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
Power BI
Power Apps
Salesforce
Azure AD
Power Query/DAX
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.
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.
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.
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.
Due to disconnected systems, it was hard to maintain proper audit trails. Tracking changes and ensuring compliance became a complex and time-consuming task.
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.
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.
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.
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.
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.
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.
With real-time dashboards, the client can now access up-to-date insights instantly, helping teams make quicker and more informed decisions.
The new approval workflows reduced delays and made the entire process smoother and more controlled.
Secure data handling and audit tracking ensured that all data is accurate, traceable, and compliant with regulations.
Automation of reporting and approvals significantly reduced manual work, saving time and improving overall productivity.
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