Case Study: PowerBI Automation of Data Reporting for CF Roark

Power BI Automation may seem like a vaguely applicable solution to data reporting issues. To put things into perspective, read on to discover a real-life instance in which Power BI Automation assisted a company just like yours.

About CF Roark

CF Roark Welding & Engineering Co., Inc., headquartered in Brownsburg, Indiana, is a leading manufacturer specializing in precision welding and fabrication services for aerospace, defense, and industrial clients. With over 60 years of experience and a reputation for craftsmanship and innovation, CF Roark is trusted by some of the most demanding sectors in the world. Their commitment to quality and precision means their operations depend on timely, accurate, and actionable data—especially when it comes to production and financial reporting.

The Problem

Before partnering with TSVMap and Mojoe.net, CF Roark was facing a significant challenge in managing their operational data. Their teams relied on a manual process to extract data from their Made to Manage ERP system’s SQL database and analyze it in Excel spreadsheets. This process was not only time-consuming—often taking between 10 to 15 hours for each reporting cycle—but also prone to human error and data inconsistencies.

These delays and inaccuracies created bottlenecks in decision-making and reporting. The leadership team lacked real-time visibility into key metrics, and the potential for errors in mission-critical financial and production data posed a serious risk to operational efficiency.

The Solution: Power BI Automation

To address these challenges, TSVMap and Mojoe.net collaborated to implement a streamlined, automated reporting solution using Microsoft Power BI. The goal was to replace CF Roark’s manual processes with a secure, real-time dashboarding system that could refresh data automatically and be accessible to stakeholders online.

Power BI was selected for its robust capabilities in data visualization, integration, and security. The solution included creating a secure connection between CF Roark’s on-premise SQL database and Power BI’s cloud-based environment, allowing the company to maintain data integrity while dramatically improving accessibility and usability.

The Process

The implementation process was carefully tailored to CF Roark’s infrastructure. Here’s how the transformation unfolded:

1. Virtual Machine Setup
   A dedicated Virtual Machine (VM) was configured to serve as a bridge between the on-premise SQL server and Power BI’s online environment. This VM was crucial for handling sensitive data securely and maintaining compliance with CF Roark’s IT policies.

2. On-Premises Data Gateway
   TSVMap and Mojoe installed an on-premises data gateway on the VM. This gateway managed user credentials and permissions, ensuring that only authorized personnel had access to specific data sets.

3. Integration with ERP System
   The gateway was linked to the Made to Manage ERP system, establishing a live connection that pulled data from CF Roark’s SQL database into Power BI dashboards.

4. Automation and Refresh Scheduling
   Reports were programmed to refresh daily, eliminating the need for manual data pulls. This ensured that the data being analyzed and presented was always current, reliable, and ready for use.

5. Stakeholder Access and Visualization
   The final dashboards were published in the Power BI online environment, giving key stakeholders secure, role-based access to the data from any location.

Conclusion

By transitioning from manual spreadsheets to an automated Power BI solution, CF Roark has not only eliminated 10–15 hours of manual work per reporting cycle, but also significantly improved the accuracy and accessibility of its financial and production data. The result is a more agile, data-driven organization equipped to make faster, smarter decisions.

This case study showcases how TSVMap and Mojoe.net specialize in solving real-world business problems through technology. Whether you’re dealing with outdated processes, data bottlenecks, or integration challenges, our team is here to help transform your operations.

Ready to try Power BI Automation for Yourself?

Contact us today to see how we can help your company unlock the power of automation and insight.

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