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BI and ERP: Uniting Operational and Strategic Data to Steer Industry with Precision

Auteur n°4 – Mariami

By Mariami Minadze
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Summary – Faced with the explosion of operational and strategic data, Swiss industry can no longer manage its flows with Excel or ERP silos: it needs a unified, traceable data foundation integrating ETL pipelines, dimensional models and a single KPI repository. By orchestrating ERP, MES, CRM, IoT, PLM and open-source BI in a scalable cloud architecture, indicators, forecasts and real-time alerts are consolidated to steer production, quality and the supply chain with precision. Solution: deploy a modular, secure Modern Data Warehouse without vendor lock-in to turn data into a competitive advantage.

In the Swiss manufacturing sector, the proliferation of operational and strategic data requires moving beyond isolated Excel spreadsheets and siloed architectures. The challenge is to establish a robust data foundation that orchestrates ERP, BI, and AI within an open, scalable ecosystem.

This technical framework transforms data flows from procurement, production, or the supply chain into unified metrics, reliable forecasts, and proactive alerts. Far from linear approaches, industrial organizations gain agility and decision-making accuracy when they treat their data as a genuine product—governed, secured, and interoperable.

Consolidating a Reliable Data Foundation

Implementing robust ETL pipelines ensures the consistency and traceability of data sourced from the ERP. Dimensional modeling and KPI centralization create a single source of truth across the enterprise.

Designing Dependable ETL Pipelines

Extract-transform-load (ETL) pipelines must guarantee data quality from the moment of ingestion by applying validation rules and consistency checks. To explore data migration strategies and best practices, see our dedicated data migration article.

In an industrial context, ERP data covers procurement, production, and inventory management. A well-configured pipeline collects this information multiple times a day, applies business filters, and timestamps each processing stage. This approach enables tracking metric evolution and meeting internal audit requirements.

Monitoring errors and discrepancies via a control dashboard allows immediate response to missing or inconsistent data. This proactive oversight forms the first building block of a sustainable data foundation, facilitating scalability and the integration of new business systems.

Optimized Dimensional Modeling

The structure of dimensional models (fact and dimension tables) transforms raw data into analytical cubes tailored to use cases. Each metric becomes a measure linked to analysis axes such as time, production unit, or component type.

Star and snowflake schemas simplify complex query writing while ensuring high performance on large data warehouses. Explore our article on NoSQL databases to learn more.

Dimensional models maintain consistency across dashboards, whether for operational management or executive reporting. This consistency eliminates interpretation gaps and manual double-entry in Excel.

Centralizing Industrial Metrics

A unified KPI repository brings together production, quality, and cost indicators in a single analytical space. This centralization simplifies performance comparisons across factories and production lines.

Dynamic reports provide a consolidated view, with the option to create customized dashboards for every hierarchical level, from plant managers to CFOs. This approach ensures precise, strategy-aligned management.

Example: A Swiss mechanical components manufacturer consolidated its KPIs into a single data warehouse, cutting monthly reconciliation time by 40%. This case highlights the efficiency of a centralized data foundation, freeing teams from manual tasks and refocusing efforts on analysis and business value.

Integrating and Orchestrating Business Systems

Opening the ecosystem to MES, CRM, IoT, and PLM breaks ERP silos and enriches the decision-making perspective. Controlled orchestration of these components provides the cross-functional analysis essential for comprehensive management.

Connecting Production Metrics (MES)

Integrating Manufacturing Execution Systems (MES) captures real-time machine data, cycle times, and downtime events. When combined with ERP production orders, you gain an accurate view of equipment throughput and utilization.

This synchronization ensures alignment between planned schedules and actual execution, generating alerts for speed variances or scrap. It also feeds machine-load forecasting and maintenance planning models.

Example: A Swiss composite materials producer interfaced its MES with its ERP, automatically detecting performance drift on one production line. This example demonstrates the operational value of system integration for anticipating unplanned stoppages and optimizing equipment availability.

Synchronizing Customer and Supplier Data (CRM and ERP)

Automatic data exchange between CRM and ERP fosters seamless collaboration with customers and suppliers. Sales forecasts flow into the ERP to adjust purchase orders and plan production.

Conversely, inventory and delivery-time information from the ERP enriches the CRM, giving sales teams instant visibility into order feasibility. For deeper insights on CRM and ERP integration, see our dedicated article.

Unifying contacts, opportunities, and transactions ensures granular traceability of the entire sales cycle—from prospecting to invoicing, including delivery scheduling.

Leveraging IoT Sensors and PLM

Integrating IoT sensors into the data architecture enriches analysis with field metrics: temperature, flow, vibration, and energy consumption. These signals enable anomaly detection or feed predictive scenarios.

Product Lifecycle Management (PLM) adds the design dimension by linking bill-of-materials structures and engineering changes to operational workflows. This connection ensures every design modification is immediately reflected in production planning.

The convergence of PLM, ERP, and IoT creates a digital thread from R&D through on-site maintenance, ensuring technical information consistency and capturing field feedback for continuous improvement loops.

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Deploying Advanced Use Cases

Predictive scenarios and anomaly detection enhance industrial responsiveness. Financial simulations and supplier scoring optimize the value chain.

Load and Production Forecasting

Machine learning algorithms analyze order history, demand trends, and seasonal data to anticipate capacity needs. This predictive intelligence enables proactive planning of human and material resources.

By aligning forecasts with actual production line capacities, you can optimize scheduling and avoid overloading or idle periods. The tool generates scenarios and proposes the optimal trade-off between cost and lead time.

For example, a Swiss consumer goods SME implemented a demand forecasting model, reducing inventory costs by 18% while maintaining a service level above 97%. This case illustrates the power of automated forecasting to balance stock and production flows.

