ERP – BI (Business Intelligence) Course

Professional Training in Business Intelligence & ERP

The ERP – BI (Business Intelligence) Course is a professional training programme designed for students, fresh graduates, business professionals, managers, entrepreneurs, data-oriented professionals and aspiring ERP consultants who want to understand how organizations use business data to generate insights and make better decisions.

Modern organizations generate a huge amount of data every day. Sales transactions, customer information, purchases, inventory, finance, employee records, production activities and operational processes all create valuable business information.

However, simply collecting data is not enough.

Organizations need to understand this data and convert it into meaningful information that can support business decisions.

This is where Business Intelligence (BI) becomes important.

Business Intelligence helps organizations collect, organize, analyze and visualize business data so that management can understand what is happening within the organization and identify opportunities for improvement.

When Business Intelligence is integrated with ERP systems, organizations can analyze information generated from multiple business departments through a connected environment.

The ERP–BI programme at SRC Education is designed to provide learners with a professional understanding of Business Intelligence, ERP data, reporting, dashboards, analytics and data-driven decision-making.

What is Business Intelligence?

Business Intelligence (BI) refers to the technologies, processes and methods used to collect, organize, analyze and present business information.

The main purpose of BI is to transform raw business data into useful insights.

For example, a company may have thousands of sales transactions.

Raw data may show:

Product
Quantity
Price
Customer
Date
Location
Salesperson

BI can transform this information into meaningful insights such as:

Which product sells the most?
Which region generates the highest revenue?
Which customers contribute the most sales?
Which month has the highest sales?
Which products are declining?
Which salespersons are performing better?

This allows management to make more informed decisions.

What is ERP?

ERP stands for Enterprise Resource Planning.

ERP systems integrate different business functions into a connected environment.

An organization may have:

Sales
Purchase
Finance
Inventory
Production
Human Resources
Customer Relationship Management
Supply Chain
Administration

Each department generates data.

ERP brings these business processes together.

BI can then use this business information to generate reports, dashboards and analytical insights.

What is ERP – BI?

ERP–BI refers to Business Intelligence capabilities used with ERP data and business processes.

ERP manages business transactions and processes.

BI analyzes the information generated through those processes.

A simple way to understand this relationship is:

ERP → Generates & Manages Business Data

BI → Analyzes & Visualizes Business Data

Together, ERP and BI help organizations move from simply recording transactions to understanding business performance.

Why is Business Intelligence Important?

Organizations make hundreds of decisions every day.

Management may need to decide:

What products should be promoted?
Which suppliers should be preferred?
Where should inventory be increased?
Which branches are performing well?
Which customers should receive special attention?
Where are business costs increasing?
Which products are generating higher margins?

Without proper analysis, these decisions may depend heavily on assumptions.

BI provides data-driven information that can support more informed decision-making.

Data and Information

Data and information are related but not identical.

Data represents raw facts.

For example:

Product A – 500 Units – ₹250 – August

This is data.

When multiple records are analyzed and presented in a meaningful format, they become information.

For example:

Product A generated the highest sales during August and contributed 28% of total product revenue.

This is meaningful business information.

BI helps convert data into actionable information.

Data-Driven Decision Making

A data-driven organization uses business information to support decisions.

Instead of asking only:

“What do we think is happening?”

Management can ask:

“What does the business data show?”

BI helps organizations identify patterns, trends and relationships within their data.

This can improve planning and decision-making.

ERP Data as a BI Source

ERP systems generate large amounts of business data.

Examples include:

Sales Data

Sales Orders
Invoices
Customers
Products
Revenue

Purchase Data

Suppliers
Purchase Orders
Purchase Value
Procurement History

Inventory Data

Stock
Stock Movement
Inventory Value
Product Consumption

Finance Data

Revenue
Expenses
Receivables
Payables
Profit

HR Data

Employees
Attendance
Payroll
Performance

BI can bring these datasets together for analysis.

Business Reports

Reports are one of the most common uses of BI.

