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Development of a Centralized ERP & BI System for Accelerated Data-Driven Decision Making
  1. case
  2. Development of a Centralized ERP & BI System for Accelerated Data-Driven Decision Making

Development of a Centralized ERP & BI System for Accelerated Data-Driven Decision Making

yalantis
Business services
Manufacturing
Finance

Identifying Challenges in Disconnected Data and Slow Business Insights

The organization faces issues such as delayed reporting due to disconnected systems and manual data collection, data silos trapping valuable information, overwhelming unstructured data sources, and overburdened teams lacking self-service data access. These challenges hinder timely decision-making and strategic planning.

About the Client

A mid-sized enterprise seeking to improve operational efficiency through integrated data management and analytics to support strategic growth.

Goals for Implementing an Advanced ERP & BI System

  • Establish a centralized data repository consolidating data from multiple internal systems.
  • Automate data retrieval and processing to enable real-time or near-real-time insights.
  • Visualize accurate, comprehensive operational and HR metrics through interactive dashboards.
  • Eliminate data silos and redundancy by standardizing data definitions and structures.
  • Improve decision-making speed by providing self-service data access for teams.
  • Enhance operational efficiency and resource management through interdepartmental process visibility.
  • Support future scalability including expansion of data coverage and integration with AI and predictive analytics tools.

Core Functional Capabilities for the ERP & BI System

  • Automated data extraction from various internal systems using APIs and database connectors.
  • Data cleansing, shaping, and validation processes utilizing tools similar to Python Pandas and ETL orchestration frameworks like Apache Airflow.
  • A centralized SQL-based data warehouse to store processed data securely and scalably.
  • A data dictionary and metadata repository to ensure consistent data definitions and reduce redundancies.
  • Operational dashboards visualizing key metrics across departments, including HR, project management, and finance.
  • Inter-system data synchronization to ensure instant reflection of updates across all integrated systems.
  • API integrations with communication platforms (e.g., messaging channels, email) for unified operational views.
  • Support for multivariate analysis and discovery of parameter correlations to inform staffing and process optimization.

Preferred Technologies and Architectural Approaches

SQL-based data warehousing (e.g., PostgreSQL or equivalent)
ETL orchestration using Apache Airflow
Data manipulation with Python including Pandas
Data visualization using BI tools similar to Tableau
APIs for integration with external tools and systems

External System Integrations Needed

  • Enterprise resource planning (ERP) systems
  • Project management tools
  • HR management systems
  • Financial software such as QuickBooks or equivalents
  • Communication channels like email, Slack, or similar platforms

Non-Functional System Requirements for Performance and Security

  • System scalability to accommodate growing data volume and user base
  • High data accuracy and consistency with real-time data refresh capabilities
  • Secure data handling with role-based access controls
  • System reliability with automated error detection and pipeline monitoring
  • Fast data retrieval to support self-service analytics with minimal latency

Projected Business Benefits and Strategic Outcomes

The implementation of a centralized ERP & BI system is expected to enable the organization to achieve faster insights (up to 40% faster decision-making), improve operational efficiency, eliminate data silos, and empower teams with self-service analytics. Future scalability will support AI-driven predictions, comprehensive data coverage, and continuous organizational growth.

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