Enterprise Training Program Architecture

The Strategy: Multi-Path Enablement

Enterprise users don't all work the same way. Some need real-time, high-level dashboards (Power BI), while others require pixel-perfect, static operational reports and forms (Crystal Reports).

I built a dual-track system that addresses both needs, making sure stakeholders get the right data format for the right decision.

Track 1: Power BI (Dynamic Intelligence)

A 5-step workflow that takes you from raw table connection to live cloud dashboard.

• ETL Foundations: Power Query training for cleaning messy construction data.
• Logic Layer: DAX implementation for variance tracking and time-intelligence calculations.
• Deployment: Moving from Desktop builds to Cloud governance.

Track 2: Crystal Reports (Operational Precision)

Power BI handles the trends, but when you need a document that's pixel-perfect and audit-ready, Crystal Reports is still the one. I built a tiered curriculum that takes users from basic record-keeping all the way to database engineering.

Tier 1: Foundations & Formatting (Intro)

Focused on the "Day 1" essentials for Business Analysts and Payroll Administrators.

• The 5-Step Report Process: A repeatable method for planning, linking, and placing data so your reports stay accurate.
• Relational Fundamentals: Getting clear on Join Types (Inner vs. Left Outer) so you don't duplicate data or lose records.
• Formula Logic: Building nested If-Then-Else statements that automate business rules like bonus calculations or conditional formatting.

Tier 2: Advanced Data Engineering

This tier is for the high-complexity challenges like Job Costing and Labor Analysis.

• Hierarchical Drill-downs: Designing interactive reports where users can click from the summary straight into the transaction details.
• Variable Orchestration: Using Shared Variables to pass data between Subreports and Main Reports, which is critical when you're dealing with complex ERP schemas.
• Manual Cross-Tabs: Building custom summaries that go beyond the standard limitations to give you highly specific views, like Job-to-Date vs. Estimate.

Tier 3: Multi-ERP Deployment

Demonstrating architectural flexibility by supporting different backend environments.

• Viewpoint Vista Integration
• Viewpoint Spectrum Integration

Measurement & Impact

Enablement only works if it actually moves the needle. This architecture includes:

• Verification Strategy: 14+ hands-on activities with verified "success states."
• User Autonomy: Moving teams away from manual Excel manipulation to automated, repeatable reporting systems.