Organizations may require reports such as:

Sales Report
Purchase Report
Inventory Report
Financial Report
Customer Report
Employee Report
Branch Report
Product Report
Performance Report

BI helps transform raw business data into structured reports.

Dashboards

A Business Intelligence Dashboard provides a visual overview of important business information.

A dashboard may display:

Revenue
Sales
Profit
Orders
Customers
Inventory
Expenses
Performance

Instead of reading hundreds of pages of reports, management can quickly review important indicators through a dashboard.

KPI – Key Performance Indicators

KPI stands for Key Performance Indicator.

KPIs are measurable values used to monitor business performance.

Examples include:

Monthly Revenue
Sales Growth
Profit Margin
Customer Acquisition
Customer Retention
Inventory Turnover
Order Fulfillment
Employee Productivity

Different departments may have different KPIs.

BI dashboards can display these KPIs for management.

Sales Analytics

Sales analytics is an important area of Business Intelligence.

Organizations can analyze:

Total Sales
Product Sales
Customer Sales
Region-wise Sales
Monthly Sales
Salesperson Performance
Sales Growth
Sales Targets

This helps management understand sales performance.

Product Analysis

BI can help organizations understand how individual products perform.

Management may want to identify:

Best-Selling Products
Low-Selling Products
High-Revenue Products
Declining Products
Product Trends
Product Profitability

This information can support product and marketing decisions.

Customer Analytics

Customer information is valuable for business planning.

BI can help organizations analyze:

Customer Purchases
Customer Revenue
Customer Frequency
Customer Segments
Customer Retention
Customer Lifetime Value

This can help businesses understand their most valuable customers.

Inventory Analytics

Inventory directly affects business operations and working capital.

BI can help organizations analyze:

Current Stock
Fast-Moving Items
Slow-Moving Items
Stock-Outs
Overstock
Inventory Value
Stock Movement
Reorder Requirements

This information can support better inventory management.

Purchase Analytics

Organizations can analyze purchasing data to understand procurement performance.

Reports may include:

Supplier-wise Purchases
Product-wise Purchases
Purchase Cost
Purchase Trends
Supplier Performance
Purchase Quantity
Purchase Frequency

This can help businesses identify purchasing opportunities and control costs.

Financial Analytics

Financial data is one of the most important sources for BI.

Organizations can analyze:

Revenue
Expenses
Profit
Cash Flow
Receivables
Payables
Outstanding Amounts
Financial Trends

Management can use these insights for financial planning.

Profitability Analysis

Revenue alone does not determine business success.

An organization may generate high sales but still have low profitability.

BI can help compare:

Revenue + Costs + Expenses = Profitability

Organizations can analyze profitability by:

Product
Customer
Branch
Region
Department
Business Unit

This helps management understand where profit is being generated.

Trend Analysis

Trend analysis helps identify how business performance changes over time.

For example, management may compare:

January → February → March → April → May

This can reveal whether:

Sales are increasing
Sales are declining
Expenses are rising
Profit margins are changing
Customer demand is changing

Trend analysis is an important BI capability.

Comparative Analysis

BI can compare business performance across different categories.

Examples include:

Current Year vs Previous Year
Current Month vs Previous Month
Region A vs Region B
Product A vs Product B
Branch A vs Branch B

Comparative analysis helps management identify differences and performance gaps.

Data Visualization

Data visualization means presenting information using visual formats.

Common visualization types include:

Bar Charts
Line Charts
Pie Charts
Tables
KPI Cards
Maps
Trend Graphs

Visualization can make complex business information easier to understand.

Interactive Dashboards

Modern BI dashboards can allow users to interact with data.

For example, a manager may select:

Year → Region → Product → Customer

and view updated information.

This allows users to explore business data without creating a completely new report for every question.

Drill-Down Analysis

Drill-down allows users to move from summarized information to detailed information.

For example:

Total Sales

↓

Region-wise Sales

↓

City-wise Sales

↓

Customer-wise Sales

↓

Invoice-level Details

This allows management to identify the source of a particular business result.

Data Filtering

Large datasets often contain thousands or millions of records.

Filtering helps users focus on specific information.

