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Request for Proposal (RFP) Enterprise Business Intelligence & Executive Dashboard Development Project Overview We are seeking an experienced Business Intelligence consultant or development team to design and implement an enterprise reporting and dashboard solution for our manufacturing business. Our objective is to create a centralized reporting platform that consolidates data from multiple business systems into meaningful dashboards and reports, providing management with accurate, timely, and actionable information across all departments. This engagement will be completed in two phases. The first phase will focus on business analysis, requirements gathering, KPI development, and solution design. The second phase will involve the development and implementation of the reporting platform based on the approved requirements. We are looking for a partner who can contribute to the design of the solution, challenge assumptions where appropriate, recommend industry best practices, and build a reporting environment that will continue to grow with the business. ⸻ Phase 1 – Discovery & Solution Design Before any dashboards are developed, we want to invest the necessary time to ensure the reporting requirements are clearly defined. This phase should include: * Discovery sessions with management and department leaders * Review of current business processes * Identification and definition of key performance indicators (KPIs) * Identification of reporting requirements by department * Review of existing data sources and data quality * Data modelling recommendations * Dashboard planning and wireframes * Definition of drill-down paths * Documentation of business rules and KPI calculations * Recommendations for future scalability At the conclusion of this phase, we expect to have a complete roadmap for development before implementation begins. ⸻ Phase 2 – Dashboard Development Following approval of the solution design, the selected consultant will develop the reporting platform. Power BI is our preferred platform, although we are open to recommendations if another solution better meets the project’s objectives. The completed solution should include: * Executive dashboards * Department-specific dashboards * Interactive reports * Drill-through functionality * Scheduled data refreshes * Role-based security * Mobile-friendly layouts where appropriate * Well-documented data models * Documentation to support future maintenance and expansion ⸻ Business Areas The reporting platform should provide visibility into the following areas: Executive Management Company-wide performance Financial summary Operational performance Sales performance Production performance Inventory health Cash flow Forecast vs. actual performance Strategic KPI scorecards ⸻ Finance Revenue Gross margin Net profit Operating expenses Cost of goods sold Accounts receivable Accounts payable Inventory valuation Budget vs. actual Sales by customer Sales by product Profitability analysis Cash flow reporting ⸻ Sales & Customer Service Sales performance Sales by customer Sales by product Sales trends Customer profitability Open quotations Order backlog Order conversion rates Sales forecasting Customer retention New customer acquisition ⸻ Manufacturing Production schedule Manufacturing orders Work orders Capacity utilization Machine utilization Labour efficiency Production efficiency Scrap Yield Downtime Production bottlenecks Lead times Cycle times ⸻ Inventory Inventory valuation Inventory turns Inventory accuracy ABC analysis Slow-moving inventory Dead stock Stock shortages Backorders Warehouse inventory Minimum and maximum stock levels Cycle count reporting ⸻ Purchasing Purchase order status Supplier performance Vendor lead times Purchase spend Price variance Supplier scorecards MRP recommendations Open purchase orders ⸻ Human Resources Headcount Attendance Overtime Employee turnover Training Safety metrics Labour costs Productivity metrics ⸻ Data Sources The reporting solution will need to consolidate information from multiple sources, including but not limited to: * Sage Accounting * MISys Manufacturing * Microsoft Excel * CSV imports * Other internal business systems * Additional systems that may be introduced in the future The solution should be designed to accommodate future expansion without requiring significant redevelopment. ⸻ Dashboard Functionality The dashboards should support interactive exploration of data. Examples include: Company Revenue → Customer → Sales Order → Invoice → Invoice Line Inventory Value → Warehouse → Location → Item → Transaction History Production → Manufacturing Order → Work Order → Operation → Labour and Material Consumption Users should be able to begin with high-level summaries and drill down into the underlying transactions that make up each metric. ⸻ Deliverables At a minimum, we expect the following: * Business Requirements Document * KPI Definitions * Data Dictionary * Data Model Documentation * Dashboard Wireframes * Final Dashboards and Reports * Documentation describing calculations, relationships, and refresh processes * User documentation sufficient for future maintenance ⸻ Preferred Qualifications Please highlight experience with: * Power BI * SQL * Data modelling * Manufacturing environments * ERP systems * Sage * MISys or similar manufacturing software * Executive reporting * Financial reporting * Production reporting Experience working with manufacturing companies is considered a significant advantage. ⸻ Proposal Requirements Please include the following in your proposal: * Company or individual background * Relevant project experience * Examples or screenshots of previous work * References (if available) * Your proposed approach to this project * Estimated timeline * Estimated cost for Phase 1 (Discovery & Solution Design) * Estimated cost for Phase 2 (Development & Implementation) ⸻ Additional Information We are not looking for someone to simply build dashboards from a list of requested reports. We are looking for a consultant who can work with our team to determine what information is most valuable to the business, recommend best practices, and design a reporting environment that supports informed decision-making across the organization. This project has the potential to evolve into a long-term engagement as additional reporting requirements and data sources are identified.
Project ID: 40567643
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A Warm Hello! We are readily available to start working on this project! Thank you for sharing your comprehensive RFP. We appreciate that your objective extends beyond dashboard development. We will help you in strategic Business Intelligence partner who can help design a scalable reporting ecosystem that delivers meaningful insights across your manufacturing organization. We establish a centralized BI platform that: - Consolidates data from Sage, MISys Manufacturing, Excel, CSVs, and future systems. - Delivers executive and departmental dashboards with interactive drill-through capabilities. - Defines standardized KPIs and business rules across departments. - Supports secure, role-based access. - Provides scalable data models that can accommodate future business growth. - Enables management to make informed decisions using trusted, real-time information. We look forward to the opportunity to partner with your team and build a Business Intelligence platform that delivers lasting value and grows alongside your organization. Kind regards, Ana
$10,000 CAD in 70 days
7.8
7.8

