AI Readiness for Financial & Operational Reporting

Client Snapshot

A growing manufacturing organization needed to modernize fragmented operational and financial reporting environments to improve enterprise visibility, accelerate decision-making, and prepare its data foundation for future AI and Microsoft Copilot initiatives

The Challenge

The organization relied on siloed ERP reporting, manual Excel workflows, and disparate KPI logic across departments. As a result, leadership lacked visibility into operational and financial metrics, hindering the identification of bottlenecks, the optimization of production, and timely decision-making.

  • Disconnected operational and financial reporting
  • Manual reconciliation across ERP and reporting environments
  • Inconsistent KPI definitions across departments
  • Limited production and inventory visibility
  • Slow reporting cycles dependent on Excel workflows
  • Lack of an AI-ready reporting and data foundation

The Approach

WG Consulting engaged with the client and, through a robust analytics and ERP integration strategy, modernized operational and financial reporting.

Key Initiatives Included

  • Integrated Epicor ERP data into centralized reporting models
  • Developed optimized SQL reporting architecture reducing 1200 live connections to 12 gold-standard tables.
  • Standardized KPI logic across manufacturing and finance operations
  • Built executive Power BI dashboards for operational and financial visibility.
  • Automated reporting workflows previously dependent on manual Excel consolidation
  • Created scalable, AI-ready reporting structures aligned to operational business functions

The Result

WG Consulting empowered leadership to gain comprehensive visibility across production, inventory, and financial performance.

  • Reduce manual reporting and reconciliation efforts.
  • Accelerate reporting cycles and executive access to operational KPIs
  • Increase confidence in enterprise reporting consistency.
  • Establish a scalable, AI-ready analytics foundation for future growth and Microsoft Copilot adoption.