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Automotive

Analytics Platform Sharpens Dealer Financials

An industrial machinery and parts dealer network ran its finances on ERP exports and spreadsheets. Closes were slow and profit losses stayed hidden.

Results

Financial Analysis Cycle
68%Faster
In Revenue Forecast Accuracy
75%Improvement
In Financial Reports Preparation
8hrs/weekreduction

As it was

An industrial machinery and parts dealer network ran its finances on ERP exports and spreadsheets. Closes were slow and profit losses stayed hidden.

  • Month-end close slow
  • ERP exports in spreadsheets
  • Spreadsheets everywhere
  • Profit losses hidden
  • CRM data separate
  • POS data separate
  • Configuration inflexible

What we built

ERP, CRM and POS feeds consolidated into a data warehouse, with rule-based financial validation. Five function-specific dashboards with drill-down in an Angular web interface. AWS hosting, role-based access, audit trails, and REST APIs for BI and mobile integrations.

  • One data warehouse for ERP, CRM and POS
  • ERP feed into the warehouse
  • Rule-based validation for financial data
  • Five dashboards with drill-down
  • CRM feed into the warehouse
  • POS feed into the warehouse
  • Audit trails and role-based access

Services on this project: Mobile app development, Web app development, DevOps, Data Migration, API & System Integration, QA

Want the full case study?

We share the full write-up and a live demo on request.

It’s in Ahmedabad.

Next: Unified Dealer Contact Platform