A large industrial services company struggled with limited visibility into critical business operations, making data-driven decision-making difficult. Key metrics like technician utilization, job profitability, AR, AP, and safety certifications were scattered across multiple ERP systems. Without a centralized view, tracking performance and optimizing operations became inefficient and time-consuming. Data silos slowed decision-making and created operational blind spots.
To solve this, the company implemented Industrial Services Power BI Dashboards to unify data and enhance reporting. The solution integrated key performance indicators into a single, real-time dashboard. Teams could now track profitability, monitor efficiency, and ensure compliance with greater accuracy. With a clear view of business metrics, leadership could make informed decisions faster and drive operational improvements.
An industrial oil field services company operating globally lacked visibility into critical KPIs like utilization, DSO, and profitability. Workforce management struggled to optimize staff utilization, leading to inefficiencies. DSO spiraled out of control, severely constraining working capital. Field managers lacked real-time data, making poor decisions that harmed job profitability and slowed operations.
As a result, the company couldn’t scale as planned and faced higher borrowing needs for working capital. Customer relationships suffered due to delays and inefficiencies. Without better data visibility and control, profitability declined while financial and operational risks increased. The company needed an immediate solution to regain control, improve efficiency and drive sustainable growth.
Persepta’s team collaborated closely with the customer to understand their business goals and data challenges. They identified key priorities, including improving utilization, streamlining quote-to-cash, and increasing job profitability. By aligning Data & Analytics strategies with business needs, they empowered key personnel to make faster, data-driven decisions.
To achieve this, Persepta rapidly deployed a data lake, integrating multiple systems-of-record. This provided near real-time visibility across operations, immediately stabilizing workflows. As adoption grew, industrial services Power BI dashboards expanded to support all business goals and global operations with full currency conversion, ensuring company-wide alignment and efficiency.
The industrial services Power BI Dashboard solution enabled key personnel across the organization to implement strategies for greater efficiencies, accelerations and cost savings.
Accelerated Invoice Collections:
Achieved significant gains in 120+ days past due collections after the deployment of a comprehensive AR dashboard providing account executives with near real-time visibility and actionable insights.
Technician Utilization Gains:
A global workforce utilization dashboard was deployed combining data from multiple ERP systems providing workforce management with an ability to easily identify utilization enhancement opportunities resulting in 2-3% gains in utilization rates.
Certification Compliance:
A comprehensive management dashboard for Safety & Quality was deployed that provided visibility and alerting for technicians with expiring certifications enabling them to stay in compliance and reduce downtime.
Commercial Pricing Improvement:
An advanced commercial pricing dashboard was deployed that mined contract pricing across multiple systems to discover price improvement opportunities leading to an increase in revenue.
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