BimmerBI Evolution Phase I

Strategic Overview

Bimmer Puerto Rico operates with ShopBoss as its operational backbone. While transactions are captured daily, structured financial intelligence, labor efficiency control, and executive visibility are not engineered at a systems level.

Phase I formalizes a structured Industrial Engineering execution model that converts operational data into measurable financial intelligence.

Operational Intelligence Architecture

Technician worked vs billed modeling
Labor cost allocation per Repair Order
Profitability visibility by service category
Executive KPI control layer
Scalable data foundation for future integrations

Dashboard Deployment

Executive Power BI environment engineered for decision-making. Fully interactive filtering by technician, period, service category, and financial impact.

Phase I Engineering Scope (40 Hours)

ShopBoss data structuring & normalization
Technician efficiency modeling
Labor variance & leakage detection logic
Cost-per-RO engineering model
Executive dashboard deployment
Strategic next-phase roadmap

Engineering execution. Financial clarity. Structural control.

Executive Financial Engagement Structure

This proposal formalizes a structured Industrial Engineering engagement between Bimmer Puerto Rico and ExpertsBI Consulting.

Phase I is not dashboard development. It is a structural operational intelligence build designed to engineer financial visibility inside the workshop.

Engagement Framework — Phase I

Period: March 15 – April 15
Engineering Allocation: 40 Hours
Professional Rate: $85 per hour

Total Strategic Investment: $3,400

What the 40-Hour Block Accomplishes

The 40-hour engineering allocation is concentrated into one high-impact operational pillar selected by management to guarantee measurable financial impact before expansion.

Complete operational diagnostic
Data structuring & normalization
Labor efficiency baseline creation
Financial variance modeling
Executive intelligence deployment
Strategic expansion blueprint

Return on Structural Upgrade

Immediate visibility into technician productivity
Quantified labor leakage reduction opportunity
Repair Order profitability clarity
Reduced managerial blind spots
Foundation for scaling operational intelligence

Deliverables

Structured financial data model
Operational Intelligence Dashboard
Labor efficiency baseline report
Profitability visibility framework
Phase II expansion roadmap

This engagement represents a structural operational upgrade — not an expense.