Use Cases

Transforming Back-Office Operations with Real-Time Analytics and Workflow Management

Challenge

A federal operations office responsible for procurement, human resources, and budgeting relied on manual spreadsheets and Access databases to manage data and reporting.

Three analysts spent most of each week distributing reports, fielding inquiries from 48 divisions, and reconciling inconsistent data while also handling data entry.

Although the broader team included 35 members, only five could actively support data input — because the legacy systems lacked multi-user capability.

The result was a process defined by delays, duplication, and data inaccuracy, leaving leadership without timely or reliable insight into organizational performance.

The office needed a modern, secure solution that would streamline information sharing, enable collaboration, and improve data quality across all divisions.

Approach

Partnering with HyerTek, the organization modernized its data and reporting environment using a collection of analytics and workflow platforms — primarily Microsoft Power BI — integrated within the agency’s secure cloud environment.

The solution focused on simplifying how information was collected, validated, and accessed:

• Automated reporting replaced manual compilation and distribution.
• Multi-user, role-based access replaced single-user spreadsheets, enabling full team participation.
• Data from procurement, HR, and budgeting systems was standardized into a centralized model to ensure accuracy and consistency.
• A self-service reporting portal provided each division with real-time visibility, eliminating ad hoc requests and email-based updates.

Together, these changes created a foundation for consistent, transparent operations across the enterprise.

Results

The modernization produced measurable improvements in speed, accuracy, and accountability:

• 90% reduction in manual effort through automation and workflow optimization.
• 5× faster reporting cycles, cutting turnaround from days to minutes.
• 20% improvement in data accuracy through standardized structures and validation.
• Elimination of single-point-of-failure access, enabling all 35 team members to contribute.
• Real-time visibility for leadership and all 48 divisions through a secure reporting portal.

Impact

By transforming its legacy processes into a unified, automated environment, the office moved from reactive reporting to proactive management.

Data that once required manual effort and repeated coordination is now accurate, accessible, and consistent across the enterprise, supporting faster decisions and stronger accountability.

What was once a collection of spreadsheets has become a modern operations platform — a dependable engine that keeps procurement, HR, and budgeting aligned, transparent, and mission-ready.

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