Unlocking Enterprise Business Intelligence Through a Unified Data Platform
Challenge
A large professional services organization faced increasing complexity in managing financial, operational, and resource data across multiple business units, including Audit, Tax, IT, and Talent. Each department relied on different enterprise tools, resulting in fragmented data and inconsistent reporting.
Manual data consolidation was time-consuming and error-prone, with monthly reporting cycles often taking days to complete. The organization’s leadership lacked centralized, real-time dashboards to support executive decision-making and portfolio management, while inconsistent budget tracking and forecasting limited financial visibility across the organization.
The client needed a scalable, centralized data solution to unify disparate data sources, automate reporting, and provide timely, accurate insights across departments.
Solution
INSPYR Solutions established a dedicated Dataverse Delivery Team to design and implement an enterprise-wide data intelligence framework. The solution would unify data from multiple systems and deliver standardized, automated reporting with role-based visibility. The team implemented the following key parts of the solution:
- Enterprise Data Integration: Consolidation of financial, operational, and resource data from SAP, Qlik Sense, Excel, Anaplan, and ServiceNow into a unified data landscape.
- Executive and Operational Dashboards: Development of customized Power BI dashboards providing high-level executive insights with the ability to drill down into detailed operational metrics.
- Automated Reporting: Automation of monthly reporting processes through scheduled data refreshes and workflows, significantly reducing manual effort.
- Tailored KPIs: Support for multiple business functions with customized KPIs for financial tracking, certifications, forecasting, and project status reporting.
- Scalable Analytics Framework: A flexible and sustainable architecture designed to accommodate new data sources and changing business requirements over time.
Outcome
The unified data intelligence solution delivered measurable improvements in efficiency, visibility, and decision-making:
- Process Automation: More than 10 manual reporting processes were automated, reducing analyst effort and cycle times.
- Reporting Efficiency: Monthly reporting tasks that previously took days could be completed overnight through automated workflows.
- Improved Visibility: Financial actuals, forecasts, certifications, and project status indicators became available in near real time.
- Forecast Accuracy: Real-time integration of actuals and budget data improved financial planning and forecasting across departments.
- Scalability: The solution established a future-ready analytics foundation that can expand as new business questions and data sources emerge.
Client Profile
The client is a large professional services organization supporting multiple business functions, including audit, tax, IT, and talent operations.
Technologies Supported
Anaplan, Excel, Power BI, Power Query, Python, Qlik Sense, SAP, SharePoint, Tableau, Visual Basic, ServiceNow
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