Cost-effective scalable data architecture through a modern technology stack

Background

The management of SA Heat Exchange is dedicated to expanding their footprint as an industry leader and recognises the vital role of modern technology to achieve and sustain its goal. The manufacturer’s existing business process, from enquiries and quotes to actual jobs, was built in Microsoft (MS) Dataverse.

Challenge

A major challenge was the lack of integration with Xero, customer's accounting system. The main requirement was to marry the financial information to the business process as inability to quantify the cost of a job, nor set proper targets to incentivise the internal team, presented significant issues for the customer. SA Heat Exchange also needed to: • monitor KPIs daily to ensure quality and progress towards targets; • track client as well as industry trends; and • gain full visibility into its business processes at any time.

Approach

Keyrus deployed layers of modern technology solutions to build the data architecture for the customer. The implemented solution utilises a leading data movement platform Fivetran for its native functionality to pipe data from Xero and the MS Dataverse into an Azure SQL Database. Microsoft Power BI was selected as the data visualisation tool because it best matched the customer's needs and requirements.

Key results

Real-time reporting and full insights into operations enable faster more effective business decisions.

In-built incentive-based targets have increased adoption among staff and motivate their productivity. She sales force has become far more proactive, and the company now offers improved customer service.

Cost-effective scalable architecture, providing insightful dashboards and informing important business decisions.

Benefits

The heat exchanger manufacturer now has full insight into all their processes in near real time and benefits from being able to make business decisions in the moment. Fixed and dynamic reporting gives them the flexibility to interpret all of their data at any time. In-built incentive-based targets have increased adoption among their staff and motivate their productivity. Many more enquiries are being converted to sales, the sales force has become far more proactive, and the company now offers improved customer service. Visible TV dashboards enable everyone in the business to view the current business status, including comparisons, trends and achievement against targets. Management is able to dive deep into the details to understand the factors underlying success or missed targets. The solution includes checks for data quality, as well as integrity, ensuring accurate reporting. This architecture is easily replicable and should be considered by medium-sized companies who use Xero.

What our clients say

Keyrus has exceeded our expectations in every aspect of this project. They understood our requirements and constructed a cost-effective scalable architecture, providing insightful dashboards

Thomas Attenborough, Managing Director, SA Heat Exchange

Technology partners

Fivetran

As the leader in automated data integration, Fivetran delivers ready-to-use connectors that automatically adapt as schemas and APIs change, ensuring consistent, reliable access to data. Fivetran improves the accuracy of data-driven decisions by continuously synchronizing data from source applications to any destination, allowing analysts to work with the freshest possible data. To accelerate analytics, Fivetran automates in-warehouse transformations and programmatically manages ready-to-query schemas.

2000+

Companies using Fivetran to centralize their data

99.9%

Guaranteed data pipeline uptime

2 Trillion+

Monthly synced rows