Corporate Operations & Finance Optimization

📋 Project Overview

This project represents a comprehensive MIS analysis workflow designed to optimize a retail logistics company's supply chain and financial health. The project encompasses the full data lifecycle: extracting data via SQL, automating accounts receivable via Google Apps Script, visualizing KPIs in Power BI, and delivering strategic recommendations.

🛠️ Tools & Technologies

• Data Analysis: SQL (Joins, Aggregates, Grouping)
• Automation: JavaScript / Google Apps Script
• Visualization: Power BI (Data Modeling, Dashboarding)
• Business Intelligence: Root Cause Analysis, KPI Tracking

📂 Project Components

1. Business Insights Dashboard

Designed a centralized dashboard to track $66.31M in revenue across 4 regions.

• Key Metrics: Total Revenue, Average Fulfillment Days (6.44), Conversion Rate (0.52).
• Data Modeling: Established relationships between Sales, Finance, CRM, and Operations tables using Star Schema.
• Visuals: Regional heat maps, fulfillment trends by warehouse, and lead conversion funnels.

2. Finance Automation Script

Solved the issue of missed invoice deadlines by creating an automated tracking script.

• Logic: The script scans the Finance dataset daily.
  • Upcoming: Highlights invoices due within 5 days in YELLOW.
  • Overdue: Identifies unpaid invoices past their due date and automatically triggers an HTML-formatted email alert to the finance team.
• Impact: Reduced manual monitoring time and improved cash flow visibility.
• (See Process Automation for the codebase)

3. SQL Data Extraction

Authored queries to investigate performance issues.

• Identified the Top 5 Customers by revenue to drive account management focus.
• Calculated Overdue Payments by Region (North Region had the highest overdue count at 53).
• Analyzed the Lead-to-Sale Funnel, tracking conversion from "New" to "Closed".
• (See SQL Scripts for the query library)

4. Strategic Root Cause Analysis

Translated raw data into actionable business strategies.

• Finding 1 (Operations): The North Region suffered from a 6.97-day fulfillment delay. The root cause was isolated to Warehouse WH-4 (7.63-day delay).
• Finding 2 (Sales): The East Region had the lowest revenue ($7.67M). Analysis linked this directly to it having the lowest inventory levels (475 units), indicating lost sales due to stock-outs.
• (See Strategic_Analysis for the full report)

---

This repository demonstrates the ability to not only analyze data but to build systems that improve operational efficiency.