Modernizing Analytics Reporting for a Leading Distribution & Retail Enterprise

HVACR Distribution & Retail

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.

Lancaster Airport Authority
Industry: Goverment
About LANCASTER AIRPORT AUTHORITY

Lancaster Airport (LNS) is a public-use airport located four miles (6 km) north of the central business district of Lancaster, a city in Lancaster County, Pennsylvania. Lancaster Airport is a general aviation airport and offers various services, including fuel, maintenance, and aircraft rental. It also hosts several aviation-related businesses, such as flight schools, aircraft sales, and aviation consulting. The Lancaster Airport Authority manages the airport and is responsible for its operation and development. The Lancaster Airport Authority is a governmental entity created by Lancaster County in 1961 to develop and operate the airport.

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. Key challenges included:

  • Migrating from legacy reports to an advanced Power BI ecosystem
  • Optimizing queries on on-prem SQL databases for performance
  • Addressing data inconsistencies and modeling issues
  • Building intuitive dashboards for different user types
  • Managing scheduled refreshes via Power BI Gateway

Our Solution

OnPoint Insights delivered a modernized Power BI reporting ecosystem tailored to the client’s operational and business review needs. Key solution elements included:

  • Requirements Gathering: Conducted stakeholder workshops to align report objectives with business goals.
  • Data Modeling & Cleansing: Cleaned and transformed SQL data; removed nulls, fixed types, and eliminated unnecessary fields.
  • Optimized SQL Views: Built report-specific, high-performance database views to ensure fast loading times.
  • Figma-Based Wireframing: Created interactive wireframes for visual design approval before development began.
  • Dashboard Development: Designed and built five reports covering Sales, Customer Analysis, Product Analysis, Claim backs, and Program Insights.
  • Power BI Gateway Setup: Enabled scheduled refreshes for on-premise data, ensuring access to near real-time updates.

Results

  • 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 business expands.
  • High User Satisfaction: Customized visualizations led to high engagement and positive feedback across user groups.
  • Data-Driven Decisions: The Power BI solution became central to performance monitoring, strategic planning, and trend analysis.
  • Security & Compliance: Secure access control and data handling practices ensured compliance with industry standards.

Technologies Used

WordPress

Php

HTML

CSS

Javascript

Bootstrap

Python

Value Delivered To The Customer

  • The seamless UI and interactive homepage facilitated smooth navigation for Lancaster’s customers, resulting in an increased customer conversion rate for the client.
  • The updated design delivered real-time flight status updates, weather reports, and a fully compatible user interface for all devices.
  • A user-friendly content management system that facilitates smooth updates to content.
Conversion Rate Increase
0 %
Improved User Experience
0 %
Performance Increased
0 %
Increased Page Views
0 %

Technologies Used

  • WordPress
  • HTML
  • CSS
  • PHP
  • Python
  • Javascript

SQL Database

Power BI

The Results

  • The seamless UI and interactive homepage facilitated smooth navigation for customers, resulting in an increased customer conversion rate for the client.
  • A user-friendly content management system that facilitates smooth updates to content.
  • The OnPoint Insights team developed an agenda and minutes section that is not only user-friendly on the front end but also backend-friendly for easy updates.
  • The updated design will deliver real-time flight status updates, weather reports, and a fully compatible user interface for all devices.
Conversion Rate Increase
0 %
Increased Page Views
0 %
Performance Increased
0 %
Improved User Experience
0 %

Take Away

This case study showcases how OnPoint Insights Insight assisted a prominent local entity like Lancaster to develop a comprehensive website, aiming to bolster their engagement with the community and establish a compelling online presence.