Client: Construction Company.
Technology Solutions: Microsoft Power BI for creating interactive reports.
Data Source: Viewpoint
Industry: An innovative design-build, branding, and technology firm exclusively for financial institutions. Backed by over a century of experience.
Currently the client is using Viewpoint, a software designed specifically for handling and reporting operations for construction business, be it financial or resource ops.
Due to its limitations in user experience/interactivity, the client was looking for a more user-friendly driven reporting process.
They were also looking to leverage their data in a way that would shift their existing reporting process from Viewpoint to Power BI and further enhance it.
The requirements were to replicate their existing reports in Viewpoint and to create analytics reports in Power BI that would showcase their current financial standings in different aspects of their business.
Although their business logic to replicate the reports was straightforward and non-complex, the way it was incorporated/achieved and the tools available within Power BI were causing increased loading times and sluggish user experience.
Before the free 1-hour session, we’ll first schedule a quick 15-minute discovery call to understand your reporting challenges and prepare a tailored roadmap for your business.