Microsoft 365
Power BI
Power Automate
SharePoint
Sales Reporting
Forecast and Scheduling
Live Inventory Review
Digital Tool Improvement
Project Management Handling and Enhancement
Phase 1: Discovery and Assessment (1 Month)
- Conduct a thorough review of current systems (MRP, BOM, Forecasting, and
Scheduling) to identify inefficiencies, formula issues, and data gaps.
- Meet with key stakeholders to understand specific business needs, pain points,
and long-term goals.
- Define requirements for Power BI dashboards and compliance integration.
Phase 2: System Design & Optimization (2-3 Months)
- Optimize Excel formulas and automation for MRP, BOM, and Forecasting,
ensuring smooth integration with existing processes.
- Design and develop Power BI dashboards for real-time reporting and analytics.
- Implement automated error-checking mechanisms and data validation tools in
Excel.
- Train key staff on the new tools and processes.
Phase 3: Testing, Training & Final Implementation (1-2 Months)
- Test the new systems in real-world scenarios to ensure that they meet needs.
- Provide user training on the new Excel functionalities, Power BI tools, and the
overall workflow.
- Finalize documentation for all changes and improvements.
- Set up an ongoing support and maintenance plan, if needed.
Additionally, can provide a shell package to allow user set up for a one time package price. Please contact for more information.