Itera is a company that has over 500 employees across six countries and several hundred customers. In order to support its high level of activity and promote a more data-driven approach, we have implemented the Microsoft 365 solution Power BI. The result is that the company continually has an overview of all its activities – at all times.
Before Itera introduced Power BI, it used an independent ERP system and exported data to Excel each time it wanted to produce a report. This system did not offer good reporting and visualisation options, and this could result in variability in terms of the quality of the data and how governance reports were designed.
Itera therefore saw that it needed to move to a solution that would facilitate effective reports on all areas that could also be easily shared with decision-makers across the organisation.
Itera’s implementation of Power BI started as an initiative in its own finance department, with assistance from the IT department. In order to define the different report requirements within the organisation, we appointed one of our own UX designers during the start-up phase.
Initially, the tool was used by Itera’s financial controllers to create modern and user-friendly reports. Separate reports for Itera’s other departments and decision-makers were then developed. The reports generated in Power BI are now used by the entire organisation, and new reports are developed as the need arises.
Power BI is used in particular to keep track of sales and deliveries as well as consultants working at customer locations. It gives us simple access to data that it would otherwise have been difficult to obtain, and we can compile information in a dynamic way, which was not possible before.
Power BI is now the reporting tool that Itera uses to manage its activities.
Everything from overall group figures right down to each individual consultant’s allocation and time-keeping are easily available. We have developed a range of standardised reports that are made available to everyone who needs them, in addition to departments being able to drill down into the data and to create any new reports they need. Security and access management are defined directly within the solutions to ensure that users only have access to the data they are authorised to see.
A separate framework has also been set up in relation to how the reports are to be used, which is owned by the finance department. We are striving to be even more data-driven and are therefore encouraging all decision-makers to make active use of the reports so that we all use the same basic data when making decisions.
Thanks to Power BI, Itera has gained greater control over essential areas of its organisation, such as its sales results, its consultants’ work plans and project governance. The reports also give us the insights we need to work more smartly and efficiently.
“Microsoft is investing heavily in Power BI and launches new functions every month, not least in relation to artificial intelligence, which we are integrating into our dashboards. This means that the solution can be trained to give intelligent answers and to make predictions. Clear questions can also be asked about why the numbers are as they are, and Power BI can display the effect of the most important drivers behind them”, explains Bent Hammer, CFO at Itera.
“We have gone from using a mass of Excel files as our data source to tightening things up and only using one data model. Everyone uses the same data source and the same reports. We develop the reports continually on the basis of feedback from users. This is absolutely the future”, comments Merete Jordal, CIO at Itera.