Agency Analytics - Client 105

Objectives

The client required KPI reporting from a customised application used to manage their fulfilments in percentages.

The previous solution used was Microsoft Excel based which was prone to errors, took several weeks to prepare, and could not track historical trends.

The KPIs reports were required to be delivered to multiple audiences in either a detailed or aggregated fashion (i.e. rolled by a regional manager).

Having already started a migration to Azure, the client approached Smart Statistics to deliver a more automated solution using Microsoft Power BI to facilitate the current KPI reporting and allow for Self Service Reporting.

Key outcomes:

Reduced Report Building Time – Where previously weeks were spent building reports before they were distributed, now only a sanity check is required.

Reduced Reporting Collateral – Multiple Spreadsheets containing different sets of business logic and historical data have been replaced by a single Power BI Model and a handful of reports.

Enhanced Security – Report data can now be managed with Row-Level Security and aggregated to serve multiple audiences with a single report easily.

Uptake and Adoption – The Power BI Model was modelled and built from an organisational view that was not dependent on the source system. Hence, more business division units have been able to be onboarded onto the Shared Power BI Model.

Self-Service Reporting – Advanced users can now also use Power BI to build their own reports with cleansed and approved data, instead of using extracts from the source systems.