Business Challenges and Objectives

• The client’s current process was very disorganized, and time consuming, with a high dependency on the IT Team
• The client, therefore wanted a user-friendly solution where a Power user could manage and maintain user access as required
• The client looked to develop an interface with data personalization capability like SAP Business Objects explorer functionality
• Restrict user access to ensure users can only view and access the data for their regions only
• Limit the dependency on the IT Team

The Solution

The TekLink Team implemented the following solution after considering the recommendations from the Advisory phase of the project:

• Providing two versions of the dashboards (Regular Power BI Dashboard and Power BI Dashboard integrated with Power Apps)
• Retaining the user mapping data (to the regions) in Excel Format by uploading on SharePoint
• Developing a user-friendly interface using Power Apps to access the data maintained in Excel
• Embedding Power Apps in Power BI dashboard to make it available for management by Business Users
• Designing dynamic row level security to ensure the once the mapping is completed, all the aggregates reflect on the individual users based on region

Key Benefits

• Simplified interface and back-end
• Easy and improved onboarding of new users with no ambiguity in aggregates cropping in from other regions
• Improved data security for sales team users
• Zero dependency on the IT Team for User Access Management
• Meeting the cost expectations with Power BI, replacing SAP Business Objects Explorer and no new investments on a new tool