Power Automate, Power BI and Tableau Upgrades for a National Tire Distributor
A national tire distributor with over 60 logistics centers provides dealers and retailers across the U.S. with a comprehensive range of passenger and light truck tires.
INDUSTRY: Tire Distribution
The Project Scope
The company was using Tableau and had a plan to move to Power BI because of some desired features. They had a huge backlog of dashboards and reports that needed to be built, but with limited Power BI expertise, they were facing throughput challenges. Because of the pandemic, they were also facing cash flow challenges for a period of time. Smartbridge was engaged to bring the necessary resources and expertise to build some Tableau dashboards followed by Power BI content utilizing Power Automate.
Key Challenges and Issues
1. Instead of migrating existing Tableau content to Power BI, with guidance from the sponsor, we started with upgrading some Tableau content followed by creating new content in PowerBI to get buy-in from the business. Smartbridge built a set of Tableau dashboards for primarily 2 groups:
2. Smartbridge also created 4 Power BI apps (set of dashboards) for various groups of the business:
3. Smartbridge also provided the client with Microsoft Power Automate flows which would automate the email feeds for the organization. Previously when a support email would come in, a support team in India would load the data into a data warehouse. Now the data is loaded into a SharePoint location which is then reported on.
4. Smartbridge also implemented ETL/PowerShell based data refresh triggering to replace the time based scheduling. This removed some of the pain points that the data team was previously facing.
Success Through Customized Tableau and Power BI Solutions
The new Tableau content was very well received by the finance and car dealer teams. Though there was initial resistance to change from the business having to switch from Tableau to Power BI. However, with guided training and education of the features, the end-users are much more excited about this change. Users expressed extreme happiness with the content Smartbridge built with Power BI and are considering an upgrade to the content previously available in Tableau.
After the initial roll-out of Power BI, we continued building a more robust solution implementing the following pieces:
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