We moved the client’s static reports to a modern Power BI model, delivering faster analysis.

Our team redesigned the dashboards with updated KPIs, industry benchmarks, and improved navigation, while implementing secure access and the appropriate licensing model.

Overview 

A financial data consulting company needed to update its old reporting setup and moving to a Power BI environment that supports real-time data, secure access, and better visuals. The client partnered with us to modernize the reporting experience, make faster decisions, and enable simpler access for thousands of finance brokers. 

Client Background 

The client creates analytical platforms and app-based financial tools. These help businesses check performance, compare with industry benchmarks, and make smart decisions. Businesses use their data solutions to check financial outcomes and improve growth plans.

Challenges 

• The existing SSRS reports were basic, with limited interactive capabilities and limited visualization options. 

• KPIs and filters were fixed and not dynamic; hence, users were unable to explore or modify views to examine business metrics from various perspectives. 

• The report design and layout were outdated and did not support real-time data updates. 

Solutions 

• Built Power BI reports with direct, live connections to SQL Server data sources for real-time data visibility and up-to-date insights. 

• Added industry benchmarks and top performer comparisons to dashboards. This helps users compare their performance with market leaders. 

• Facilitated secure collaboration through Power BI license management and guest user access, ensuring proper stakeholder engagement with controlled data security. 

• Designed modern, outcome-focused dashboards that prioritize visual clarity and intuitive usage to enhance the effectiveness of decision-making. 

Tech Stack 

The project used a combination of modern Microsoft technologies to ensure scalability, performance, and security. 

• SQL Server 2014 and SQL Server 2022 

• Power BI and Power BI Admin Portal 

• OneDrive 

• Excel 

Business Values 

• The company was able to update its financial reporting into a usable business asset through the new Power BI-based solution.  

• Assisted the Bank of New Zealand with the organization’s successful Data Mining App services.  

• Lifted collaboration across 17,000+ finance brokers through a robust license management framework utilizing Azure AD.  

• Improved the report usability and visualization with Power BI’s dynamic data modeling. 

Future Scope 

We plan to help the client move toward a broader intelligent analytics framework. The next steps include forecasting models, automated data refresh using Power BI Service and Azure, and role-based dashboards for executives, analysts, and brokers.