A leading technology service provider unifies multiple business operation tools using Microsoft Fabric | PreludeSys

About the client

The client is a leading technology service provider specializing in digital transformation services from App Development to Data and AI. Located in California, they have been in the industry for over 25 years, serving manufacturing, financial services, technology, healthcare, and professional services.


Client challenges

The customer faced significant challenges with data being siloed across various sources, including multiple home-grown applications like QuickBooks, Tally, Zoho, Salesforce, and GREYTHR. This fragmentation hindered the predictive analytics models, resulting in inaccurate outcomes. Additionally, the reliance on manual processes made it difficult to generate critical business operational Key Performance Indicators (KPIs) across multiple departments, such as finance, sales, and marketing.

 

Solution

Through a comprehensive discovery session, we identified the critical business challenges and implemented the following solutions to address them:

  • Integrated data from various sources (such as QuickBooks, Zoho, Tally, Salesforce, and GREYTHR) into a central hub on Fabric Warehouse using Dataflow Gen2.
  • Transformed and built a robust data model within the Fabric Warehouse and centralized all relevant data into a single repository for easy access and optimized reporting and analysis.
  • Enriched Power BI Reports and intelligent dashboards were created that provided visualizations and intuitive insights into critical business KPIs.
  • Created new tailored reports and dashboards to meet each department’s needs which also enabled business unit specific insights.
  • Data-driven actionable insights from multiple operational tools were simultaneously leveraged, which enabled proactive decision-making based on real-time data analysis.
  • Implemented data domain governance practices to ensure data quality, security, and compliance, as well as established rules and protocols for data handling and access.
  • Created dashboards on predictive modelling to analyze operating expense trends by Department as an amount or percentage of total revenue.
Results at a glance
Unified integration and centralized data handling for different business purposes Visualized data using intelligent dashboards and Power BI reports for predictive analysis  Ease of secure data access from a single portal 
Benefits
  • Automated daily reports saved time and reduced errors in critical KPIs.
  • Centralized data from various sources into Fabric Warehouse, improved accessibility, and streamlined operations.
  • Enabled predictive analytics models with structured data from Salesforce databases, facilitating proactive decision-making.
  • Enriched Power BI Reports and intelligent dashboards delivered actionable insights across departments for optimized business operations.
Technology

Microsoft Fabric