Our client was struggling with high licensing fees for SaaS apps, strict security requirements, scattered workflows revolving around Excel files everywhere, and tools that didn't talk to each other.

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We implemented a suite of data pipelines, built several internal apps, trained their team on self-service dashboards with Power BI, and centralised their data into a central warehouse to drive integrations and reporting.

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Results:

• Over USD $100k/y in licensing savings
• 6-month payback period on the project from the licensing savings alone
• Streamlined internal processes with integrations between core systems, saving time every month
• Improved visibility into operations with Power BI dashboards
• Delivered several client-facing apps for investors and portfolio companies for tailored workflows that replaced old Excel-based processes