Wholesale ERP Consolidation & Commercial Analytics Platform
Unified a newly merged wholesale business onto a single ERP and Power BI suite covering inventory, profitability, suppliers, and receivables.
Project Overview
Following a merger, the business needed to consolidate inventory, purchasing, sales, accounting, and reporting into a single operational environment. Management lacked visibility into inventory performance, supplier effectiveness, profitability, and operational bottlenecks.
- ·Divergent processes across newly merged departments
- ·Largely manual reporting with no single source of truth
- ·No visibility into supplier or product-level profitability
- ·Receivables, inventory health, and delivery performance untracked
My Role
Workshops with department heads to align on future-state operations.
Documented processes and translated needs into functional specs.
Designed standardized workflows across purchasing, sales, and inventory.
Coordinated User Acceptance Testing, training, and handover.
Built the Power BI analytics layer and DAX models end to end.
Used Power Automate to distribute role-specific reports automatically.
Solution · Process Flow
Stakeholder workshops and process mapping.
Future-state workflows and functional specifications.
ERP configuration and Power BI model development.
UAT cycles with each department.
Training, go-live, and automated report distribution.
Dashboard Gallery
Representative views from the Power BI environment delivered for this engagement. Click any tile to enlarge.
Business Impact
Customer, supplier, product, and category margins now monitored in real time.
Rising supplier costs surface before they erode profitability.
Inventory turnover improved with reorder recommendations and slow-mover detection.
Role-specific reports delivered without manual preparation.
Open orders, delivery delays, and supplier SLAs continuously tracked.
Overdue balances and collection performance monitored daily.
Technologies Used
Key Learnings
Stakeholder alignment is the highest-leverage activity in any ERP consolidation.
Reporting automation pays back faster than additional dashboards.
A single source of truth changes the quality of every downstream commercial decision.