The company was looking to better extract insights from multiple existing data warehouses, and a KPI reporting dashboard to produce operations and management reports on an automated basis, with the data changes populated daily.
We built a data lake with direct links to data within the existing warehouses, while simultaneous cleaning the data to extract useful information from the numerous sources.
We constructed an auto-refreshed Power BI reporting dashboard summarizing key financial, operational, and supply-chain metrics, along with the ability to “drill down” to more specific data sets.
This system allowed our client to seamlessly track performance of a complex downstream supply-chain, while extracting meaningful insights from user-friendly and visual dashboards leading to improved business efficiency.
An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
