Microsoft data & automation consulting

Turn operational data into decisions and action.

Waretex helps manufacturers, distributors and operational teams build reliable Power BI reporting, forecasting, Power Platform automation and practical AI agents around the systems they already use.

Power BIPower AppsPower AutomateAI agentsSQL & ERP data
Operations IntelligenceCONNECTED VIEW
Orders12,486Current period
Service Level94.8%Operational KPI
Forecast+7.4%Next period
Actual vs forecast12 months
Throughputby week
Work mixcurrent
Microsoft Power BIPower AppsPower AutomateMicrosoft FabricSQLERP dataExcelAI agents
What we do

One data foundation. Better visibility. Less manual work.

Strong firms in this space lead with outcomes, then the technology. Waretex does the same: connect your systems, structure the data, surface what matters, and automate the next step.

01

Power BI & Data

Executive and operational dashboards, data models, DAX, Power Query, SQL integration, refresh architecture and governed KPI reporting.

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02

Power Platform Automation

Power Apps and Power Automate solutions for approvals, data capture, exceptions, alerts, document workflows and cross-team processes.

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03

Forecasting & Planning

Demand, inventory, sales, workload and capacity forecasting built around the business decisions your teams actually need to make.

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04

AI & Agents

Practical AI assistants and agents that work with company knowledge, reporting and workflows — with controls and human oversight where needed.

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05

Data Management

Clean and connect ERP, SQL, Excel and operational sources so reporting and automation are built on reliable data instead of fragile spreadsheets.

Discuss your data →
06

Operational Intelligence

Bring sales, finance, warehouse, service and supply-chain information together so managers can see exceptions and act faster.

See industry use cases →
Industrial use cases

Built around real operational problems.

We focus on the work behind the dashboard: messy source data, fragmented processes, slow reporting, missed exceptions and manual handoffs.

Manufacturing & Distribution

Connect order, inventory and operations data into a clear management layer.

  • Inventory and replenishment
  • Order fulfillment and service levels
  • Sales and margin visibility
  • Warehouse and productivity reporting

Finance & Commercial

Move reporting from recurring spreadsheet assembly to governed, refreshable insight.

  • Budget vs actual
  • Pricing and margin analysis
  • Customer and territory performance
  • Planning and forecast scenarios

Customer Service & Operations

Turn operational queues and exceptions into prioritized, measurable workflows.

  • Backlogs and response times
  • Promise-date and workload dashboards
  • Escalations and notifications
  • Exception routing and follow-up

Process Automation

Replace email-and-spreadsheet workflows with structured applications and automated logic.

  • Approval flows
  • Forms and mobile data capture
  • Document generation
  • Recurring reporting and alerts
How we work

Hands-on delivery from business problem to production.

No fake transformation theatre. We start with the process and decisions, then build only what improves the operation.

STEP 01

Understand

Map the decision, workflow, source systems and pain points.

STEP 02

Design

Define the model, KPI logic, user experience and automation rules.

STEP 03

Build

Develop the dashboard, app, flow, forecast or agent and validate it with users.

STEP 04

Deploy & Improve

Move to production, monitor adoption and refine based on real use.

Have a reporting or automation problem?

Tell us where the manual work, data gaps or visibility problems are. We’ll help you identify the shortest path to a reliable solution.

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