Optimization of Power Bi architecture and professional support for creating custom reports

Data brings business value, but only with adequate tools 

As a global leader in supplying assembly professionals, Wurth is constantly working to improve sales processes, including through the application of modern technological tools. One such tool is the SalesLeader sales application, produced by Intelisale, which empowers B2B sales with functionalities such as automatic planning and optimization of sales routes, real-time information on order statuses, product recommendations for customers, and many others. 

SalesLeader applications, as well as other key systems such as ERP software, generate important data that Wurth uses for business reporting, analysis and strategic decision making. To simplify these processes and transform data from heterogeneous sources into clear business insights, the company implemented the  Microsoft Power BI alat.  

In order to maximize the capabilities of the Power Bi tool, Wurth relied on a team of Mainstream experts to optimize the system and create custom reports.

Implementation of Power BI tools for data-driven operations 

Wurth has found a partner in the Mainstream to improve existing processes and capacities in the field of analytics and reporting. One of the main goals of our partnership is to explore the different ways in which Power BI can be used to analyze and present data, according to the specific requirements of the business.  

In close cooperation with the client, Mainstream Power Bi consultants identified key challenges and objectives (KPIs) and defined an activity plan that, in addition to improving reporting, implied the establishment of a data-driven approach. Given that data is generated, analyzed and shared at all levels of the company, our experts have established communication with all relevant stakeholders to map their specific needs. 

Challenges and goals 

• PowerBI architecture optimization for faster report generation 
• Creating advanced types of reports for the needs of different users from the sales, procurement, marketing, senior management sectors. 
• Refreshing of your data more frequently 
• Real-time reporting based on existing and new KPIs 
• Using additional PowerBI capabilities, such as the mobile app 
• Applying Data Product Management to create value from data. 

In addition to saving time for reporting employees, the client’s focus is on dynamic adaptation to new analytical needs. 

Dynamic custom visualization

For a clearer view and exploration of the data, our team has optimized the display of information in Power BI and created intuitive to navigate and allow users to “travel” through the data.