Case Study: Enterprise modernizes analytics reporting with OnPoint Insights

Enterprise modernizes analytics reporting in 13 weeks with OnPoint Insights

OnPoint Insights partnered with a leading distribution and retail enterprise to modernize its analytics reporting. The customer, a prominent HVACR distributor, was struggling with a legacy BI system built on Phocas and Eclipse. This outdated system lacked flexibility and visual clarity, hindering performance and failing to meet the growing data demands of its various user groups across sales, operations, and customer analysis.

OnPoint Insights delivered a modernized Power BI reporting ecosystem to address these challenges. The solution involved cleaning and optimizing SQL data, developing high-performance database views, and building five tailored interactive dashboards. This empowered the workforce with self-service analytics, significantly improved reporting efficiency and data accuracy, and provided scalable visibility across sales, customer, product, and program performance. The project resulted in high user satisfaction and established a central platform for data-driven decision-making.

Enterprise