As a seasoned expert in Business Intelligence, I am readily equipped to handle every aspect of your project. My expertise in data analysis, modeling, and visualization, accompanied by my mastery of the Power BI platform make your preferred solution within easy reach. I've specifically honed my skills in using dashboards and KPI indicators to showcase complex information in a simplified and interactive manner, which is essential for a comprehensive business intelligence system. Moreover, I share your strategic vision of building a scalable reporting environment. My approach has always been rooted in optimization - be it operational processes or technical functionality - and I ensure each solution I design caters to not just current but also future demands. This testament is seen in my sophisticated financial models and efficiency-driven inventory systems that promise meaningful insights and streamlined performance. Explore my impressive profile here: https://www.freelancer.pk/u/utrathore3 . Note: "Delivering success is our commitment. To achieve this, we carefully assess your project's scope, and then provide customized costs and timelines that meet your unique needs." Thanks and Best Regards, Usman Tariq Rathore Work-Nix Solutions
$7,500 CAD in 1 day
7.1
7.1

As a seasoned Full Stack Developer with over 11 years of experience, I'm confident in my ability to tackle the Business Intelligence Dashboard Development project. My expertise in Java, Spring Boot, React, Angular, Node.js, and more aligns perfectly with your needs for a comprehensive reporting platform. I understand that the first phase of your project is rooted in extensive data analysis and solution design. My proficiency in SQL and significant experience developing backend systems will allow me to effectively gather requirements, identify key performance indicators (KPIs), define business rules and drill-down paths, and recommend efficient data modeling strategies. As a consultant, I prioritize close collaboration with clients to ensure their unique needs are met. When it comes to Phase 2, my skills in Power BI and other cutting-edge technologies you may need for the implementation stage guarantee a polished end product. My previous work on financial systems, microservices architecture, API integrations and more have honed my ability to develop interactive dashboards/scripts, carry out scheduled data refreshes, enforce role-based security measures and provide easily accessible mobile-friendly layouts. Finally, I want to highlight my commitment to scalability and documentation. Building a system that can evolve with your business demands thoughtful planning - an aspect I thrive in.
$5,000 CAD in 15 days
7.2
7.2

Hello Client, This is definitely possible. I can see you're looking for more than just dashboards — you need a consultant who will work with your team to define the right KPIs, challenge assumptions, and design a scalable reporting environment that actually drives decision-making across your manufacturing business. I'm confident I can guide you through both phases — from discovery and requirements gathering to building a clean, interactive Power BI solution that consolidates data from Sage, MISys, Excel, and beyond — with role-based security, drill-through, and documentation that keeps everything maintainable as you grow. Thank you, Ayaz Akhtar
$5,000 CAD in 1 day
6.3
6.3

