From Spreadsheets to Real-Time Insights: How Enpro Streamlined Reporting in P21

Conveyance Solutions helped Enpro Inc. replace outdated processes with real-time data insights, streamline workflows, and provide tailored reporting tools to increase efficiency and informed decision-making.

100+ Hours Manual Labor Hours a Year Saved

20+ Excel Sheets Consolidated

1 Dynamic Report Created

Client Overview

Enpro Inc., a family-owned business with a history spanning six decades, serves customers in heavy industries such as mining, fluid handling, and biofuels. Led by President Grant Cook, the company takes pride in its strong, family-oriented culture and dedication to its customers. Over the past five years, Enpro has partnered with Conveyance Solutions to optimize its Prophet 21 (P21) ERP system and streamline operations.

Services Involved

Prophet 21 Maintenance & Optimization
Training & Support
API Integrations

The Challenge

Enpro sought expert-level support for its Epicor Prophet 21 ERP system, requiring a highly responsive partner for ad hoc tasks and long-term optimization.

Key issues included:

Reliance on manual Excel spreadsheets for critical processes
Limited visibility into real-time data for decision-making
Inefficient workflows that hindered productivity across sales and operations teams
A need for customized reporting tools to address unique business metrics

Our Approach

Conveyance Solutions became an integral part of their team, offering flexible support tailored to their unique needs. We transitioned their team from manual Excel spreadsheets to a suite of Power BI dashboards, providing real-time data insights that significantly reduced manual labor hours. This solution integrated seamlessly with their Microsoft Dynamics CRM, enhancing data visibility and automating tasks.

Our approach focused on maximizing the potential of Power BI to deliver customized, real-time data insights. This included calculating commissions, viewing top-selling product categories, and identifying top customers and sales managers—each report tailored to specific user roles.

Our strategy involved:

Process Automation
Transitioned manual Excel-based workflows to automated Power BI dashboards embedded within Prophet 21, saving hours of manual work each month.
Real-Time Sales Reporting
Delivered a one-stop sales dashboard for stakeholders to monitor sales performance at a glance.
Streamlined Inventory Management
Simplified product searches and transfers with an intuitive inventory sheet used across all Enpro’s sales teams.
Seamless Integration
Advised on third-party integration with Microsoft Dynamics 365 to enhance CRM capabilities further.

Customer Quote

Partnering with Conveyance Solutions has been a game-changer for us. They helped us leap from outdated spreadsheets to real-time insights, automating workflows and creating tailored reporting tools that have transformed how we operate. This partnership has not only streamlined our processes but also given us the visibility we need to make informed decisions and deliver exceptional service to our customers.

Grant Cook

President at Enpro Inc.

Results & Impact

Our partnership delivered significant benefits for this family-owned distributor:

Improved Visibility
Real-time data insights expedited decision-making and operational capabilities.
Increased Efficiency
Automation of tasks saved hours of manual labor every month, allowing the Enpro team to focus on high-value activities.
Customized Reporting
Dynamic reports tailored to specific user roles, streamlined operations, and facilitated better sales performance tracking.
Seamless Tech Stack Integration
Advised on third-party integration with Microsoft Dynamics 365 to enhance CRM capabilities further.

By partnering with Conveyance Solutions, Enpro modernized its operations, empowering its team with better tools and processes while maintaining its commitment to exceptional customer service.

Ready to see the difference a Platinum Partner can make?

Learn more about how we can help make data work better for you.