BI Platform Customisation
Custom-Made
ERP and DMS
industry
Manufacturing
technology used:
Custom-Made
ERP and DMS
Outline of the Challenge:
A leading German bank faced challenges in managing and reviewing their financial reports due to the lack of an efficient system for making cell-based corrections and adding comments within their Power BI dashboards.
The existing process was manual, time-consuming, and prone to errors, leading to delays in report finalization and decision-making. Additionally, it was crucial for the new solution to be both internal and external audit-prone, ensuring compliance with stringent regulatory and reporting standards.
Proposed Solution
Data Hiro proposed a customized solution that integrates Power Apps with Power BI to enable cell-based corrections and comments. This approach aimed to provide the bank with a seamless and interactive reporting tool where users could directly update data points and add contextual comments within the Power BI interface. The solution leveraged the flexibility and integration capabilities of Power Apps to enhance the functionality of Power BI dashboards while ensuring compliance with internal and external audit requirements.
Team Size
1 Power BI / Power Platform Expert
BI Platform Customisation
Project Journey
1
Requirement Analysis and Planning:
○ Conducted detailed consultations with the bank's stakeholders to understand their specific needs and reporting challenges.
○ Defined the project scope, objectives, and key performance indicators (KPIs) to measure success.
○ Developed a comprehensive project plan outlining timelines, milestones, and resource allocation.
2
Design and Prototyping:
○ Created a conceptual design for the integrated Power BI and Power Apps solution, focusing on user experience and ease of use.
○ Developed prototypes to demonstrate the capability of making cell-based corrections and adding comments directly within Power BI dashboards.
○ Ensured the design included robust audit trails to meet compliance requirements.
○ Gathered feedback from the bank's users and refined the design accordingly.
3
Development and Integration:
○ Built the customized solution, integrating Power Apps with Power BI to enable real-time data updates and annotations.
○ Ensured secure data handling and compliance with the bank's stringent data protection regulations.
○ Incorporated comprehensive logging and tracking features to ensure the solution was audit-prone.
○ Conducted extensive testing to identify and resolve any integration issues or bugs.
4
Deployment and Training:
○ Deployed the solution in a controlled environment to ensure minimal disruption to the bank's operations.
○ Provided comprehensive training sessions for the bank's staff, ensuring they were proficient in using the new system.
○ Offered continuous support and troubleshooting during the initial rollout phase.
5
Monitoring and Optimization:
○ Implemented monitoring tools to track the performance and usage of the new system.
○ Collected user feedback to identify areas for further improvement.
○ Made ongoing enhancements to optimize functionality and user experience.
1
Requirement Analysis and Planning:
○ Conducted detailed consultations with the bank's stakeholders to understand their specific needs and reporting challenges.
○ Defined the project scope, objectives, and key performance indicators (KPIs) to measure success.
○ Developed a comprehensive project plan outlining timelines, milestones, and resource allocation.
2
Design and Prototyping:
○ Created a conceptual design for the integrated Power BI and Power Apps solution, focusing on user experience and ease of use.
○ Developed prototypes to demonstrate the capability of making cell-based corrections and adding comments directly within Power BI dashboards.
○ Ensured the design included robust audit trails to meet compliance requirements.
○ Gathered feedback from the bank's users and refined the design accordingly.
3
Development and Integration:
○ Built the customized solution, integrating Power Apps with Power BI to enable real-time data updates and annotations.
○ Ensured secure data handling and compliance with the bank's stringent data protection regulations.
○ Incorporated comprehensive logging and tracking features to ensure the solution was audit-prone.
○ Conducted extensive testing to identify and resolve any integration issues or bugs.
4
Deployment and Training:
○ Deployed the solution in a controlled environment to ensure minimal disruption to the bank's operations.
○ Provided comprehensive training sessions for the bank's staff, ensuring they were proficient in using the new system.
○ Offered continuous support and troubleshooting during the initial rollout phase.
5
Monitoring and Optimization:
○ Implemented monitoring tools to track the performance and usage of the new system.
○ Collected user feedback to identify areas for further improvement.
○ Made ongoing enhancements to optimize functionality and user experience.
Results
The customized solution enabled real-time cell-based corrections and comments, significantly reducing the time required for report finalization.
By allowing users to directly update data points within Power BI, the solution minimized errors and ensured more accurate and reliable reports.
The integration of Power Apps with Power BI provided a seamless workflow, enhancing collaboration and communication among the bank's teams.
The intuitive design of the solution received positive feedback from users, who found it easy to use and efficient for their reporting needs.
BI Platform Customisation
Key findings
This case study demonstrates Data Hiro's expertise in customizing and integrating Microsoft tools to address specific business challenges, delivering solutions that enhance operational efficiency, user experience, and audit compliance.
● User Adoption: The integration of familiar tools like Power Apps and Power BI facilitated quick user adoption and minimal learning curve, highlighting the importance of leveraging existing platforms.
● Real-Time Collaboration: The ability to add comments and make corrections in real-time improved collaboration and transparency among different departments.
● Audit Compliance: The solution included robust audit trails and logging features, ensuring it was fully compliant with internal and external audit requirements.
● Scalability and Flexibility: The solution provided a scalable and flexible platform that can adapt to the bank's future reporting needs and additional functionalities.
● Enhanced Decision-Making: Improved data accuracy and streamlined workflows enabled faster and more informed decision-making processes within the bank.
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