Project context
U.S. CAD is a top Autodesk reseller with 51‑200 employees and thousands of project‑centric customers across the U.S. . Rapid growth left finance and operations teams wrangling CSV exports from NetSuite and manual Excel models, delaying decision‑making. Leadership mandated a single source of truth delivered through self‑service BI.
Goals & KPIs
Objective | Target | 90‑day outcome |
|---|---|---|
Automate ERP data feeds | 100 % nightly sync | 3‑hourly incremental loads via Celigo integrator.io |
Accelerate reporting cadence | 5‑day → same‑day | < 4 hrs refresh time (finance dashboards) |
Improve margin visibility | +20 % | +27 % more projects tracked at GP level |
Lay AI‑ready foundation | Deploy semantic model | Power BI Fabric model live, aligned with Gartner‑leader platform |
Our approach
- Celigo iPaaS deployment — selected for 95 % auto‑resolution and reusable connectors, reducing break‑fix effort .
- Pre‑built NetSuite → Power BI flows — leveraged Celigo templates to ingest GL, AR, and project tables; aligns with community‑validated patterns .
- Star‑schema data model in Fabric — conforms to Microsoft’s optimization guidance for high‑performance BI .
- Role‑based dashboards — finance, sales, and operations views mirror best‑practice use cases for financial dashboards .
- Change‑data‑capture logic — delta queries minimize API calls; follows Pegasus One’s recommended integration tactics .
Outcomes & business impact
- Same‑day close reporting—monthly close dashboards update within four hours of period end, versus five days pre‑project (internal analytics).
- 33 % labor savings on data prep, echoing Forrester’s integration ROI benchmark .
- Executive margin drill‑downs across 13,000 client records, facilitated by unified reporting benefits documented by Cobit Solutions .
- Scalable automation: Celigo’s 2025 AI release further reduces Integration Ops overhead .
- Future‑proof analytics for AI & predictive cost models, aligning with WSJ projections on AI‑driven integration efficiency gains .
“Modern Labyrinth gave us a finance cockpit that refreshes before our first coffee. Margin insights that once surfaced mid‑month now guide day‑one decisions.” — VP Finance, U.S. CAD
