BI Consultant / SQL Specialist for Comprehensive Report Automation (World Office Desktop)

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Open to applicants from PH, US, CA +106 more
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Role snapshot

  • Title:BI Consultant / SQL Specialist for Comprehensive Report Automation (World Office Desktop)
  • Pay: 1000–3000 per month
  • Type: Project-based
  • Mode: Remote
  • Country:PH, US, CA +106 more
I’m interested

About the role

I'm looking for a Business Intelligence and data analytics professional to design and implement an automated, comprehensive reporting system. We currently use the World Office ERP desktop version (local installation with a SQL Server database) and want to eliminate manual data extraction processes. Project Scope (Areas to be Automized): Logistics and Inventory: Real-time stock levels, minimum/maximum stock alerts, inventory turnover, and warehouse valuation. Sales and Marketing (POS): Sales analysis by period, profit margins by product/category, and sales performance by salesperson. Finance: Cash flow monitoring, aging accounts receivable/payable, and income/expense consolidation. Freelancer Requirements: Advanced experience in data extraction and modeling from SQL Server. Expert proficiency in Power BI (preferred for connecting everything in a unified dashboard) or advanced Excel (Macros/VBA). Highly valued: Prior knowledge of the World Office Colombia table structure. Deliverables: Configuration of a secure connection to our local database. Interactive and visual dashboards for all three areas. A short video or manual explaining how to update the data on a daily basis. The project will be implemented in phases (starting with Inventory) to ensure the quality of each module. In your proposal, please indicate which tool you recommend (Power BI or Excel), your experience with this ERP, and your budget.

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