Masterpiece

AHI CARRIER

How AHI Carrier managed to meet its business requirements in complex reporting using the features provided by Power BI

  • AHI Carrier S.E. Europe Air-conditioning S.A is the official distributor of Carrier & Toshiba air-conditioning products in Central and Southeastern Europe. The company offers a complete range of HVAC solutions and after-sales services for hotels, office buildings, industries and any commercial or residential application. The product portfolio  includes split systems, heat-pumps, chillers, air-handling units, VRF systems and more. The company, headquartered in Athens, Greece, is responsible for the rest of the offices in Thessaloniki, Vienna, Sofia, Prague and Bucharest and 14 countries in Europe.
  • To provide a detailed and overall view of the Company, the teams needed an extensive
    reporting tool to cover the business requirements in complex reporting
  • For the first time during the beginning of the company operation, there was a need for a Business Intelligence tool to provide the accurate and detailed view of all branches of the company, offering direct and clear information, to facilitate making immediate business decisions.

"We are particularly happy with our collaboration with BEWISE in the context of the digital transformation of our company. New technologies are steadily on the rise and the new system offers immediacy, flexibility and increased productivity at all levels. ” -Giannis Poulis, ΙΤ Director of AHI Carrier

APPROACH

  • Creation of a data warehouse SQL Azure
  • Connection to D365 finance & operations
  • Data cleansing & SQL procedures
  • Creation of a Plan & Forecast tool in Canvas Power App, in which sellers enter sales forecasting by product category, country & sales channel
  • Sales reporting – analyzing all sales data
  • Sales backlog – analyzing all pending orders
  • Sales order intake – analyzing the frequency of order taking
  • Supply chain reports
  • Inventory aging reports
  • Financial reporting
  • HR reporting – including leaves etc
  • Sales vs plan vs forecast – analyzing percentage of success, ie percentage of sales stated by the sales team vs to percentage of sales accomplished

CONCLUSION

  • Due to the lack of a reporting tool within the company, the percentage of its usage is impressive, as the teams are now capable of proceeding to data driven business decisions
  • As a result, the time of registration and processing of the sellers’ budget minimized from 7 to 1-day
  • Covering the reporting needs of the different departments (sales, service, purchasing, warehouse, management finance & top management) in detail and immediacy

Results

42

total users

18

Unique users per day

6

days less on financial management

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