Proactive Anomaly Detection

Real-time processing of production metrics quickly identifies outliers or process drifts. Alerts can be configured on dynamic thresholds that account for seasonal variations or raw material constraints.

When an anomaly is detected, the system notifies operational leaders immediately, eliminating the wait for monthly reports. This proactive approach prevents scrap and minimizes incident impact on the supply chain.

By combining IoT sensor data with ERP logs, detection covers both product quality and machine performance, enabling predictive maintenance and continuous operational control.

Financial Simulations and Supplier Scoring

Financial simulations cross-analyze cost, margin, and cash-flow parameters to assess the impact of strategic scenarios (e.g., raw material price fluctuations or lead-time changes). They guide trade-off decisions among volume, inventory, and investment.

Supplier scoring assigns a performance index based on delivery reliability, component quality, and price stability. This metric informs negotiations and secures the supply chain.

Adopting an Open, Scalable BI Architecture

Open-source BI solutions and cloud data warehouses deliver maximum flexibility. Custom connectors ensure interoperability and system scalability.

Open-Source BI and No Vendor Lock-In

Free-and-open BI platforms like Metabase or Apache Superset offer unmatched customization and scalability. Access to source code enables feature adaptation without vendor dependency.

Avoiding vendor lock-in keeps companies in control of their roadmap and budget. Open-source communities also provide continuous support and regular updates.

This mindset fosters innovation and modularity: each component can be replaced or enhanced without risking the entire ecosystem.

Modern Cloud Data Warehouse

Cloud data warehouses like Snowflake or BigQuery combine massive storage with scalable computing power. They automatically adapt to query peaks and ensure consistent performance.

Resource elasticity in public or private clouds prevents costly overprovisioning and reduces operational footprint. Costs align with actual usage, supporting flexible financial governance.

Implementing a hybrid Data Lakehouse preserves raw data while offering optimized BI views without data loss.

Custom Connectors for Specific Needs

Custom connectors enable continuous data collection from proprietary systems or in-house applications. They ensure rapid KPI refresh in dashboards.

Developing integration micro-services allows new data flows to be added without disrupting existing operations. Discover how to choose between micro-services and a modular monolith.

This modular approach also simplifies ERP upgrades and business-tool rollouts since interfaces are decoupled and well documented.

Steering Swiss Manufacturing with Unified, Agile Data

A solid data foundation, orchestrated business systems, advanced use cases, and an open BI architecture form the pillars of precise, responsive management. Companies that treat data as a mature product gain full visibility, accelerated decision-making, and adaptability under supply-chain pressures.

Moving beyond the “ERP + Excel” paradigm to build an evolving data ecosystem offers immediate competitive advantage for Swiss industry. Our experts are ready to support each organization in defining, implementing, and optimizing these customized architectures, with a focus on open source, security, and modularity.

Discuss your challenges with an Edana expert

By Mariami

Project Manager

PUBLISHED BY

Mariami Minadze

Mariami is an expert in digital strategy and project management. She audits the digital ecosystems of companies and organizations of all sizes and in all sectors, and orchestrates strategies and plans that generate value for our customers. Highlighting and piloting solutions tailored to your objectives for measurable results and maximum ROI is her specialty.

FAQ

Frequently asked questions about BI + ERP

What are the benefits of combining ERP and BI in manufacturing?

Combining ERP and BI allows you to consolidate all operational and strategic data into a single repository. You gain an end-to-end view of purchasing, production, and supply chain flows, with up-to-date, reliable metrics. This approach reduces manual data entry, enhances collaboration between departments, and accelerates decision-making through centralized analytics.

How can you ensure data quality in ETL pipelines?

To ensure data quality, implement validation rules and consistency checks at each stage of extraction, transformation, and loading. An error-tracking dashboard helps detect anomalies or missing data immediately. Data lineage and audit trails are essential for tracing the source of discrepancies and meeting compliance requirements.

Why should you favor dimensional modeling for ERP/BI?

Dimensional modeling (fact and dimension tables) optimizes the performance of analytic queries and ensures high efficiency even with large data volumes. Star or snowflake schemas structure the data and simplify complex report writing while maintaining consistency across dashboards. This prevents interpretation errors and data redundancy.

How can you effectively centralize industrial KPIs?

Effective KPI centralization requires a single data warehouse that aggregates production, quality, and cost indicators. Dynamic reports provide a consolidated view of performance by plant or production line. Customized dashboards for each management level ensure precise control aligned with overall strategy.

How can you integrate MES and ERP for real-time visibility?

Integrating MES with ERP enables real-time capture of machine data, cycle times, and incidents. By synchronizing these streams with ERP production orders, you gain an accurate picture of throughput and equipment availability. Automated alerts for deviations support proactive maintenance.

What are the best practices for synchronizing CRM and ERP?

Best practices for CRM–ERP synchronization include automated exchange of sales forecasts and inventory data. Sales teams gain an instant view of fulfillment feasibility. Unifying contacts, opportunities, and transactions ensures detailed traceability of the sales cycle from prospecting to invoicing.

How can IoT and PLM be used to enrich BI analysis?

IoT sensors provide field data (temperature, vibration, consumption) that feed predictive scenarios and anomaly alerts. PLM links product bill of materials to operational data, ensuring design changes are immediately reflected. This convergence enhances maintenance and fosters continuous innovation.

What criteria should you consider when choosing an open-source BI architecture?

When selecting an open-source BI architecture, look for modularity, no vendor lock-in, and scalability. Check for connectors to your business systems, an active community for updates, and compatibility with a cloud data warehouse. Favor solutions that integrate via microservices and support a hybrid data lakehouse to retain raw data.

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