All customer stories
Profitability & revenue
70% faster reporting across 2,000+ orders, from order to revenue
A $2B multi-entity group got line-level visibility from order creation to revenue realization.
About the client
- Industry
- Manufacturing, EPC and Trading
- Size
- $2B revenue
- Timeline
- [X weeks]
The challenge
The organization lacked end-to-end visibility of its sales cycle, from order creation to revenue realization, across several entities and business units.
What it meant for the team
CFO
Revenue timing and predictability were hard to judge.
Controller
Order, fulfilment and realization data sat in separate systems.
FP&A
Forecasts lacked line-level order and fulfilment data.
How we delivered it
- Step 1[X weeks]
Advise and design
- Defined the order-to-revenue lifecycle and 8+ KPIs
- Set the goal: line-level tracking with predictive insight
- Step 2[X weeks]
Build and automate
- Integrated multi-entity D365 and Salesforce data into Microsoft Fabric
- Automated ETL pipelines with Fabric Notebooks
- Python analytics and Power BI dashboards for real-time monitoring
- Step 3[X weeks]
Launch and embed
- [Add go-live, training and adoption details]
Total timeline: [X weeks]
Solution stack
Advisory services
- Order-to-revenue KPI design
- Lifecycle definition
Data sources
- Dynamics 365
- Salesforce
Storage and transformation
- Microsoft Fabric
- Fabric Notebooks
Logic and workflow
- Python analytics
- Predictive insights
Insights delivery
- Power BI
Impact
70%
less reporting time
2,000+
orders tracked line by line
8+
actionable KPIs across departments
Outcomes
- One view from order to fulfilment to realization
- Predictive insight on fulfilment and revenue
- Faster turnaround at each sales cycle stage
