Modern Finance with Power BI: 2-Wk Proof of Concept

Modern financial metrics for CFOs and executive leadership, management, and business units.

Generate modern Power BI reports using data migrated from enterprise systems such as ERP, CRM, and other data sources. This proof of concept can showcase what a full implementation can provide. Generate insights from the data currently available in traditional databases such as SQL, partitioned SQL, and more. Start your journey towards leveraging modern architecture and interactive and insightful dashboards. We’ll end this engagement by giving you steps to get there.

A POC for a modern Financial Dashboard can help you envision, illustrate and plan for:

Minimizing the CFO office workload
Reducing mundane, repetitive tasks and the human touch points that are needed for regular reporting
Providing visibility for company leadership (outside CFO office) in terms of financial metrics and the future potential
Enabling human-assisted AI for accurate financial forecasting, monitoring and actionable outcomes for financial success of the company

This POC will include:

One enterprise reporting Power BI dashboard with three levels of views, limited to 2 underlying reports
Functional and technical design document for data integration and data mart loads that support the POC report
Best practices in enterprise Power BI platform deployment, data modeling and DAX logic