Learn How Total Terminals International (TTI) Automated Their Sync Process From ERP Fusion to the FTP Server

Jade Global helped TTI by setting up a Microsoft Cloud Solution platform for Data Integration and Data Warehousing in Power BI for Financial Reporting. As part of the project, Jade designed Finance data models and helped curate data from multiple sources such as ERP fusion and files into a single Data Warehouse in Power BI. Jade designed and built analytical capabilities for AR Aging, AP Aging, Account Analysis, and Financial Statements.

The major challenge was that data was scattered across sources and business users had a tough time collating data in a single worksheet, and then creating an analysis. The Financial Reporting solution provided by Jade helped ease their manual efforts and helped with faster and better analysis and decision-making.

Client:Total Terminals International (TTI)

Industry:Marine Terminal

About the Client

TTI, established in 1991, is a full-service marine terminal and stevedore operator along the U.S. West Coast and their corporate headquarters is in Long Beach, California.

TTI currently services the vessels and cargo of their anchor customers, MSC and Hyundai, while accommodating several other steamship line businesses.

Products & Services

  • Data Modelling
    • Built Finance Data Models
  • Data Integration
    • Created and scheduled BIP reports to extract data to the FTP server
    • Implemented SSIS maps to load data in Data Warehouse in Power BI
  • Analytics
    • Power BI Reports

Business Requirements

  • Enable Microsoft platforms for Data Integration, Data Warehousing, and Reporting for Finance Fusion Cloud
  • Design and implement a data warehouse in Power BI to store financial data
  • Design and implement power BI for financial reporting and analytics capabilities for AR Aging, AP Aging, Account Analysis, and Financial Statements
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Business Challenges

FTP server

Setting up an FTP server solution for extracting data from ERP Fusion

Fusion OTBI reporting

TTI in existing Fusion OTBI reporting could not add PO Numbers to the report. They had to follow multiple manual iterations to get everything in one report and implementing the same in MSBI was challenging.

The Solution Implementation

Implementation Approach:

Jade proposed implementing Data Warehousing and Analytics Solution for TTI by following a proven and strategic framework, while incrementally implementing and rolling it out to TTI business users. Jade Identified the reports which were critical for their business and prioritized them accordingly.

  • Agile Methodology was followed in the implementation of the reports.
  • Jade discussed the financial reporting requirements with the users and finalized the report prototype.
  • Executed and delivered a set of defined reports and dashboards in a phased manner to ensure business continuity and user adoption.

Deliverables

  • Designed and implemented Finance data models following best practice standards.
  • Successfully implemented the Data Integration layer to extract data from ERP Fusion.
    • Created and scheduled BIP reports to extract data to the FTP server
    • Implemented SSIS maps to load data in Data Warehouse in Power BI.
  • Built 4 Dashboard and 10+ Power BI reports for Finance AR Aging, AP Aging, Account Analysis, and Financial Statements.

The Business Benefits

  • Analytics solution on BI platforms for better scaling and performance optimization.
  • Integrated enterprise data warehousing solution.
  • Automated Sync process from ERP Fusion to FTP server.
  • Better visibility and decision-making with integrated analytical solutions and a single source of truth.

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