Case Study: Rental One achieves real-time KPI visibility and Excel-free automation with Dundas BI

How Rental One Replaced Complex Excel-Based Processes with Robust Analytics

Rental One, a Texas-based equipment rental company with 11 locations, relied on a massive, error-prone Excel workbook—millions of rows across multiple sheets—to track company-wide financial KPIs. Weekly ERP exports and manual consolidations led to inconsistent results, month-long delays, and growing operational strain, prompting the Senior Systems Analyst to seek a BI platform to replace the failing spreadsheet.

They selected Dundas BI for its advanced data-prep, ETL automation and strong professional services. Dundas consolidated data into data cubes, automated the 500+ page Accounts Receivable Aging report, and delivered real-time, role-based dashboards integrated with the ERP—saving the equivalent of 1.5 man-days per month, improving collections prioritization, aligning store managers to KPIs, and eliminating the delays and errors of the old Excel process.

Rental One

Steve Glaeser

Senior Systems Analyst