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Embedded data analytics & automated service controlling with Power BI

bekumoo - Embedded Analytics with Power BI
The company
bekumoo Software GmbH
Technologies
Microsoft Power BI, Microsoft Azure App Service
The challenge
Digitization of the controlling process with a heterogeneous database.
Result
Standardized and automated service controlling within the in-house software.
"bekumoo's aim is to make the complex value chain in service transparent for decision-makers with data from previous days."
Thomas Kurrelmeyer
Managing Director / bekumoo Software GmbH

Initial situation

An active data culture is essential for the digitalization of a company. However, it can only sprout and flourish if all employees have easy access to relevant databases and reports. If this is achieved via intuitive dashboards that are also embedded in the company's corporate design in customer portals, intranet or web apps, this is a best-case scenario. With the use of Power BI Services, implementation is child's play.

At bekumoo, the question arose as to how a complex controlling process based on a heterogeneous database could be fully digitized and used by stakeholders. The bekumoo platform developed by taod provides the answer based on standardized data models, modern cloud hosting via Azure and an automated Power BI connection: automated service controlling.

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How can performance data be standardized and automated?

How are complex and heterogeneous databases transformed?

How can modern controlling be digitized with Software as a Service (SaaS)?

Download full case study

Our detailed procedure at bekumoo Software GmbH

Kick-off workshop and business development consulting

In an initial workshop, key requirements and initial objectives were defined. In the case of bekumoo, taod also provided business development consulting. The aim was to develop a product based on application questions and available data sources and databases. What data is available or still needed? How can it be used within the SaaS to answer questions or for business management?

Exploration of data sources, preparation and transformation of data

Data in very heterogeneous formats is to be incorporated into the SaaS and standardized so that it can be visualized in reports at a later stage. The basis for standardized reporting is the respective merchandise management system of the car dealerships. The employees document their activities on an order-related basis, independently and transmit the data on a daily basis. This raw data is then cleansed and transformed using taod's ELT integration. 

Definition & setup of authorization management

Authorization management was a key challenge: taod relied on Row Level Security (RLS) in Power BI to secure access to sensitive personal data. Data access is controlled via defined roles and filters - team leaders see the key figures of their entire team, while employees only see their own. This ensures maximum transparency while maintaining a high level of data security.

Dashboarding concept and visualizations in Power BI

Once a uniform database is in place, the data is finally visualized and evaluated in Power BI. The BI tool from Microsoft is a logical choice for bekumoo, as the data is hosted via Microsoft Azure due to the specific individual requirements. As a result, the bekumoo software has been in use since January 2021 on the basis of standardized data models, modern cloud hosting and automated Power BI connection for modern controlling of the car trade.

Result

Standardized data models for modern controlling within the in-house software

Since 2017, bekumoo has set itself the goal of sustainably digitalizing the automotive service and trade. The owner-managed company based in Ibbenbüren combines experts from the automotive trade with experts from software companies. With the SaaS solution developed by taod, bekumoo provides car dealerships with a tool that documents and evaluates their key business figures. For this purpose, bekumoo is connected directly to the applications used in the business. The software helps to process complex data from individual branches in a comprehensible and up-to-date manner. In service controlling, bekumoo provides important KPIs and insights for decision-makers in the service and workshop area by querying various data sources.

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Car dealerships transmit data packages on a daily basis. Integration via ELT processes and Python ensures valid and comparable data models - despite high data heterogeneity.
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It took just months from the kick-off to the SaaS solution going live - thanks to agile project management and regular coordination.
A finely tuned authorization concept with Power BI "Row-Level-Security" allows user-specific views of sensitive performance data.
The bekumoo dashboards provide daily updated KPI reports and enable cross-location benchmarking in car dealership controlling.

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