Finance & Executive Reporting
Scenario: CFO dashboards consolidating real-time data from ERP, CRM, payroll, and banking systems with automated financial close workflows.
Solution: Multi-source ERP sync + automated financial consolidation + variance analysis + Power BI executive dashboard refresh automation.
Sales & Revenue Operations
Scenario: Real-time sales dashboards pulling data from Salesforce, HubSpot, marketing automation, and support systems with automated win/loss analysis.
Solution: CRM data integration + marketing attribution sync + customer health scoring + automated Power BI dataset refresh and distribution.
Supply Chain & Operations
Scenario: Unified supply chain analytics combining ERP, WMS, TMS, and supplier data with automated exception alerts and KPI tracking.
Solution: Multi-system supply chain data sync + inventory optimization workflows + automated anomaly detection + Power BI operational dashboards.
Automate data flows and reporting workflows
- Bidirectional sync between Power BI datasets and enterprise applications
- Automated dataset refresh triggers based on business events and data changes
- Real-time data quality validation and error handling before Power BI ingestion
- Automated report distribution and alert notifications based on dashboard thresholds
- Version control and metadata management for Power BI reports and data models
The Only Option Built for Governed, Multi‑System Integrations
| Capability | Put It Forward | Code/Middleware | RPA | Vendor Connector | Bulk File Transfer |
|---|---|---|---|---|---|
|
Architecture & Scale |
|
|
|
|
|
|
No Code Solution |
|
No |
|
|
No |
|
Bi-Directional Integrations |
|
|
NA |
Limited |
NA |
|
Data Transformations (with validation) |
|
|
No |
No/Fixed Mapping |
Limited |
|
Data Persistence / State Management |
|
No |
No |
No |
N/A |
|
API Gateway Compatible |
|
Build/3rd Party |
No |
No |
No |
|
Service Integration |
|
Yes, Build |
No |
No |
N/A |
|
Secure On-Premise Integration |
|
Requires Special Config/No |
No |
No |
No |
|
Intelligence & Automation |
|
|
|
|
|
|
Custom Business Rules |
|
Limited |
Limited to scripts |
No |
No |
|
Process Automation & Orchestration |
|
Limited |
|
Not focused |
No |
|
Process Mining |
|
No |
No |
No |
No |
|
AI Agents (Integrated) |
|
|
|
No |
No |
|
Governance & Operations |
|
|
|
|
|
|
Integrated Data Governance |
|
No, 3rd Party |
Not Focused |
Not Focused |
No |
|
Error Capture and Correction |
|
Limited, Build |
No, Scripted |
No |
Not Focused |
|
Integration Reporting, Analytics and Alerts |
|
Limited |
N/A |
Limited |
No |
|
Audit Reporting and Analytics |
|
No, Limited |
No |
No |
Limited |
|
Full API Access and Support |
|
|
No, Limited |
No |
N/A |
|
Implementation support |
|
Self Funded/SoW |
Self Funded/SoW |
Self Funded/SoW |
Self Directed |
|
Partner API Roadmap Alignment |
|
No |
No |
No/Lagging |
NA |
Yes, Native
We all implement new technology; a transformation or automation project can be simple, targeted, or enterprise-wide.
Accelerate time-to-value and reduce risk with a proven integration plan.
Our proven methodology ensures low-risk, high-impact integrations. Most clients see measurable ROI in the first year accelerated by best practices and enterprise-grade support.
- Most clients see improved integration automation performance within 48 hours
- Zero disruption guarantee - No downtime to existing systems, pipelines or data loads
Implementation timeframes depend on scope and complexity:
- Hour 1-2: Configure connection source and destination
- Hour 2-36: Business rule configuration and validation
- Hour 36-48: Full deployment
Put It Forward Power BI Integration and Automation Resources
Guide to Agentic Workflows
This guidebook gives Integration Designer users a practical roadmap to implement AI agentic workflows, integrating intelligent automation and predictive analytics, to optimize business processes and decision-making.
Process Automation vs. Orchestration
With increasing workloads across the organization, this discussion walks you through the right time to use process automation or an orchestration solution for integration.
Real-Time Integration Best Practices
Integration Designer users will learn practical best practices to automate, scale, and secure real-time data integration and automation for instant, unified insights and agile business operations.
Revenue, Operations and IT Playbook
Discover practical strategies and real-world benefits of intelligent automation to streamline IT operations, integrate data, and drive business transformation.
Buyer Guide For Intelligent Automation
Get expert guidance on evaluating, selecting, and deploying intelligent automation solutions to maximize IT transformation, efficiency, and business impact.
How PIF's Architecture Works
Step through the architecture of Put It Forward; by the end of this video, you'll understand the platform, its components, and how it makes a difference in the enterprise.