Case Study

Software-As-A-Service Reporting in Power BI + Azure for $400M Health Enablement Company

"Developed a suite of SaaS reports and dashboards for various stakeholders including C-Suite and private equity sponsors, which provided insights for critical business decisions such as where to best invest sales & marketing dollars for the highest percentage return"


  • Private equity backed $400M health company with global footprint lacked in-depth reports to drive profitable growth​
  • Prior to SLKone’s engagement, another vendor attempted to develop analytics for the C-Suite but failed to produce meaningful reports after a three-month period​
  • Challenges with the data perpetuated by multiple acquisitions and complex sales orders, made automating any reports extremely difficult without a material overhaul of processes and data validation​
  • SLKone was tasked to remediate existing data challenges and develop a full suite of automated reports and dashboards for numerous stakeholders

Bespoke Solutions

  • SLKone performed a review of all sales orders in the past 2.5 years to identify inaccuracies and process breakdowns. As a result, over 20 process changes were made, and additional fields added to the sales order workflow​
  • Created an Azure cloud database as an intermediary solution to reduce complexity by consolidating numerous data sources and performing Extract, Transform, Load (ETL) steps to merge data​
  • Developed automated Power BI reports with drill-through capability from the ‘top floor to shop floor’​
  • Calculated complex measures with multitude of constants and variables to recommend over / under investment within product lines

Leading With Results

  • Identified and remediated 20+ process gaps causing sales order inaccuracies resulting in improved billing and reporting capabilities​
  • Integrated three Enterprise Resource Planning (ERP) systems and two Customer Relationship Management (CRM) systems on an Azure cloud database, simplifying the ETL process and facilitating the ability of all systems’ data to talk to each other​
  • Created 50+ reports within a Power BI dashboard to provide insights to all aspects of the business
Case studies and expertise may represent projects and engagements performed by SLKone team members prior to their employment at SLKone