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CONNECTING SALES AND FULFILMENT

Unifying Lead-to-Fulfillment for Better Order Visibility with Microsoft Fabric  

3

SAP systems connected in one platform

~35

Source tables consolidated for lifecycle reporting

50+

Governed KPIs and measures standardized

Revolutionizing Operational Efficiency with AI Solutions for Ahava

About the Client

The client is a global manufacturer of thermal management and cooling solutions for industrial, commercial, and refrigeration applications. Its products support customers across HVAC, manufacturing, data centres, power generation, and food processing.

Managing engineered products across global operations requires close coordination between sales and fulfilment teams. The client wanted to modernize its analytics to improve order visibility, understand lead times, and give business users reliable information for managing customer commitments.

Unveiling Success

Connecting the Order Journey from Lead to Delivery

The client’s order journey spanned SAP Cloud for Customer, SAP Configure-Price-Quote, and SAP S/4HANA. Each system captured a different part of the process, but there was no shared reporting foundation connecting leads, opportunities, quotations, approvals, sales orders, and deliveries.

Teams manually assembled information across systems to understand order progress. Incomplete record links and inconsistent performance measures made it difficult to determine whether delays originated in quote revisions, approval workflows, order processing, or fulfilment.

Kanerika delivered a Proof of Value for an Order Lead Time Analytics platform on Microsoft Fabric. The engagement brought approximately 35 source tables into one governed platform, connected related business records, and introduced shared reporting across sales and fulfilment. The objective was to make lead times measurable while establishing a foundation for broader enterprise analytics.

Client’s Challenges

  • Struggled to track orders across disconnected systems, limiting visibility into progress and making it difficult to manage customer commitments.
  • Relied on manual reporting across sales and fulfilment teams, delaying insights and diverting analysts from investigating critical business issues.
  • Lacked consistent performance measures and controlled regional access, making bottleneck analysis unreliable and limiting trusted reporting across global operations.

Our Solutions

  • Connected sales and fulfilment information in one view, helping teams follow each order’s progress and coordinate handoffs across departments. 
  • Automated recurring reporting and reconciliation, giving analysts reliable information and more time to investigate delays affecting orders and customer commitments. 
  • Standardized performance measures and introduced role-based dashboards, enabling business leaders to investigate bottlenecks while controlling access across regional teams. 

Tools and Technologies Deployed

Microsoft Fabric
Power BI Logo
SAP logo

Business Outcomes

Giving Business Teams a Clearer View of Order Progress and Delays

  • Connected Sales and Fulfilment Visibility

Established one view of the lead-to-delivery journey across three SAP systems. Teams could trace related records and understand order progress without assembling separate system reports.

  • Less Manual Reporting Work

Automated recurring data consolidation and reconciliation, reducing repetitive preparation work. Analysts could spend more time investigating operational issues and interpreting performance.

  • Measurable Lead Times and Bottlenecks

Made quote turnaround, approval cycles, order processing, and fulfilment timelines visible through shared measures. Leaders could identify where orders were waiting and prioritize areas requiring attention.

  • Consistent Reporting Across Regions

Aligned performance definitions, fiscal periods, and currency calculations. Regional and global teams gained a common basis for reviewing operational results.

  • Greater Confidence in Operational Data

Introduced validation controls and exception monitoring to check reporting completeness and identify discrepancies. Role-based access helped business users work with information appropriate to their responsibilities.

  • A Validated Path to Broader Analytics Adoption

The Proof of Value demonstrated how Microsoft Fabric could connect SAP data with governed operational reporting. Reusable pipelines and isolated delivery environments established a foundation for additional systems, business domains, and future self-service analytics.

Elevating Business Performance with Real-time Analytics
Enhancing Data Integration Capabilities with Generative AI

Why Kanerika?

Kanerika is an automation-first data & AI solutions company helping enterprises modernize data platforms, accelerate AI adoption, and streamline operations at scale. Our core offerings span data engineering, agentic AI, and data platform migrations, powered by FLIP, our intelligent workflow automation platform. We are a Microsoft Solutions Partner with a global delivery footprint, and we hold certifications including ISO 9001, 27001 & 27701, SOC II, and CMMI Level 3.

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