To address this challenge, our team collaborated with SVA to gain a comprehensive understanding of the key metrics and criteria used to identify at-risk companies. This involved working closely with stakeholders to map out existing workflows, define business rules, and prioritize the data points most critical to decision-making. We developed a Power BI solution that integrates data from Excel workbooks and Salesforce, enabling the creation of dynamic visuals for SVA's reporting needs. This integration allowed for real-time access to a centralized dataset, greatly improving efficiency and data accuracy. These visuals included maps to display the geographic distribution of companies, tables summarizing critical company information, and customizable filters to refine results based on specific risk indicators or business attributes.

As a result of this solution, SVA significantly reduced the time required to identify at-risk companies—from several hours to just minutes. SVA gained additional benefits including:
‍Consolidation:
o All seven data lists were consolidated into one platform.
o Eliminated the need for manual cross-referencing.
‍Advanced Filtering:
o Quick identification of manufacturers appearing on multiple lists.
o Reduced time spent on manual identification and addressing redundancies.
‍Automation:
‍o Automated data integration and matching processes.
o Minimize human error, resulting in higher accuracy in outreach efforts.