Key results
Migrated the PostgreSQL, dbt and Tableau ecosystem to Microsoft Fabric and Power BI for data engineering, analytical modelling and advanced analytics.
Unified ProducePro ERP, Cognos DWH, FTP, APIs, Google Sheets and email reports through automated data engineering pipelines.
Built reusable data models supporting standardized business logic, forecasting, machine learning and geospatial prospect intelligence.
Transformed and consolidated existing 50+ Tableau reports into governed 17+ Power BI dashboards with Row-Level Security, drill-throughs and dynamic period analysis.
About the Client
A North American foodservice distributor serving restaurants, hospitality and foodservice businesses. Offers fresh produce, dairy, frozen and specialty foods through a cold-chain distribution network. Focused on quality, reliable delivery and customer-focused foodservice solutions.
Key Challenges
ERP data entered Cognos Data Warehouse as bare-bone operational tables, without the transformation, business logic and reusable analytical models required for enterprise-scale analytics.
Data was siloed and fragmented across ProducePro ERP, Google Sheets, email-based reports, FTP files and APIs, requiring significant integration, transformation and reconciliation before it could be reliably used for analytics.
Complex pricing, margin, profitability, AR, customer and operational KPIs required centralized modelling, standardized logic and scalable analytics.
Enabled secure access for sales and leadership while advancing from historical reporting to predictive analytics, machine learning, forecasting and sales opportunity identification.
Our Approach
Microsoft Fabric & Data Platform Modernization
- Modernized the PostgreSQL, dbt and Tableau ecosystem to Microsoft Fabric and Power BI.
- Established an integrated architecture for enterprise data engineering and analytics.
- Built a scalable foundation for data engineering, transformation, analytical modelling, governed analytics and advanced analytics workloads.
Data Ingestion & Integration
- Engineered automated data pipelines across ProducePro ERP, Cognos DWH, FTP files, APIs, Google Sheets and email extracts using Python.
- Consolidated heterogeneous operational data for downstream transformation, modelling and analytics.
- Prepared integrated data for standardized, analytics-ready workflows.
Data Transformation & Analytics Engineering
- Developed reusable transformation and analytical modelling frameworks using SQL and dbt.
- Implemented a Medallion Architecture (Bronze, Silver and Gold Layer) to structure data across ingestion, transformation and analytics layers.
- Centralized business rules and analytical logic across sales, customers, pricing, profitability, procurement, inventory and operations.
Automation & Scalability
- Automated recurring data processing, transformation, refresh and reporting workflows.
- Leveraged Microsoft Fabric,Python, SQL, dbt and Power BI across the data-to-insight workflow.
- Reduced dependency on manual reporting through a scalable operating model.
ML Based Forecasting & Prospect Intelligence
- Extended the data foundation into advanced analytics through forecasting and geospatial prospect intelligence.
- Developed the “Prospects Near to Customer” analytical model using customer and prospect location intelligence.
- Supported territory planning and sales expansion opportunities.
Enterprise BI Modernization
- Rationalized 50+ Tableau dashboards into 17+ high-value Power BI dashboards.
- Consolidated reporting and standardized KPIs through the modernization.
- Implemented Row-Level Security, drill-through analysis, historical comparisons and dynamic period analysis.
Implemented Solution
Microsoft Fabric-Based Modern Data Platform
- Established Microsoft Fabric for data engineering, analytical modelling and advanced analytics.
- Integrated ProducePro ERP, Cognos DWH, APIs, FTP, spreadsheets and email sources.
- Built a scalable foundation for ML, predictive analytics and AI-driven decision intelligence.
Modern Data Engineering & Analytical Modelling
- Built reusable SQL, dbt models and automated data pipelines.
- Standardized models across Sales, Customers, Pricing, Margin, Profitability, AR, Procurement, Inventory, Vendors, Labor and Operations.
- Centralized PVM, route profitability, AR aging, credit utilization, customer, procurement and OTIF calculations.
Advanced & Predictive Analytics Layer
- Enabled forecasting and machine learning for predictive decision support.
- Developed geospatial Prospects Near to Customer intelligence.
- Created a reusable foundation for advanced analytics and AI-driven workloads.
Governed Enterprise BI & Data-to-Insight
- Delivered 17+ Power BI dashboards across core business functions.
- Implemented RLS, drill-throughs, historical comparisons and dynamic period analysis.
- Automated data ingestion, transformation, modelling, refresh and reporting workflows.
- Enabled 20+ use cases across sales, customer, pricing, profitability, finance, procurement, inventory, operations, forecasting, predictive analytics and geospatial intelligence.
Technologies Used
