Leveraged Azure Synapse and Power BI to established bulk data processing and custom report generation systems

About the client

The client is a medical nutrition company offering a higher standard of enteral formulas. Their plant-based formula serves thousands of patients suffering from severe, chronic diseases to less serious medical issues. 

Client requirement
  • The client needed to streamline and automate their operations, particularly regarding the integration of Salesforce CRM and the McKesson system.  
  • They required a solution for generating monthly reports from their Enterprise Data Warehouse using Azure Integrations.  
  • Other major pain points were the manual processing of Sample Request orders, inefficient tracking of samples at various stages, and the limitations of their current integration with Jitterbit, which did not align with their specific needs. 
  • PreludeSys implemented a system where sample request and fulfillment data were seamlessly streamed to Azure Synapse, providing the client with the capability to analyze and gain valuable insights.  
  • Bulk data processing was efficiently handled in batches, significantly improving operational efficiency. Customized reports were constructed in Power BI to monitor different states of Sample Delivery and provide detailed delivery forecasting information. 
  • Manual processing of CSVs for sample requests was entirely eliminated, saving time and reducing errors.
  • The reports generated in Power BI transformed data into meaningful insights presented through visual reports, graphics, and dashboards, enabling informed decision-making. 
  • These reports not only improved efficiency but also ensured the scalability and reusability of the client’s data-driven solutions, further enhancing their overall operations and capabilities.