Case Study

The PPX Factor: How PPX  and Hopton Delivered with Power BI from NetSuite data

 

 

Details

Company Name: PPX Financial Consulting
Date: January 2024 
Website: www.ppxconsulting.co.uk

PPX Financial Consulting helps businesses improve their financial processes and control by using their “4 points of control” framework.

About PPX Consulting

PPX Consulting is a financial control and data management company that helps start-ups and SMEs understand and improve their finances. Alongside their offering of traditional accounting services, such as book-keeping, credit control and payroll, they also offer a range of additional services, such as process mapping, reporting, cash flow forecasting, and business planning.

Their founder, Adrian Goodman, is a best-selling author of books on financial control and business success.

PPX Consulting Logo

“Hopton Analytics are a fantastic partner for us. Our problem was extracting data in Power BI from NetSuite, and on our very first call, they’d achieved just this! From then on, they showed us that they could understand not only technical problems, but business and finance problems too. We continue to recommend Hopton Analytics to anyone looking to elevate their analytics.”

Adrian Goodman

Founder and Director, PPX Consulting

The Challenge

PPX Consulting needed to provide their clients with timely and accurate analytics and reporting from NetSuite ERP, as well as other data sources and systems. They needed a solution that could extract, transform, and load data from multiple sources, and present it in a user-friendly and interactive dashboard.

With tight timescales, the requirement was to deliver not just what was possible manually through the use of Excel but also show insights that might otherwise have been missed due to the volume of data. 

To achieve this, PPX Consulting partnered with Hopton, a leading provider of data integration and analytics solutions. Hopton helped PPX Consulting to create customised and scalable data pipelines and dashboards that enabled them to deliver value-added services to their clients, such as financial forecasting, budgeting, cash flow analysis, and performance management.

 

The Approach

PPX Consulting partnered with Hopton Analytics, a Microsoft Gold Partner and a Power BI specialist, to create a custom data extraction and reporting solution for their NetSuite ERP clients. Hopton Analytics used its expertise and experience working with various ERP systems, such as Sage, NetSuite, Dynamics 365 Business Central, and many others, to connect to NetSuite ERP data sources and transform them into a Power BI model. This allowed PPX Consulting to work with their clients to access and analyse their data using Power BI’s rich features and capabilities.

In addition, Hopton Analytics developed a series of custom Power BI reports tailored to the specific needs and goals of each client, covering areas such as sales, inventory, purchasing, finance, and more. These reports would enable PPX to provide their clients with interactive and visual insights into their business performance and identify trends and opportunities.

The Results

Hopton Analytics enabled PPX Consulting to access and analyse data from multiple sources in one Power BI dashboard, and provide their client with customised and relevant reports and insights. This enhanced their client’s decision-making abilities and drove business growth. Hopton Analytics delivered the solution within the budget and on time and provided training and support to PPX and their client.