ERP · BUSINESS INTELLIGENCE · DASHBOARD DEVELOPMENT · REPORTING ARCHITECTURE
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ERP BI · PILLAR

ERP Data Integration

Connecting ERP data to BI, CRM, warehouse, finance, and operational systems.

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WHY THIS MATTERS

Reporting should clarify the business, not reproduce the ERP screen.

Connecting ERP data to BI, CRM, warehouse, finance, and operational systems.

The strongest dashboard programs begin with decisions: what leadership needs to know, what operators need to act on, which definitions are authoritative, and which exceptions deserve attention.

Only then should the team decide how to model the data, connect systems, design visuals, and schedule refreshes.

DECISION VIEWERP DATA · GOVERNED MODEL
Revenue$24.8M
Gross margin31.4%
Open orders1,284
Receivables$3.2M
Inventory$7.6M
Exceptions42
THE ARCHITECTURE

Four layers keep reporting trustworthy.

01

Source

ERP transactions, master data, operational systems, and controlled external sources.

02

Model

Business definitions, dimensions, measures, relationships, and calculation logic.

03

Experience

Executive, management, and operational views designed around decisions.

04

Governance

Ownership, security, refresh, testing, documentation, and controlled change.

EDITORIAL PRINCIPLE

One number should have one accountable definition.

When teams calculate the same KPI differently, the problem is not visualization. It is governance.

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Trust is designed.

Definitions, lineage, security, and refresh are part of the product.

DELIVERY

From reporting question to production dashboard.

1

Discover

Map decisions, users, source systems, metrics, and current reporting pain.

2

Model

Define the semantic layer, business logic, ownership, and data-quality rules.

3

Design

Design information hierarchy, drill paths, exceptions, and narrative.

4

Validate

Reconcile against ERP outputs and test security.

5

Release

Deploy with documentation, ownership, refresh monitoring, and adoption support.

WHY THIS APPROACH

Less dashboard theatre. More operational clarity.

The visual system is deliberately restrained because the reporting itself should be the focus.

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Definitions firstKPI logic is agreed before visual polish.
Data lineageUsers can understand where a number came from.
Role-awareExecutives and operators see what they need.
Built to operateRefresh, security, testing, and ownership are explicit.
MEASUREMENT

Measure the reporting system itself.

01Metric definitions reconciled to governed source data
02Refresh and availability expectations that match decisions
03Adoption measured by decisions enabled—not dashboard count
FAQ
Should ERP data go directly into Power BI?

Sometimes. The right pattern depends on volume, source architecture, security, refresh requirements, history, and how many systems need to be combined.

How do you prevent KPI disagreements?

Define business logic and ownership in the semantic model and validate it against authoritative ERP outputs.

Do dashboards replace ERP reporting?

No. They can provide a decision layer above operational reporting while the ERP remains the transactional system of record.

NEXT STEP

Start with the reporting decision that matters.

Bring the report, dashboard, spreadsheet, ERP extract, or KPI definition. Start with the evidence.

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