End-to-End Power BI Solution for FinTech with Real-Time Salesforce Data
Our client is based in New York, USA, and operates in the FinTech industry. They provide services like tax, valuation, and advisory across more than 170 countries. They were facing challenges with scattered data, slow reporting, and manual approval processes. Because of this, it was difficult for them to get real-time insights and maintain proper control and compliance. To overcome these challenges, they approached us for an end-to-end Power BI solution that could unify reporting, enable real-time Salesforce data in Power BI, and streamline approvals using a secure and scalable architecture
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Industry
Fintech -
Country
USA
Technologies
Power BI
Power Apps
Salesforce
Azure AD
Power Query/DAX
Business Goals
The client wanted to improve how they use their data for daily operations and decision-making. They were looking for a solution that could give them faster insights, simplify approvals, and ensure their data remains secure and compliant.
- Enable real-time analytics from Salesforce data in Power BI
- Streamline approval workflows with better control and visibility.
- Ensure secure data handling with audit-compliant processes.
- Reduce manual efforts and improve operational efficiency through Power BI dashboard development
Business Challenges
No single platform for analytics and approvals
The client was using different tools for reporting and approvals, which created confusion and delays. Teams had to switch between systems, making the overall process slow and harder to manage efficiently.
No real-time insights from Salesforce data
They were unable to quickly turn Salesforce data into useful insights. This caused delays in decision-making and made it difficult for leadership to respond to business needs on time.
Limited control over approvals and data updates
The approval workflows were not clearly defined, and there was no strong control over data changes. This increased the risk of errors and made it difficult to track who approved or modified the data.
Compliance and audit challenges
Due to disconnected systems, it was hard to maintain proper audit trails. Tracking changes and ensuring compliance became a complex and time-consuming task.
High dependency on manual processes
A large part of the work was done manually, which slowed down operations. It also increased the chances of human errors and reduced overall productivity.
Technical Solution
We delivered an end-to-end Power BI solution integrated with Salesforce, enabling real-time data insights, automated workflows, and secure data governance through scalable Power BI dashboard development.
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Interactive real-time dashboards
We created Power BI dashboards that show live data from Salesforce. This helped the client track performance, identify trends, and make faster decisions without waiting for manual reports.
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Seamless Salesforce integration
The solution was connected with Salesforce using APIs, allowing smooth data flow between systems. This ensured that all dashboards always show the most up-to-date information.
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Streamlined approval workflows
We built custom approval processes using Power Apps, making it easier for teams to review and approve data. This reduced delays and improved overall process efficiency.
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Secure data management and audit tracking
We implemented role-based access, secure data write-back, and detailed audit logs. This helped the client maintain compliance, track all changes, and ensure data accuracy.
Project Glimpse
Key Features
Real-time Power BI Dashboards
Salesforce API Integration
Approval Workflows with Power Apps
Secure Data Write-back
Audit Logging
Data Modeling (Power Query & DAX)
Scalable Deployment with Azure AD
Results
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01.
Faster decision-making
With real-time dashboards, the client can now access up-to-date insights instantly, helping teams make quicker and more informed decisions.
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02.
Improved approval efficiency
The new approval workflows reduced delays and made the entire process smoother and more controlled.
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03.
Better data accuracy and compliance
Secure data handling and audit tracking ensured that all data is accurate, traceable, and compliant with regulations.
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04.
Reduced manual effort
Automation of reporting and approvals significantly reduced manual work, saving time and improving overall productivity.
Let’s get in touch!
India
SPEC House, Parth Complex, Near Swastik Cross Roads, Navarangpura, Ahmedabad 380009, INDIA.
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+91-79-26404031, 32-33-34 -
[email protected]
