Modern Finance with Power BI: 10-Wk Implementation

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 implementation can enable data engineering efforts using one or two data sources, leverage modern architecture, and develop interactive and insightful dashboards.

Benefits of deploying a modern Financial Dashboard:

  • Minimize the amount of work needed by CFO office
  • Reduce mundane, repetitive tasks and reduce the human touch points that are needed for regular reporting
  • Provide visibility for company leadership (outside CFO office) in terms of financial metrics and the future potential
  • Enable human-assisted AI for accurate financial forecasting, monitoring and actionable outcomes for financial success of the company

Deliverables:

  • Data Platform Foundation: Set up new Azure & Power BI development and production environments
  • Data Integration and Data Cleansing: Effective integrations for 2 data sources using Azure Synapse common data models
  • Business Intelligence Reporting: Power BI dashboard with three levels of views, limited to 5 underlying reports
modern finance 10wk
modern finance 10wk
modern finance 10wk
modern finance 10wk

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