Ethos Urban
A comprehensive urban development consultancy formed from the merger of four businesses across New South Wales, Queensland, and Victoria.
Expertise: Social strategy, design, economics, community engagement, project management, and urban planning.
Notable Projects: MYAC Ecotourism Development, South Eveleigh commercial mixed-use development, and Merrimu green field housing project.
"Implementing Power BI has fundamentally transformed how we manage and interact with our data. It provides transparency and empowers individuals across the organisation to make informed decisions, fostering a culture of self-management and accountability."
Synergy: Core platform for project management.
Power BI with ByltInsyte: Integrated reporting and data visualisation for near real-time insights.
Integrated applications: CRM, HR, and finance systems seamlessly connected with Power BI.
Technology Solutions
Manual data handling: Existing Power BI reports relied heavily on Excel exports and manual manipulation, hindering efficiency.
Data integration needs: Information was scattered across multiple platforms, making it challenging to create a unified data source.
Preserving culture: Ethos Urban’s collaborative culture required a solution that supported cross-team access without disrupting existing workflows.
Challenges
Our Solution
Engaged with team members at all levels to map out data usage and identify key performance indicators (KPIs) while ensuring team needs were central.
Consultative Approach
Worked alongside Total Synergy to enhance their existing API, enabling seamless data connection to Power BI.
API Enhancement
Created apps for different business units, including Leadership, Sales, Delivery, and People teams, as well as "My Dashboard" for individual employees, providing custom metrics filtered with row-level security.
Tailored Apps
Developed initial prototypes to address key issues such as combining CRM and Synergy data for a unified sales pipeline view.
Rapid Prototyping
Regularly gathered input from regional teams to ensure the solution was comprehensive and met the organisation’s diverse requirements.
Feedback Loops
Impact and Results
Enhanced data engagement: The adoption of Power BI significantly increased engagement with data across the organisation, supporting better decision-making at all levels.
Comprehensive reporting: Near real-time dashboards offered a consolidated view of people, project, sales, and finance data, enhancing Ethos Urban’s ability to respond to complex questions.
Cultural alignment: Maintained and strengthened the organisation’s collaborative culture by ensuring transparency and broad data access.
What’s Next?
Continuous development: Ongoing enhancement of the Power BI solution to keep pace with evolving business strategies and new ways of working.
Advanced reporting: Building new dashboards to support an updated people strategy and developing Xero-based cost management reports.
Enhanced sales analytics: Future developments will focus on further refining sales insights.
