Logistics
The missing link between financial and operational data
We linked Meeder Group’s finance and operational systems and gave finance margin detail per customer, product and entity in Power BI.
Client
Meeder Group
Industry
Logistics
Service
Data Warehousing & Business Intelligence
Stack
Microsoft Fabric, Power BI
Market
International
The challenge
The numbers existed in two systems that did not speak to each other
Meeder Group wanted to understand their gross margin at a granular level: per customer, per product, and per entity. The question was straightforward. The answer was not.
Their financial and operational data lived in separate systems with no connection between them. The margin calculations themselves were complex, and their previous data partner had not been able to crack it. Leadership was left making decisions without the detail they needed.
The approach
Start with the insight, work backwards to the data
Rather than starting with the technology, we started by defining exactly what insights Meeder's leadership needed. That clarity determined which data was necessary and how the two systems needed to be connected. This is how we did it:
Defined the required gross margin insights together with leadership
Mapped and linked the financial and operational data sources
Built an internal data warehouse in Microsoft Fabric
Visualized the connected data in Power BI, including complex margin calculations
Automated the full month-end reporting process from start to finish
The results
Consistency. Trust. Speed.
0.5
FTE saved through fully automated month-end reporting
1
trusted view of financial and operational data, enabling analytical possibilities that didn’t exist before
6
months to fully transform the reporting cycle and the underlying data platform
Is everyone in your company looking at different numbers?
Let’s change that.