How AEI Unified Disconnected Systems and Turned Data Into Decisions

Australian Electrical Industries (AEI) is a leading name in commercial and industrial electrical contracting across Australia. Like many growing businesses, AEI used a range of tools to manage different areas of the business—Simpro for operations, Asana for tasks, Xero for finance, and Excel for ad hoc reporting.

But there was a problem: none of these systems talked to each other.

The Problem: Data in Every Corner, but Nowhere to See It All

As AEI scaled up, so did the complexity of managing their data. Their teams were entering data in multiple systems—but there was no easy way to bring it all together. Management wanted to track KPIs, see project trends, and make decisions based on real insights—not scattered spreadsheets. Without a unified view, everything was reactive. And that wasn’t good enough anymore.

The Solution: One Warehouse, Real-Time Dashboards, Clear Decisions

We started by auditing all their systems, mapping how data flowed—or didn’t—across Simpro, Asana, Xero, and Excel. Then, instead of introducing a brand-new software stack, we built something better: a custom Aloka Data Warehouse that centralized everything.

With the warehouse in place, we designed interactive Power BI dashboards to give AEI the insights they needed—from high-level KPIs down to individual job profitability. Because Power BI works seamlessly in the Microsoft ecosystem, internal sharing was simple, and user adoption was fast.

What We Used

  • Simpro (Job & Operations)

  • Asana (Tasks & Workflow)

  • Xero (Finance)

  • Excel (Supplementary Data)

  • Aloka Data Warehouse (Integration & Storage)

  • Power BI (Data Visualization & Dashboards)

The Outcome: Smart Systems, Smarter Business

Now, AEI has what they were missing: a single source of truth.

  • They can see real-time data across the entire business

  • Management can set and track meaningful KPIs

  • Teams spend less time chasing data, and more time acting on it

  • Decision-making is clearer, faster, and backed by facts

This project didn’t just improve visibility—it transformed how AEI runs.


Want to turn scattered data into clear decisions like AEI?

Let’s talk. We’ll help you unlock the power of what you already have.

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