Client Overview

Synexis, a leading biodefense air purification company, has been providing scientifically tested and proven solutions to diverse industries for several years. Their technology operates continually in occupied spaces, reducing airborne and surface microbes that impact human health and product integrity.

Challenge

Despite their technological prowess, Synexis grappled with the challenge of effectively extracting, collating, and leveraging data from their Enterprise Resource Planning (ERP) system, NetSuite. They lacked a streamlined, unified view of key business performance metrics to make informed decisions. Consequently, this hampered their business intelligence efforts, rendering a comprehensive understanding of their operations, finances, and customer relations challenging.

Solution

Recognizing the urgent need to overcome these challenges, Synexis partnered with our expert team. Our primary mission was twofold:

Building a robust data pipeline to funnel crucial ERP data into a SQL Server data warehouse.

Constructing intuitive Tableau reports that accurately displayed their key performance indicators (KPIs).

Data Pipeline Construction:

Our first task was to construct a scalable, reliable data pipeline from Synexis's NetSuite ERP into a SQL Server data warehouse. Leveraging our extensive data engineering expertise, we developed a solution that extracted raw data from disparate parts of the ERP. The data was transformed into a format suitable for analysis and loaded into a newly designed SQL Server data warehouse.

The data warehouse we built provided a unified repository of structured data ready for analysis. In this structure, Synexis could efficiently store and manage a comprehensive view of their business operations.

Implementation of Tableau Reporting:

With the data warehouse in place, the next challenge was to convert the stored data into actionable insights. To that end, we employed Tableau, one of the most powerful business intelligence tools available.

We built an array of Tableau reports focused on Synexis's KPIs. These dashboards gave Synexis a visually intuitive understanding of the data, highlighting trends, patterns, and outliers. It offered interactive options, allowing for flexible data viewing and exploration. This new capability empowered them to make strategic decisions based on real-time, data-driven insights.

Results

By employing Azure Data Warehouse and Power BI, Aegis Sciences saw a considerable enhancement in their financial operations, especially in their revenue cycle management:

Improved Billing Accuracy: The new system improved the accuracy of billing processes by providing insights into data discrepancies and anomalies, thereby mitigating errors.

Reduced Financial Waste: With granular visibility into financial data, the company could identify areas of waste and inefficiencies and take action to eliminate them, leading to significant cost savings.

Enhanced Financial Decision-making: With real-time data and user-friendly reports at their fingertips, the company's decision-makers could make informed financial decisions quickly and efficiently.

Scalability and Future-Proofing: The implemented solution provided a scalable and robust infrastructure that can handle increased data load as the company grows. This allows Aegis Sciences to continue extracting valuable insights from their data.

Outcome

The new data pipeline and business intelligence solution revolutionized the way Synexis interacted with their data. They could now access a unified view of their KPIs, including real-time sales data, inventory management metrics, customer behavior, and financial performance.

With this newfound visibility, Synexis could more accurately forecast trends, make informed strategic decisions, and significantly improve operational efficiency. The impact of our solution was felt across the organization, driving a data-first culture that continues to push their business forward.

In conclusion, this project showcased the power of a comprehensive, data-driven approach to business intelligence. It affirmed our commitment to delivering tailored, impactful solutions to our clients, empowering them to harness the full potential of their data.