For example:

Sales for a particular month
Sales of one product
Customers from one region
Purchases from a particular supplier

Filters make analysis more efficient.

Data Sorting

Sorting allows users to arrange information according to specific criteria.

For example:

Highest Sales → Lowest Sales

Lowest Stock → Highest Stock

Sorting helps users quickly identify important records.

Data Aggregation

Aggregation means summarizing large amounts of data.

For example, instead of reviewing 10,000 individual sales transactions, BI can calculate:

Total Sales = ₹50,00,000

Similarly, it can calculate:

Total Quantity
Average Sales
Maximum Sales
Minimum Sales
Number of Orders

Aggregation is fundamental to business reporting.

Business Intelligence Process

A typical BI process can be understood as:

Data Collection → Data Integration → Data Cleaning → Data Storage → Data Analysis → Visualization → Business Decision

Each stage contributes to creating useful business insights.

Data Collection

Data may come from multiple sources.

Examples include:

ERP
CRM
Excel
Databases
Websites
Applications
Sales Systems
Financial Systems

BI solutions can bring information from different sources into a common analytical environment.

Data Integration

Organizations often use multiple systems.

For example:

ERP + CRM + Excel + Website + Accounting Software

Data integration helps bring information from different sources together.

This creates a more complete business view.

Data Cleaning

Raw business data may contain errors or inconsistencies.

Examples include:

Duplicate Records
Missing Information
Incorrect Names
Incorrect Dates
Inconsistent Categories

Data cleaning improves the quality of information used for analysis.

Data Warehousing

A Data Warehouse is a centralized environment used for storing and analyzing large amounts of structured business information.

Organizations may collect information from multiple operational systems and make it available for analytical reporting.

The purpose is to support efficient analysis and historical reporting.

Historical Data Analysis

ERP systems often focus heavily on current business operations.

BI can help organizations analyze historical information.

For example:

Sales Performance – Last 5 Years

This can help identify:

Long-Term Trends
Seasonal Patterns
Growth
Decline
Business Cycles

Historical analysis can support strategic planning.

Business Intelligence and Management

Management requires accurate information to make decisions.

BI can provide management with a centralized view of important business indicators.

For example, an executive dashboard may show:

This provides management with a quick overview of business performance.

BI for Different Departments

Business Intelligence can support almost every major business function.

Sales

Sales trends, targets and customer performance.

Finance

Revenue, expenses and profitability.

Inventory

Stock levels, movement and valuation.

Purchase

Supplier performance and procurement costs.

HR

Employee data and workforce trends.

Marketing

Campaign performance and customer analysis.

Production

Production performance and material consumption.

ERP and BI Integration

ERP and BI work together by connecting business transactions with analytical reporting.

For example:

ERP Records Sales

↓

BI Analyzes Sales

↓

Dashboard Shows Sales Performance

↓

Management Makes Decision

This transforms operational data into management intelligence.

Business Intelligence Automation

Modern BI environments can automate reporting processes.

Instead of manually preparing reports every day or month, dashboards can be updated based on available business data.

Automation can help reduce:

Manual Reporting
Repetitive Work
Data Entry
Reporting Delays

It can also help management access information faster.

Real-Time Business Information

Depending on the technology and system architecture, BI solutions may provide frequently updated or near-real-time information.

For example, management may monitor:

Current Sales
Current Orders
Inventory
Customer Activity
Financial Performance

This can support faster decision-making.

BI and Artificial Intelligence

Modern Business Intelligence is increasingly connected with Artificial Intelligence.

AI can help businesses identify patterns and generate insights from large datasets.

Potential applications include:

Predictive Analytics
Demand Forecasting
Customer Analysis
Sales Forecasting
Anomaly Detection
Automated Insights

This is making BI increasingly powerful for modern businesses.

Predictive Analytics

Traditional BI often answers:

What happened?

Predictive analytics attempts to answer:

What may happen next?

For example, historical sales data may be analyzed to estimate future demand.

Predictive analytics can support:

Sales Forecasting
Demand Planning
Inventory Planning
Customer Retention
Business Forecasting

Practical Business Scenario

Consider a retail company operating multiple branches.