⭐⭐⭐⭐⭐ Build Your Business Intelligence Dashboard for Effective Reporting ❇️ Hi My Friend, I hope you're doing well. I reviewed your project needs and see you're looking for a Business Intelligence consultant. Look no further; Zohaib is here to help! My team has successfully completed over 50 similar projects in BI solutions. I will work closely with you to define requirements, develop KPIs, and create an efficient reporting platform that meets your needs. ➡️ Why Me? I can easily manage your Business Intelligence project as I have 5 years of experience in data analysis, dashboard design, and reporting solutions. My skills include SQL, Power BI, and data modeling, ensuring a smooth process from discovery to implementation. I also have a strong grip on ERP systems and manufacturing environments, making me a great fit for your project. ➡️ Let's have a quick chat to discuss your project in detail. I can share samples of my previous work and how I plan to deliver the best solution for you. I look forward to our conversation! ➡️ Skills & Experience: ✅ Power BI ✅ SQL ✅ Data Modeling ✅ Dashboard Design ✅ KPI Development ✅ Reporting Solutions ✅ Data Analysis ✅ Business Process Review ✅ Interactive Reports ✅ Documentation ✅ ERP Systems ✅ Manufacturing Software Waiting for your response! Best Regards, Zohaib
$6,000 CAD in 2 days
5.3
5.3

Hi I understand you are looking for an enterprise BI solution to consolidate data from Sage, MISys, Excel, and other sources into centralized, actionable dashboards and reports, with a two-phase approach: discovery and solution design, followed by development and implementation of Power BI-based dashboards that scale with the business. I bring hands-on experience in data modelling, SQL, and manufacturing-focused reporting, with a track record of turning multiple data sources into executive dashboards and department-level analytics. My approach is practical and outcomes-driven: define KPIs, design a scalable data model, and deliver repeatable reporting patterns and documentation that your team can maintain and extend. For this project, I would structure Phase 1 as cross-functional discovery and design sessions to lock down KPI definitions, data quality, data source mapping, and initial wireframes. Phase 2 would implement the data model, Power BI dashboards (executive, department-specific, and interactive reports), drill-through paths, scheduled refreshes, and role-based security, followed by comprehensive documentation and training materials. The outcome is a clear roadmap and a working, scalable BI environment that aligns with your governance and expansion plans. I can also provide detailed data dictionary, KPI definitions, data model diagrams, and dashboard wireframes to support maintenance and future growth. Best, Justin
$5,000 CAD in 7 days
5.5
5.5

Dear , We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in SQL, Business Analysis, Data Warehousing, Business Intelligence, Documentation, Data Visualization, Data Analysis, Data Integration, Power BI, Data Modeling and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
$7,624 CAD in 5 days
5.3
5.3

I am an experienced Business Intelligence consultant with a robust background in designing enterprise reporting solutions tailored for manufacturing environments. I have extensive experience working with Power BI, SQL, and various ERP systems like Sage and MISys Manufacturing, ensuring I can effectively consolidate data from multiple systems into dynamic dashboards and reports. My proficiency in data modeling, coupled with a deep understanding of reporting requirements across business areas such as finance, sales, and production, aligns well with the objectives outlined in your RFP. I have worked on numerous projects involving KPI development and interactive dashboard creation that deliver actionable insights and facilitate informed decision-making. I am keen to discuss how my approach could meet and exceed your expectations for this project. I welcome the opportunity to contribute and ensure the solution is scalable and supports your strategic goals. Could we schedule a time to further discuss your specific needs and timelines?
$8,500 CAD in 30 days
5.2
5.2

As a seasoned data analyst with a strong background in MS Excel, web scraping, and data mining, I am confident in my ability to meet your specific needs for this business intelligence project. My extensive experience in similar engagements has honed my skills for detailed work - an absolute necessity when building reporting environments. I especially enjoy the initial phase of discovery, where gathering insights from management and department leaders is crucial for identifying key performance indicators (KPIs). From there, I bring these figures to life with interactive reports, drill-through functionality and dashboard planning that align well with the objectives of your enterprise. Moreover, my proficiency in Power BI makes me a perfect fit for your preferred platform. However, I remain open to recommendations that can also be evaluated to ensure we meet your project objectives with the utmost effectiveness. Choose me, and together we can create a robust reporting environment that not only meets your needs today but can also scale with your business as it grows.
$7,500 CAD in 4 days
5.0
5.0

Hi, I’m Puru — thanks for posting your `Business Intelligence Dashboard Development`. We’ve read the description carefully and are ready to move forward as soon as we align on a few details. With 8+ years of experience in SQL, Business Analysis, Data Warehousing, Business Intelligence, Documentation, Data Visualization, Data Analysis, Data Integration, Power BI and Data Modeling and a strong track record of 100+ global clients across 25+ countries, we specialize in delivering high-quality, scalable solutions. Our work has helped: * Automate workflows that saved clients hundreds of engineering hours * Drive measurable ROI, including $500K+ ARR and millions in client revenue * Launch MVPs to production in record time with high stability As a top 1% agency, we focus on impact, speed, and reliability—backed by 100+ 5-star reviews. Check out my portfolio: https://www.freelancer.com/u/Guptapuru304 Let’s bring your project to life—We're ready to start right away. Best regards, Puru
$10,000 CAD in 50 days
4.9
4.9

