All customer stories
Reporting & close
~1,200 hours a year saved, with 15% more billable hours
A 1,000-person software company built one reporting strategy across six functions.
About the client
- Industry
- Software development
- Size
- $50M revenue
- Timeline
- [X weeks]
The challenge
This multi-country software company needed one data and reporting strategy. It covered BD and CRM, sales, project profitability, HR, delivery and product development, with data from software reports, back-end databases and manually kept Excel masters.
What it meant for the team
CFO
No reliable view of project-level profitability.
Controller
Manual masters with unclear ownership and accuracy.
FP&A
Hours lost every month collating data across functions.
How we delivered it
- Step 1[X weeks]
Advise and design
- Defined the end-to-end cloud strategy and architecture
- Defined cross-functional KPIs
- Set master data definitions and ownership
- Step 2[X weeks]
Build and automate
- Cloud data pipeline for transformation and warehousing
- Power BI dashboards across six functions
- Checks, controls and reconciliations built in
- Step 3[X weeks]
Launch and embed
- [Add go-live, training and adoption details]
Total timeline: [X weeks]
Solution stack
Advisory services
- Cloud data strategy
- Cross-functional KPIs
- Master data ownership
Data sources
- Software reports
- Back-end databases
- Excel masters
Storage and transformation
- Cloud ETL and warehouse
Logic and workflow
- KPI calculations
- Reconciliations
Insights delivery
- Power BI
Impact
90%
faster report preparation
~1,200
hours saved a year
15%
better billed vs non-billable hours
Outcomes
- 100% accuracy through checks, controls and reconciliations
- Clear view of resource allocation and profitability