The ERP system records sales, inventory, purchases and financial transactions.

The management team wants to know which branches are performing best.

BI can collect the ERP data and create a dashboard showing:

Branch-wise Sales
Profit
Number of Orders
Customer Count
Inventory
Monthly Growth

Management can then compare branches and identify high-performing and underperforming locations.

The same data can be further analyzed by product, customer or month.

This demonstrates how ERP and BI can work together.

Who Should Learn ERP – BI?

The ERP–BI programme can be useful for:

Students
Fresh Graduates
MBA Students
BBA Students
Commerce Students
Business Professionals
Management Professionals
ERP Aspirants
Business Analysts
Data-Oriented Professionals
MIS Professionals
Entrepreneurs
Working Professionals

ERP–BI for Freshers

Fresh graduates can develop an understanding of how businesses use data to support decision-making.

The programme can help learners understand:

Business Data
ERP Information
Reporting
Dashboards
KPIs
Data Analysis
Business Insights

This provides a foundation for careers related to business analysis, MIS, reporting and ERP.

ERP–BI for Working Professionals

Professionals working with Excel, MIS, reporting, sales, finance or operations can benefit from Business Intelligence knowledge.

BI can help professionals move from simple report preparation toward more structured data analysis and business reporting.

Career Opportunities

ERP–BI knowledge can support career opportunities such as:

Business Intelligence Executive

Works with business data and reporting systems.

BI Analyst

Analyzes business data and develops useful insights.

MIS Executive

Prepares management reports and business information.

Reporting Analyst

Develops and maintains business reports.

Business Analyst

Studies business processes and data to support organizational decisions.

Data Analyst

Analyzes structured data to identify trends and insights.

ERP BI Consultant

Supports organizations in integrating ERP information with BI reporting and analytics.

Dashboard Developer

Works on business dashboards and visualization solutions.

Why Learn ERP – BI?

Modern organizations generate enormous amounts of data.

The ability to understand and analyze business data has therefore become increasingly valuable.

ERP–BI combines:

ERP + Business Data + Reporting + Analytics + Visualization + Decision-Making

This makes BI a useful skill for professionals interested in modern enterprise technology.

Why Choose SRC Education?

SRC Education provides professional, career-oriented training in ERP, technology, accounting and business-related domains.

The ERP–BI programme is designed to help learners understand how business information is collected, analyzed and presented for decision-making.

The training focuses on practical business understanding and helps learners connect ERP-generated information with real-world business analysis.

Build Your Career with ERP–BI

Businesses today do not only need people who can enter or manage data.

They also need professionals who can understand data and convert it into useful business information.

Business Intelligence provides this capability.

By learning ERP–BI, students and professionals can understand how sales, finance, inventory, customers and other business information can be analyzed through reports, dashboards and analytical tools.

Start Your ERP – BI Learning Journey

The ERP – BI Course at SRC Education provides learners with a professional understanding of Business Intelligence and its relationship with ERP systems.

From business data collection and reporting to dashboards, KPIs, data visualization, trend analysis, comparative analysis, drill-down reporting and business analytics, learners can understand how organizations transform data into useful information.

The programme also introduces the importance of ERP integration, data-driven decision-making and modern analytical approaches in today’s business environment.

With practical learning and continued professional development, learners can build a strong foundation for careers in Business Intelligence, MIS, Business Analysis, Data Analytics and ERP.

Take the Next Step Towards Your Data-Driven Career

If you are interested in Business Intelligence, Data Analysis, MIS, ERP, Reporting, Dashboards or Business Analytics, ERP–BI can provide a strong foundation for understanding how modern organizations use data.

Develop your business intelligence skills, understand ERP data and learn how information can support better business decisions with SRC Education.

SRC Education

B-33, Near Metro Pillar No-43, GF, Laxmi Nagar, Delhi – 110092

Contact: +91 9811631557, 9354132228

Website: www.srceducation.in

Transform Data into Insights. Turn Insights into Better Decisions.

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