Hi, Aashiq (Ash) here from Cape Town, South Africa. This project instantly caught my eye, so I had to reach out. I see you’re looking for an experienced consultant to create a centralized reporting platform that consolidates data from multiple systems into actionable dashboards. It’s clear you want to ensure that management has accurate, timely insights across all departments. I've spent years helping manufacturing businesses enhance their performance through tailored BI solutions, including Power BI. I’m confident I can help you achieve the results you want. Feel free to ask for samples of my previous work. Based on what you mentioned, here is how we would approach the project: - Conduct discovery sessions with your team to gather requirements. - Define KPIs and review current business processes. - Develop a comprehensive solution design and wireframes before implementation. You can count on clear communication throughout the process, ensuring a user-focused solution optimized for performance and scalability. Best Regards, Aashiq
$5,000 CAD in 7 days
4.7
4.7

My proficiency in React, Node.js, and WordPress aligns well with your project needs. I can meticulously design the drill-down paths, wireframes, and dashboards in line with your specific data modeling recommendations. DatenDocumentation is also one of my strong suits; I will ensure your business rules and KPI calculations are well-documented for smooth future maintenance/expansion. In my projects, like yours, communication is key - drawing out your vision and expertise while infusing them into a scalable solution is always at the core of my delivery. I approach each task in a methodical manner - fully understanding your business goals first before recommending avenues that will drive long-term efficiency and growth. Rather than settling for quick fixes or bloatware solutions, I focus on delivering smart platforms that transcend passing trends - saving you valuable time and money in the long run. Let's build an intelligent facility together!
$8,500 CAD in 7 days
4.2
4.2

Hi, I've carefully reviewed your RFP, and this is exactly the type of BI project I enjoy delivering. I have already developed similar enterprise reporting platforms for manufacturing and business operations using Power BI, SQL, and well-structured data models, bringing together data from ERP systems, accounting software, Excel, and other business sources into a single executive reporting environment. My approach would be: • Phase 1: Discovery workshops, business process review, KPI definition, data assessment, data model design, dashboard wireframes, and documentation. • Phase 2: Build scalable Power BI dashboards with drill-through capabilities, role-based security, scheduled refreshes, optimized data models, and complete technical documentation for future expansion. I focus on building reporting solutions that provide meaningful business insights—not just attractive dashboards—while ensuring the platform remains scalable as new systems are introduced. A couple of questions: Will Power BI connect directly to Sage and MISys databases, or do you currently use an intermediate SQL data warehouse? Approximately how many users and departments will require role-based dashboard access? I'd be happy to discuss your reporting goals and share examples of similar BI solutions I've built. Looking forward to hearing from you! Thanks
$7,500 CAD in 7 days
4.4
4.4

With a background in Business Intelligence and dashboard development, I understand the importance of consolidating data for actionable insights. I have successfully designed similar reporting solutions for manufacturing businesses, ensuring accurate and timely information for decision-making. How do you envision user interaction within the dashboards to enhance usability and engagement? Regards, Yogesh Kumar
$8,150 CAD in 6 days
4.1
4.1

Hello. I can design and implement your enterprise Power BI solution across both phases, connecting Sage, MISys, and your operational files into a unified star-schema data model that provides your executive team with high-level summaries and multi-level transactional drill-downs. Let’s chat and get started. George
$5,000 CAD in 30 days
3.6
3.6

⚠️ If you're not happy, you don’t pay. ⚠️ Hi there, Thank you for sharing the detailed project brief. I can build your Enterprise Business Intelligence & Executive Dashboard using Power BI with a scalable and interactive design. I will deliver: • Comprehensive Discovery Sessions • Defined KPIs & Reporting Requirements • Interactive Executive & Department-specific Dashboards • Role-based Security Features • Mobile-friendly Layouts • Well-documented Data Models • Detailed Documentation for Maintenance You will also receive: • Ongoing Support for Maintenance & Expansion I am confident I can execute your vision professionally and efficiently. Looking forward to discussing timeline and next steps. Best regards, Chirag
$5,000 CAD in 7 days
3.4
3.4

