Power BI Solution for auto procurement of data extracts from manual files to live

Customer Overview

GEA is a global processing technology powerhouse, driving efficiency in the food, beverage, and pharma sectors. They master complex production challenges by offering an all-encompassing portfolio ranging from individual components and full-scale industrial plants to advanced technology and end-to-end support services.

Customer Profile

GEA is a global processing technology powerhouse, driving efficiency in the food, beverage, and pharma sectors. They master complex production challenges by offering an all-encompassing portfolio ranging from individual components and full-scale industrial plants to advanced technology and end-to-end support services.

Customer Requirement

The procurement team was managing reporting through manually updated files like targets, customer details, and dimensional reference data were maintained by individual users in spreadsheets and SharePoint, then assembled into reports manually. This created a fragile, labour-intensive reporting process where data quality depended on individual diligence and reports could quickly fall out of sync with actual business data.

The requirement was to automate this process end-to-end by replacing manual file handling with structured data pipelines that pull from both SAP and SharePoint. Also, apply standardised transformations, and deliver reliable procurement reports that the team could trust and act on without manual preparation work each cycle.

Our Solution

  • Automated cloud-based ETL pipelines to ingest data from both SAP and manually maintained SharePoint files, replacing ad hoc exports with a scheduled, reliable data flow.
  • Standardised reporting templates built from combined SAP and manual extracts, ensuring consistent data structure across all procurement reports regardless of source.
Procurement KPIs delivered

  • Open Purchase Orders:  Total volume and value of outstanding POs

  • Inventory Status:  Live and operational inventory levels

  • Cost of Goods Sold:  COGS tracked across product lines

  • Days Inventory Outstanding:  Average holding period before sale

Benefits

  • Procurement reporting that previously required manual file preparation now runs automatically, freeing up team time for analysis rather than data handling.
  • Standardised templates replace inconsistent manual files, ensuring procurement data is structured and reliable across all reports and time periods.
  • The procurement team has live visibility into open purchase orders, inventory, cost of goods sold, and days inventory outstanding, all in one place, updated automatically.
  • Combining SAP transactional data with manual reference data in a single pipeline eliminates the reconciliation effort that previously took place each reporting cycle.