Frank Roberts & Sons Ltd


  • The finance team spent too much time extracting and maintaining data in Excel spreadsheets.
  • There was no single version of the truth, leading to confusion and disputes.
  • Reports had to be actively distributed by the finance team, which was an unnecessary overhead.
  • End users did not have the skills to be able to conduct ad-hoc analyses over their own data, which was a burden on IT.


  • Advice was given on how to make best use of a previous investment in Microsoft SQL Server and elements of the Microsoft Business Intelligence tool stack were deployed.
  • A sales reporting application was delivered using SQL Server Reporting Services, with a direct link from the sales data in SAP to a sales cube, thereby reducing the risk of errors occurring.
  • A sales cube was developed using SQL Server Analysis Services, which allowed for ad hoc reporting and analysis.
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  • No further investment in software was required.
  • SAP extracts and data loads no longer require any manual intervention, but are loaded automatically on a weekly basis.
  • All sales reports update instantly with new sales data, thus reducing the time spent on maintaining spreadsheets.
  • The data is easily manipulated, allowing the business to investigate problems and identify trends in sales.
  • The business now has a meaningful insight into the weekly sales across their products and customers.
  • The finance team now has more time to spend analysing their sales data.
Dave Kerby
Do you have a question? Call 01904 234 510 or Email Dave
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