In 2018, a Packaging and Filling Company based in Saudi Arabia recognized the need to enhance its financial operations to support rapid growth and expansion. Specializing in the packaging and filling of consumer goods, the company sought to streamline its financial processes, improve accuracy, and gain deeper insights into its financial health. To achieve these objectives, the company partnered with Business Keep to implement a powerful financial technology transformation centered around Power BI.
Leading Packaging and Filling Company
Empowering Financial Teams with Power BI and Dynamics 365
Riyadh , Kingdom of Saudi Arabia
Business Keep’s approach was carefully structured to ensure the successful integration of Power BI with the company’s existing financial software and to address the specific financial needs of the organization:
1- Initial Assessment:
We began with a thorough assessment of the company’s existing financial software, which included Microsoft Dynamics 365 Finance, a widely used solution in Saudi Arabia for managing financial operations. This assessment identified key data sources and integration points for Power BI.
2- Custom Integration:
Power BI was integrated with Microsoft Dynamics 365 Finance to enable seamless data flow. This involved connecting Power BI to Dynamics 365 via built-in connectors, ensuring that financial data could be pulled into Power BI in real-time. The integration process also included setting up data pipelines to automate the transfer of financial data into Power BI, eliminating the need for manual data entry and reducing the risk of errors.
3- Dashboard and Reporting Setup:
Once integrated, Business Keep customized Power BI dashboards and reports to align with the company’s specific financial metrics and KPIs. These dashboards provided a comprehensive view of financial performance across different regions and business units, enabling the company to track revenue, expenses, profitability, and cash flow with ease.
4- Training and Support:
To ensure successful adoption, we provided training to the company’s finance team on how to use Power BI effectively. This included tutorials on navigating dashboards, customizing reports, and interpreting the data visualizations to make strategic decisions.
Business Keep’s integration of Power BI led to significant improvements in the company’s financial operations:
1- Enhanced Financial Reporting:
The integration of Power BI with Microsoft Dynamics 365 Finance provided real-time access to financial data, enabling the company to generate detailed reports and dashboards with a few clicks. This improved the accuracy and timeliness of financial reporting.
2- Informed Decision-Making:
The customizable dashboards in Power BI allowed the company’s management team to monitor key financial metrics in real-time, providing the insights needed to make informed decisions quickly and confidently.
3- Streamlined Data Management:
By automating data transfers between Microsoft Dynamics 365 Finance and Power BI, the company was able to reduce manual data entry, minimize errors, and free up valuable time for its finance team to focus on higher-value tasks.
4- Scalability:
The integration with Power BI provided the company with the flexibility to scale its operations, ensuring that as the company grew, its financial reporting and analysis capabilities would continue to support its expanding needs.
