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Case Overview

Specialty transportation and logistics provider and one of the largest over-the-road finished vehicle logistics company in North America.

Seeking to improve organizational reporting, introduce ad-hoc end user reporting, and was looking to do a “proof of concept” of the Microsoft Power BI tool, with a goal of rolling out operational reporting to the organization.

Business Challenges

Organization needed to make meaningful changes and contributions to the organization in how data was managed, reported on, and value was added to the business via data and analytics reporting. 

The business was anxious to move forward, and the IT organization wanted help implementing the right solution, as well as understanding Power BI and proving the value of the tool to the business.


During the course of the engagement, Oakwood provided technical assistance, coaching and executive oversight, while assisting with the following deliverables:

  • Installed the Power BI Enterprise Data Gateway for a number database sources and one file source
  • Provided guidance and assistance modification of the Power BI Enterprise Data Gateway
  • Assisted in development of a long-term roadmap and strategic vision for leveraging Power BI both internally and with customers


Client realized immediate value to the business internally as ad-hoc and end user reporting began to deliver business value.  Additionally, realized value in enhancing customer satisfaction by assisting external customers with reporting.


Power BI, Power BI Enterprise Gateway

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General Questions | Request a Scope of Work

Charles Windsor | President

Matthew W. Bowers | Director, Data and Analytics


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