Overview
Client: Global consulting & technology services firm with a multi-year contract at a prominent electric utility. The program spans 25 sub-elements delivered by 3 business units, creating 75 management elements with many task orders and location-specific budgets.
Situation
Monthly Budget vs Actual (BvA) reporting was labor-intensive and slow- taking days-and only available at a high summary level. The company uses a standard set of six KPIs to evaluate performance across engagements, but those metrics weren’t visible below the top layer.
Objectives
- Automate BvA reporting by management element and task order.
- Compute and visualize the company’s six standard KPIs at granular levels.
- Enable ad-hoc slicing by service area, business unit, location, and task
order. - Shorten the production cycle from days to hours while improving accuracy.
Approach
- Direct ERP Integration: Power Query connections to pull Actuals and
Budgets; standardized schemas and calendar tables. - Data Model (DAX): Measures for KPIs, BvA, time intelligence, and
task-order rollups. - Power BI Visuals: Drill-through dashboards from program – service area
– management element – task order. - Governance: Row-Level Security by business unit/task order; refresh
schedules with incremental refresh.
Days → Hours
BvA cycle-time reduction
6 KPIs
Comparable across all levels
Granular
Insight
Task-order drill-through
Tech stack: Power BI (DAX, drill-through), Power Query, SQL/ERP connectors, Row-Level Security, incremental refresh.
