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Embedded data analytics & automated service controlling with Power BI

bekumoo - embedded analytics with Power BI
Company
bekumoo Software GmbH
Technologies
Microsoft Power BI, Microsoft Azure App Service
Challenge
Digitalization of the controlling process with a heterogeneous database.
Result
Standardised and automated service controlling within in-house software.
“bekumoo aims to make the complex value chain in service transparent for decision makers with previous data.”
Thomas Kurrelmeyer
Managing Director/bekumoo Software GmbH

Initial situation

A living data culture is essential for digitizing 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, which are also embedded in the corporate design of your own company in customer portals, intranets 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 was how a complex controlling process, which is based on a heterogeneous database, can be completely 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 automated Power BI connection: automated service controlling.

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How can performance data be standardized and automated?

How are complex and heterogeneous data sets transformed?

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

Download the full case study

Our detailed approach at bekumoo Software GmbH

Kick-off workshop and business development consulting

In an initial workshop, key requirements and, derived from them, initial goals were defined. In the case of bekumoo, taod also provided business development consulting. The aim was product development based on application issues and available data sources and databases. Which data is available or is still required? How can these be used within SaaS to answer questions or for business management?

Exploring data sources, preparing and transforming data

The SaaS is intended to incorporate and standardize data in very heterogeneous formats so that it can be visualized in reports at a later stage. The basis for uniform reporting is the respective inventory management system of car dealerships. Employees independently document their activities on an order-related basis and transmit the data on a daily basis. This raw data is then cleaned and transformed using TAOD's ELT integration.

Defining & setting up an authorization management system

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

Dashboarding concept and visualizations in Power BI

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

Result

Standardised data models for up-to-date controlling within in-house software

Since 2017, bekumoo has set itself the goal of sustainably digitizing automotive service and retail. 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 the key business figures of car dealers. For this purpose, bekumoo is connected directly to the applications used in the company. The software helps to process complex data from individual branches in an understandable and timely manner. In service controlling, bekumoo provides important KPIs and, from querying various data sources, insights for decision makers in the areas of service and workshop.

54
Car dealerships transmit data packages every day. Integration via ELT processes and Python ensures valid and comparable data models — despite high data heterogeneity.
3
Just months passed from kick-off to the launch of the SaaS solution — 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.
Questions that will help you

FAQ

What was the goal of the BI project at bekumoo Software GmbH?

bekumoo Software GmbH wanted to completely digitize a complex controlling process based on heterogeneous data and make it easy for stakeholders to use. The aim was standardized and automated service controlling within the in-house SaaS software.

What challenges did bekumoo Software GmbH face before the project?

Prior to the project, bekumoo had to standardize performance and controlling data from very different sources and transfer it into usable reporting. The data comes from inventory management systems at car dealerships, is documented there on an order-related basis and transmitted on a daily basis, but was initially available in heterogeneous formats.

Which solution did taod implement for bekumoo Software GmbH?

taod developed a SaaS solution for bekumoo Software GmbH with standardized data models, modern cloud hosting via Microsoft Azure App Service and an automated Power BI connection. The solution was supplemented by ELT integration to clean and transform raw data as well as an authorization concept with row level security in Power BI.

How was the new BI solution introduced at bekumoo Software GmbH?

The introduction began with a kick-off workshop and additional business development advice. The heterogeneous data sources were then explored, prepared and transformed, an authorization management system set up and the data was visualized in Power BI.

What results did bekumoo Software GmbH achieve with embedded analytics and Power BI?

With the new solution, bekumoo has standardized data models and automated service controlling within its own software. The dashboards provide daily updated KPI reports, enable cross-location benchmarking in car dealership controlling and process data packages from 54 car dealerships.

Do you still have any unanswered questions?

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