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Business intelligence: daily figures instead of Excel lists.

Business intelligence means collecting data from ERP, CRM and Excel automatically and presenting it as dashboards. NAVAX delivers it with Microsoft Power BI, built around the KPIs you really need.

Consultant sketching on a digital whiteboard how data flows between CRM and BI
Two colleagues working together at one screen
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At a glance

What is business intelligence?

Business intelligence (BI) covers the methods and tools a company uses to collect data from ERP, CRM and Excel, prepare it, analyze it and present it as dashboards. The goal is decisions based on current figures rather than gut feeling. NAVAX implements business intelligence with Microsoft Power BI.

Who
NAVAX, a Microsoft partner for ERP, CRM, business intelligence and AI
What
Business intelligence with Power BI: data connections, data model, dashboards, reports and training
For whom
Mid-sized companies in Austria and Germany, especially those using Microsoft Dynamics 365 Business Central or CRM
Result
Daily KPIs for finance, sales, purchasing, inventory, projects and production in one place
Why NAVAX
More than 600 business customers and prepared Power BI packages for eight departments
Challenges

Where business intelligence helps day to day.

Three typical situations around reports and KPIs, and what changes with a shared data foundation.

  1. “The monthly report costs us days every time.”

    Today

    Figures are copied from several systems into Excel, checked and formatted. By the time the report is finished, it is already out of date.

  2. “Sales and controlling have different revenue figures.”

    Today

    Every department calculates with its own lists and its own definitions. Meetings end up debating numbers instead of actions.

  3. “We only see deviations when it’s too late.”

    Today

    The budget is exceeded, inventory is too high or a project is getting out of hand. Nobody notices until the quarterly report.

For whom

Is business intelligence right for you?

An honest assessment up front. If more of the right-hand column applies, NAVAX will tell you so in the conversation.

Tap the statements that apply to you.

A good fit if …

Another route is better if …

Your result
Nothing selected yet.

Select the statements above that apply to you. This is where you will see whether a conversation is worth it.

Services

NAVAX services for business intelligence.

From prepared KPIs for individual departments to a data platform. You start where the most time is lost today.

  • Employee working at several monitors, a colleague in the background

    Power BI packages for your departments

    You do not start from scratch. For eight departments, from finance and sales to purchasing, inventory and production, there are prepared Power BI packages with the most important KPIs, such as liquidity, contribution margin or days on hand. NAVAX adapts them to your data.

    All eight packages under Power BI consulting
    Power BIPackages
  • Screens with program code, a hand pointing at them with a pen

    Data connections and custom dashboards

    NAVAX connects Power BI to your sources, for example Microsoft Dynamics 365 Business Central, Dynamics 365 CRM or Excel, and builds a clean data model. On top of it, dashboards and reports answer your questions. Departments can then analyze data themselves without asking IT every time (self-service BI).

    More on Business Central
    Business CentralDynamics 365Excel
  • Two colleagues discussing a sketch on a digital whiteboard

    Data platform and AI

    As data volumes and sources grow, Microsoft Fabric combines data integration, data warehouse and Power BI on one platform. On that basis, AI-powered forecasts and Copilot in Power BI help you spot trends earlier and ask questions of your data in plain language.

    More on Microsoft Fabric
    Microsoft FabricCopilot
Process

How your business intelligence project works.

Four steps from the question of which figures you need to the report your team works with every day.

  1. 1

    Define KPIs

    Together we clarify which decisions the dashboards should support and which KPIs they require.

    What you have afterwards

    A list of KPIs and the decisions they are needed for.

  2. 2

    Connect data

    We connect your sources, check data quality and build the data model.

    What you have afterwards

    A data model with connected sources and a clear view of data quality.

  3. 3

    Build dashboards

    A first version is built with your department. You test it with real figures, and we improve it.

    What you have afterwards

    Dashboards your department has checked with real figures.

  4. 4

    Roll out and support

    We train your users, release the reports and support you in ongoing operations.

    What you have afterwards

    Released reports and a team that works with them.

NAVAX in numbers

We don’t just implement. We stay.

NAVAX builds its own software and has been running it for years. That is why we know what a system has to withstand in its tenth year.

30
Years in business
330
People
1,000+
Projects
8 locations in Austria and Germany
Microsoft Solutions PartnerISO 27001 certified (Information Security Management)
Microsoft Solutions Partner for Business Applications. ISO 27001 certified.
FAQ

Frequently asked questions about business intelligence.

What people often ask before a first conversation. If your question is missing, ask NAVAX directly.

What is meant by business intelligence?

Business intelligence covers the methods and tools companies use to collect, prepare, analyze and clearly present data. There are typically four steps: loading data from sources such as ERP and CRM (ETL), storing it centrally, for example in a data warehouse, analyzing it and presenting it in dashboards. The aim is the systematic analysis of company data for fact-based decisions.

What business intelligence solutions are there?

The best-known BI tools include Microsoft Power BI, Tableau, Qlik and SAP Analytics Cloud. NAVAX relies on Power BI because it connects directly to Microsoft Dynamics 365, Excel and Microsoft 365, and many employees already know how to use it from everyday Office work.

What is the difference between business intelligence and business analytics?

Business intelligence shows what has happened and where your company stands today. Business analytics also asks why something happened and what comes next, for example with statistical models and forecasts. In practice, the two terms are often used together.

Does business intelligence make sense for small and mid-sized businesses?

Yes. Small and mid-sized companies in particular save a lot of time when reports are no longer built by hand in Excel. With prepared Power BI packages and standard connections, for example to Business Central, you do not need your own data department.

What does a business intelligence consultant do?

A BI consultant translates business questions into KPIs, connects data sources, builds the data model and dashboards and trains users. Because many KPIs come from ERP and CRM, it helps when the consultants also know these systems.

What are examples of business intelligence?

Typical examples are a liquidity dashboard for management, a sales report with revenue and contribution margin per customer, or an inventory analysis with stock levels and days on hand. In production, BI shows overall equipment effectiveness and scrap rate per line, for example.

Do I need a data warehouse for business intelligence?

Not necessarily. To get started, Power BI with a direct connection to your ERP is often enough. A data warehouse pays off once you connect many sources, analyze large data volumes or want to keep historical data long term, for example in Microsoft Fabric.

What does self-service BI mean?

Self-service BI means that departments create and adjust their own analyses without asking IT every time. It requires a clean data model with clearly defined KPIs. NAVAX builds that with you and trains your team to use it.

How can I test a business intelligence solution?

The fastest way is a Power BI demo from NAVAX, in which NAVAX shows you dashboards for your department. Microsoft also offers a time-limited trial of Power BI.

See your figures in Power BI.

In a demo, NAVAX shows you what dashboards for your department look like and which data from your systems is suitable for them.

Read on

More on data & AI.

Related solutions and blog articles on Power BI, data platforms and the ERP many of your KPIs come from.