Infographic: Hagler Systems Drives Project Visibility and Accountability with Microsoft Dynamics 365 and Power BI

For industrial and public-sector clients around the globe, Hagler Systems provides engineering consulting, manufacturing, and project delivery of complex, custom-built systems that meet unique challenges. Known for their expertise in delivering complex projects, the company needed to overcome key challenges related to project oversight and financial visibility. Their goal was to improve real-time project tracking and establish a more transparent, accountable environment for decision-making.

Check out this infographic showcasing Hagler Systems’ transformation journey with Microsoft Dynamics 365 and Power BI. Learn how their Power BI-enhanced project statement dashboard has improved visibility, streamlined financial reviews, and fostered a culture of accountability across departments. From reducing review time to mitigating project risks, see how this solution is driving operational efficiency at Hagler Systems.

Goals for Improvement: Enhancing Transparency and Accountability

Hagler Systems set clear goals aimed at increasing transparency, improving decision-making, and fostering a culture of accountability across their operations. The specific goals included:

• Providing real-time, accessible project financial data for all stakeholders.
• Enabling comprehensive project insights that would improve oversight and help mitigate potential risks.
• Fostering a culture of accountability through transparent data and reporting.

The company realized that they needed an innovative solution that would not only centralize data but also provide meaningful insights into their projects’ financial status and risks.

Solution: Power BI-Enhanced Project Statement Dashboard

To meet their goals, Hagler Systems implemented a Power BI-enhanced project statement dashboard integrated with Microsoft Dynamics 365 for Finance and Supply Chain Management. This solution streamlined project financial reporting, offering a more accessible and dynamic way to analyze and share project data. By leveraging Power BI’s advanced visualization and real-time data processing capabilities, Hagler Systems empowered their teams to make informed decisions and take proactive actions.

The dashboard transformed how financial information was reviewed, dramatically improving accessibility and ease of use. It also enabled enhanced collaboration, providing teams across different departments with access to the same up-to-date data, ensuring that everyone was aligned on key project metrics.

Results: Increased Efficiency and Risk Mitigation

The implementation of Power BI brought about significant improvements in project oversight and efficiency at Hagler Systems. Key results included:

• Reduced project financial review time from days to hours, freeing up valuable time for team members to focus on other important tasks.
• Improved visibility into cash flow and project risks, enabling the company to proactively address potential issues before they escalated.
• Fostered a culture of accountability and collaboration across departments, enhancing communication and alignment on project objectives.

Hagler Systems’ success story with Microsoft Dynamics 365 and Power BI is a great example of how technology can transform project management. With real-time insights and a culture of accountability, they’ve enhanced operational efficiency and mitigated risks, setting a new standard for project visibility and oversight in their industry.

Connect with Sikich if your company is seeking similar technology transformation with Microsoft Dynamics 365 and Power BI solutions. Our experts are ready to guide you through the possibilities of modernizing operations and help implement solutions tailored to your business needs.