The implemented solution utilises Fivetran for its native functionality to pipe data from Xero and the MS Dataverse into an Azure SQL Database.
has given a significant boost to insights quality, quantity and workforce motivation at a KZN specialist heat exchanger manufacturer. Near real-time data now informs business decisions, internal dashboards and enables proactive customer service. This follows theThe management of SA Heat Exchange is dedicated to expanding its footprint as an industry leader and recognises the vital role of modern technology to achieve and sustain its goal.
“Our customer was unable to quantify the cost of a job, nor set proper targets to incentivise the team,” notesMonitor KPIs daily to ensure quality and progress towards targets.for the manufacturer. 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.
In-built incentive-based targets have increased adoption among our 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.“Key to the success of this deployment was that our client was sure of their business requirements and knew how to communicate these effectively,” adds Maehler.
This architecture is easily replicable and should be considered by medium-sized companies that use Xero. Fivetran is often perceived to be an expensive option, but that is not the case. As Forbes Advisor states: “Fivetran is a low-code, easy-to-use data integration platform… It offers more than 300 connectors, data scrubbing features and integrated scheduling, even for its free plan users.
Keyrus Modern Data Stack MDS Fivetran Xero MS Dataverse Azure SQL Database Microsoft Power BI Nicky Maehler Thomas Attenborough
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