DATA ANALYTICS AND BUSINESS INTELLIGENCE
POWER BI DATA
VISUALIZATION.
Brand: Big 4 professional services firm
Reach: Global, focus on a mega-project in Saudi Arabia
Industry: Cross-industries
Channel(s) and tool(s): Power BI; Power Query; Robotic Process Automation (RPA)
Services: UI/UX design; Data analytics; Business Intelligence; Change management
Outcome: Power BI dashboard, -78% decision time, 200 yearly man-days saved.
01
The Background
The company, a Big 4 global consultancy, built and served a $250M account for a mega-project in Saudi Arabia.
As the account grew rapidly, it was looking to structure its operations and financial reporting capabilities to leverage the large amount of data collected.
02
The Challenge
The account was complex and divided into 30 sub-accounts. Financial data was fragmented across multiple platforms, inconsistently collected, and disintegrated.
Financial reporting took days to clean to create simple dashboards. Decision-making was slow and based off incomplete data, causing delays and mistakes.
03
The Objectives
Clean, consolidate and centralize data into a data warehouse for consistent, speedy processing.
Develop a data vizualisation dashboard using Power BI to easily consume the data and highlight trends, patterns, and insights.
Educate and train users to accurately and consistently collect data and make data-driven decisions based on the delivered business intelligence.
SOLUTION
Data Analytics and Business Intelligence. Delivered.
Our first step was to map the data flow. With a mix of a SalesForce CRM and a custom financial system, data was coming in many shapes and forms. Both systems were integrated, but access and data rules were unique to each system.
Once we understood and mapped the data flows, we designed the integration plan and used Power Query for Robotic Process Automation (RPA). We centralized and cleaned the data into a warehouse. This prepared it for a clear and actionable Power BI dashboard.
Therefore, we proceeded to design a clean, multi-page dashboard, that was tailored to the account and focused on clear, actionable insights. Furthermore, the dashboard contained business intelligence recommendations based on trends and overall financial results.
Finally, data analytics and business intelligence were foreign concepts to the teams. RBI organized and led 30+ training sessions and developed materials to educate and train the users, manage change and ensure adoption. Trainings were both technical on guiding users to use the platform, as well as theoretical on how to understand, read, and interpret data.
OUTCOME
-78%
Decision time from close of financial period to strategy
200
yearly man-days saved through automation
1
Single Power BI dashboard for centralized, data-driven decision making
Bringing it all together
We successfully transformed the data management processes for our Big 4 consultancy clien, centralizing and cleaning their data. We created a streamlined Power BI dashboard that reduced decision-making time by 78% and saved 200 man-days annually through automation. Our training sessions empowered the team to use data analytics effectively, and created a culture of data-driven decision-making. This project exemplifies how strategic data solutions can enhance operational efficiency and drive impactful results in a complex business environment.
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