresh Management
The client needed a reliable Power BI Gateway setup to manage scheduled refreshes for on-premise data sources.
Dashboard Usability Across User Types
Different user groups needed intuitive dashboards tailored to their specific reporting needs and decision-making workflows.
Our Solution
OnPoint Insights delivered a modernized Power BI reporting ecosystem tailored to the client’s operational and business review needs.
The solution improved reporting performance, dashboard usability, data quality, and access to near real-time insights.
Conducted stakeholder workshops to align report objectives with business goals.
Cleaned and transformed SQL data, removed nulls, fixed data types, and eliminated unnecessary fields.
Built report-specific, high-performance database views to ensure fast loading times.
Created interactive wireframes for visual design approval before development began.
Enabled scheduled refreshes for on-premise data, ensuring access to near real-time updates.
Designed and built five reports covering Sales, Customer Analysis, Product Analysis, Claimbacks, and Program Insights.
Results & Impact
The Power BI reporting ecosystem helped the client improve reporting efficiency, support self-service analytics, and strengthen performance visibility across business functions.
Improved Reporting Efficiency
Reduced report generation time and increased data accuracy.
Empowered Workforce
Users gained hands-on capability to analyze trends, reducing dependency on IT teams.
Scalability
Architecture was designed to accommodate growing data volumes as the business expands.
Security & Compliance
Secure access control and data handling practices ensured compliance with industry standards.
Data-Driven Decisions
The Power BI solution became central to performance monitoring, strategic planning, and trend analysis.
High User Satisfaction
Customized visualizations led to high engagement and positive feedback across user groups.
Explore Other Case Studies
Next Case Study
Enhancing Financial Insights for a Leading Philanthropic Fund
Enhancing Legal Data Insights for Smarter Judiciary Decisions
Empowering Sustainability through Carbon Emission Analytics
Collaborate with us
We're here to answer your questions and help you find the right solution.
"*" indicates required fields