Energy Trading Invoice & Settlement Reporting Automation

Trading Arm of Multinational Energy Business

The trading arm of a multinational energy business asked AG for their help with automating invoice and settlement reporting. The team were using Microsoft Power BI for their analytics but were running 10+ reports in SAP to extract the data. The data would then be dumped into Excel, reformatted and uploaded onto the BI service. AG brought great efficiencies to the process. Using Winshuttle, they moved data extraction from multiple SAP screens and reports to a user-friendly spreadsheet that captured only the required fields. The spreadsheet could then be uploaded onto Power BI, making a highly manual, time consuming and prone-to-error process a breeze.