Customer Spotlight: Lewis Group of Companies

This webinar, hosted by Preferred Strategies (now QuickLaunch Analytics), explores how organizations can modernize their ERP analytics and cash disbursement workflows using Power BI. The session features a spotlight on the Lewis Group of Companies, showcasing their transformation journey toward more efficient invoice review and payment management processes.

Adriana Drake from the Lewis Group shares insights into the organization’s analytics evolution—from a pre-Power BI environment reliant on manual, disconnected systems to a modern, automated data ecosystem. The webinar emphasizes best practices for ERP integration, the importance of change management, and how business intelligence can create tangible efficiency gains.

What you will take away from this webinar:

• • Digital Transformation Through Analytics: Implementing Power BI enabled the Lewis Group to replace outdated manual workflows with interactive, real-time dashboards, significantly improving cash disbursement visibility.
  • Strategic ERP Integration: Successful analytics adoption requires strong alignment between ERP data sources and Power BI models, ensuring accuracy and actionable insights.
  • Collaboration & Change Management: The Lewis Group’s success highlights the need for cross-department collaboration and executive sponsorship throughout the analytics transformation process.
  • Measurable Business Impact: Through automation and better data access, the company achieved faster invoice reviews, reduced processing errors, and improved financial oversight.