Client: Innovative pest management manufacturing company 

Client's Goals: Needed a customized solution that could track labor and compare it to output and productivity 

Our Team's Approach: Provided customized Power BI reports to automate and streamline the reporting process 

A forward-thinking manufacturing company known for its top-tier pest management solutions needed an efficient way to track inventory and produce timely reports. Before implementing Power BI, employees spent hours each week manually downloading reports from Microsoft Dynamics Great Plains (GP), inputting data into spreadsheets, and merging it with information from other spreadsheets. This process of downloading multiple detailed reports and manually generating inventory reports was time consuming, tedious, and prone to errors. The company turned to Citrin Cooperman to enhance and automate their reporting processes, improving both efficiency and visibility.

Challenges

• The company faced significant challenges with their data management process due to manually entering output data from GP into Excel, leading to inaccurate data and calculation errors.
• As a manufacturer, the client needed a reliable solution to track labor, compare it to output and productivity, and ensure accuracy in employee hours, overtime, holiday pay, and payroll taxes.

Citrin Cooperman's Approach

• Citrin Cooperman developed customized Power BI reports to automate and streamline the reporting process.
• The solution focused on enhancing visibility into both logistics and manufacturing operations.
• Our team provided dynamic dashboards for at-a-glance information and drill-down reports for detailed analysis.

Results

• The company received a solution that streamlined labor, output, and productivity tracking, helping to reduce errors.
• The manufacturer was able to develop logistics and manufacturing reports for comprehensive operational insights.
• Leadership’s decision-making capabilities were enhanced, enabling real-time efficiency tracking and quick access to key metrics and analyses.