A leading financial service provider leverages Power BI to automate all their managed services | PreludeSys

About the client

The client is a leading portfolio holding company that enables guided transformations across diverse sectors, such as manufacturing and electronics. They provide granular transparency through critical processes, software tools, and managed services, driving precise execution for alpha returns. Their innovative approach redefines industry standards, empowering businesses to reach their full potential. 


Client challenges
  • Standardized operational processes across a spectrum of merged and acquired entities, which included streamlining workflows, aligning diverse systems, and establishing cohesive methodologies to ensure a unified approach to operations.
  • Unify data across Salesforce, Business Central, Oracle ERP, and Excel spreadsheets. Integrating these disparate data sources into a cohesive framework was a challenge.
  • Handle delays due to manual data consolidation that resulted in inefficiencies in plant performance analysis and hindered cash flow management.
  • The existing setup posed constraints on collaboration, preventing seamless engagement with all necessary business stakeholders. This hindered communication, coordination, and alignment across departments.
Solution
  • Conducted a Comprehensive Assessment and GAP Analysis: A thorough examination of the available applications and data landscape provided a detailed understanding of existing systems, pinpointing areas for enhancement and paving the way for a streamlined strategy.
  • Performed an Analysis of Tools and Technologies: Ensured seamless integration with organizational requirements to optimize the technological framework, boosting operational efficiency.
  • Rationalized Applications and Data Insight Tools: We streamlined and optimized the client’s portfolio of applications and data insight tools. This process eliminated redundancies, improving overall effectiveness and resource allocation.
  • Centralized Data Feeding into a Unified Store: Systematically fed data into the central data store based on entity classification to ensure data integrity, accessibility, and relevance, supporting informed decision-making across all levels.
  • Enabled Executive Dashboards and Operational Insights: We identified and enabled executive dashboards and operational insights tailored to stakeholders at every organizational tier.
Results at a glance
Enabled informed decision-making at a strategic level, contributing to the overall advancement of the organization Better understanding of critical areas and enabled more effective actions Minimized expenses and maximized the value derived from technological investments
Benefits
  • Accelerated the transformation process with deeper visible insights.
  • Developed dashboards and visuals for targeted views of business segments.
  • A streamlined process was achieved through the rationalization of software tools and technologies.
  • Operational costs were reduced through automated manual operations and consolidation of licenses.
Technology

Microsoft Azure, Salesforce, Business Central, Power BI, Power Platform, Oracle Apex, Oracle DB