A BI Solution to Improve Performance Management for an Entity with 25,000 Employees

About the Client

The Client is a US-based machinery maintenance entity with 25,000+ employees.

Improving HR and Performance Management Across 25,000 Employees

With the goal of improving HR and performance management, the Client wanted a BI solution that would:

• aggregate employees' personal and work-related information;
• analyze headcount, FTEs, and hours paid;
• track employees' working time;
• monitor task performance.

A Power BI HR Analytics Solution on a SQL Server Data Warehouse

During the project, INNERLUXES's BI implementation team delivered the following:

• A data warehouse on Microsoft SQL Server.
• ETL using Python.
• Data cleaning.
• An analytical cube with 18 dimensions and 26 measures.
• Integrated analytical reports based on Microsoft Power BI.

As the BI system was to bring together data from four sources, it was tuned to discover any discrepancies between them (such as typos, mismatches, and different abbreviations).

Since the Client wanted to improve its HR management processes, INNERLUXES developed specific reports with the following information:

• Employee's first and last name, as well as ID.
• Contact information (such as address and phone number).
• Job position.
• Contract type.
• Hire date.
• Contract termination date.
• Full-time equivalents.
• Hourly rate per job position.
• Paid hours.
• Unpaid hours.

The reports allowed the Client to watch over contract termination dates and organize relevant HR procedures on time. The Client also gained an overview of personnel costs and was able to use this information for budgeting.

To let the Client control headcount, INNERLUXES implemented dashboards that show:

• The number of employees per job position.
• Actual headcount.

Two modules were designed for monitoring employee performance: one to track employees' working time and another for their task fulfillment.

More Controllable HR and Performance Management

The delivered BI solution made the Client's HR and performance management more controllable — by monitoring task fulfillment, tracking employees' working time, and watching over important milestones (for example, contract termination dates). The system also ensured data integrity by spotting discrepancies in the data.

Technologies and Tools

Microsoft SQL Server (DWH), Python (ETL), Microsoft Power BI (reporting).