Business-boosting analytics using Azure services and Power Platform

About Client

The client is a leading medical nutrition company that offers high-standard enteral formulae. They serve thousands of patients suffering from severe chronic diseases to less serious medical issues.

Client Requirement

The lack of a unified distributor onboarding process posed a significant challenge to the client, making it difficult to view orders and manage supplier performance.

  • They manually formatted and validated data which consumed time, leading to data quality issues and rework.
  • The existing system did not support SSIS package customization specific to each distributor and incurred costly maintenance charges.
  • The client sought to automate order procurement by integrating Salesforce CRM, McKesson system, and monthly reports from Enterprise Data Warehouse.
  • They manually consolidated master data which was cumbersome and time-consuming.
Solution

PreludeSys leveraged Azure Data Factory to securely transfer data between Salesforce, McKesson, and Power BI for analytics and BI needs.

  • Streamlined the distributor data gathering and visualizing processes through dynamic field mapping.
  • Automated the approval process using Power Apps and streamed sample requests and fulfillment data to Azure for further analysis.
  • Fine-tuned the fuzzy match algorithm to improve data match results and automated master data identification workflow using Power Apps.
  • Power BI reporting to track samples’ delivery status and delivery forecasting details.
  • Our system detects errors and logs them with custom notifications, providing immediate feedback whenever an issue occurs.
  • Removed redundant data staging steps with optimization workflows.
Benefits
  • Modern pay-as-you-go architecture
  • New, easier distributors onboarding process
  • Simplified master data consolidation
  • Low maintenance costs of SSIS setup
  • Real-time Power BI reports
Technology

Microsoft Azure, SQL database, Power BI, Power Apps, Logic Apps, Azure Data Factory