Your data warehouse will fail if you try to consolidate manufacturing, finance, and sales systems without a proper ETL layer that handles schema conflicts and refresh dependencies. Most BI projects stall because teams skip data modeling and jump straight to dashboards. Quick questions - what ERP or manufacturing system are you pulling production data from? And are you planning daily refreshes or real-time streaming for executive dashboards? Here is the architectural approach: - DATA WAREHOUSING: Build a star schema warehouse with conformed dimensions across finance, sales, and manufacturing to eliminate duplicate KPIs and ensure single source of truth. - POWER BI: Design role-based dashboards with drill-through paths from executive scorecards down to transactional detail, using DAX measures that match your business rules documentation. - DATA INTEGRATION: Implement incremental ETL pipelines that handle schema drift from your ERP without breaking downstream reports during system updates. I have built similar multi-department BI platforms for 4 manufacturing clients where Phase 1 discovery prevented costly rework during development. Let's schedule a 20-minute call to walk through your current data sources before you finalize the RFP scope.
$6,750 CAD in 30 days
4.2
4.2

With extensive experience in data analysis, data modeling, and integrating diverse data sources, I am well-equipped to deliver a comprehensive Business Intelligence Dashboard tailored for your manufacturing enterprise. My expertise with SQL and Power BI will ensure the development of intuitive, scalable dashboards that support strategic decision-making. I excel in collaborating with cross-functional teams to define KPIs, document business rules, and design future-proof data models. Understanding manufacturing environments and ERP systems enhances my ability to create targeted, actionable reports. I am committed to guiding your team through a thorough discovery process, ensuring the final product aligns perfectly with your needs. My approach emphasizes clarity, usability, and future scalability, which are critical for a successful BI implementation. I look forward to helping transform your data into a strategic asset, fostering growth and efficiency throughout your organization. A phased approach ensures precision and quality at each step. Starting with detailed requirements gathering, progressing to efficient dashboard development, and culminating in comprehensive documentation will deliver lasting value.
$7,500 CAD in 30 days
3.1
3.1

Enterprise Business Intelligence & Executive Dashboard Development We can lead both phases: discovery/solution design and Power BI (preferred) implementation, tailored to a manufacturing environment that consolidates Sage, MISys, Excel, and CSV sources into one governed reporting layer. Approach Phase 1 (Discovery & Solution Design): run management and department discovery, map current processes to KPIs, assess data sources and quality, define KPI calculations and drill paths, and produce a complete development roadmap including data modelling recommendations, dashboard wireframes, and scalability guidance. We’ll document rules, relationships, KPI logic, and refresh strategy so the solution remains maintainable as new systems are added. Phase 2 (Development & Implementation): build executive and department dashboards, interactive reports, drill-through experiences (e.g., Revenue → Customer → Sales Order → Invoice), scheduled refreshes, role-based security, and mobile-friendly layouts where appropriate. We’ll deliver well-documented data models and maintenance-ready documentation for future expansion. Why this fits You’re not asking for a basic report build, you need an analytics partner to challenge assumptions, recommend best practices, and deliver actionable operational and financial insight across Sales, Finance, Manufacturing, Inventory, Purchasing, and HR.
$5,000 CAD in 2 days
2.0
2.0

Hi, There Your RFP is the right way to approach BI: before building dashboards, the KPIs, data quality, business rules, drill-down paths, and data model need to be clearly defined. I can help deliver this in two structured phases for your manufacturing environment across finance, sales, production, inventory, purchasing, HR, and executive reporting. I have 4+ years of experience with Power BI, SQL, data modelling, KPI development, dashboard wireframes, data integration, reporting documentation, Excel/CSV sources, ERP-style data, and executive dashboards. My approach would start with discovery sessions, source review, KPI definitions, data dictionary, business rules, dashboard wireframes, and a development roadmap. After approval, I’d build Power BI dashboards with clean models, drill-through reporting, scheduled refreshes, role-based access, and maintenance documentation. For Phase 1, estimated cost would be around CAD 2,000–3,000 depending on stakeholder sessions and data-source complexity. Phase 2 would be around CAD 5,000–7,000+ depending on final dashboard count, integrations, security, and refresh setup. Timeline: 2–3 weeks for discovery/design and 5–8 weeks for development/implementation. I can share relevant BI/dashboard examples during discussion and would focus on building a reporting system that is scalable, documented, and useful for real management decisions. Waqas Ahmad
$7,500 CAD in 7 days
1.7
1.7

Winnipeg, Canada
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