Client: Financial Advisory (+10 SMEs)
Excel was obsolete, errors were manual and consolidation was impossible across several companies at once.
We carried out a complete migration to PowerBI with normalised modelling, automatic ETL, per-company dashboards and architecture on Power Platform and Dataverse.
Anatomy of the solution
From input to outcome: explore the four parts of the journey.
Company data and reporting processes.
Explanatory diagram based on the described solution. It simplifies the journey; it is not a deployed infrastructure diagram or a live monitor.
Reading the project
Spreadsheets reach their limits when consistency must be maintained across companies, sources and versions. Migration is not simply reproducing Excel on a screen: it requires a model that supports consolidation while retaining each company’s boundaries.
Normalisation and automatic ETL reduce reliance on manual transformations. Per-company dashboards and role-based permissions separate access and analysis. Power Platform and Dataverse provide the structure supporting PowerBI visualisation.
Connection to today’s offering
The context connecting the company
Explore the serviceCurrent relevance and possible evolution
The connection to Enterprise Brains is a reliable data foundation accessible within context. Before introducing analytical agents, companies should agree definitions, owners and access rules.
This connects the case experience to our current services. Proposed extensions are not presented as features already delivered.
Method and scope
Compare preparation time and corrections across equivalent reports. Include migration, maintenance and licensing costs when assessing payback.
Error reduction depends on the error type and reports measured; it does not mean all source data is automatically corrected.
Basis of this analysis: the description, capabilities and stack published in this case. No new measurements are added and no independent audit of its results is implied.
One hour, no sales deck: we analyse your operation and tell you what can be built, where to start and what is not worth touching yet.
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