Business-boosting analytics using Azure Synapse and Power Platform

About the client

The client is a leading medical nutrition company that offers high-standard enteral formulae. Their plant-based formula is designed to improve tolerance with organic ingredients. They serve thousands of patients suffering from severe chronic diseases to less serious medical issues.


Client requirement

The lack of a unified distributor onboarding process posed a significant challenge to the client, making it difficult to view orders and manage supplier performance.

  • They manually formatted and validated data which consumed time, leading to data quality issues and rework.
  • The existing system did not support SSIS package customization specific to each distributor and incurred costly maintenance charges.
  • The client sought to automate order procurement by integrating Salesforce CRM, McKesson system, and monthly reports from Enterprise Data Warehouse.
Solution

PreludeSys leveraged Azure Data Factory to securely transfer data between Salesforce, McKesson, and Power BI for analytics and BI needs.

  • We streamed sample requests and fulfillment data to Azure Synapse for further analysis and crafted Power BI reporting to track samples’ delivery status and delivery forecasting details.
  • We streamlined the distributor data gathering and visualizing processes through dynamic field mapping.
  • Our system detects errors and logs them with custom notifications, providing immediate feedback whenever an issue occurs.

Benefits

PreludeSys leveraged Azure Data Factory to securely transfer data between Salesforce, McKesson, and Power BI for analytics and BI needs.

  • We streamed sample requests and fulfillment data to Azure Synapse for further analysis and crafted Power BI reporting to track samples’ delivery status and delivery forecasting details.
  • We streamlined the distributor data gathering and visualizing processes through dynamic field mapping.
  • Our system detects errors and logs them with custom notifications, providing immediate feedback whenever an issue occurs.

Technology

Azure, SQL database, Power BI, Logic Apps, Azure Data Factory