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The client's Power BI reports were built directly on Dataverse — covering core CRM entities like accounts, contacts, and system users. As the organisation moved to Microsoft Fabric, they needed those reports repointed to a Fabric warehouse without disrupting reporting continuity or trust in the numbers during the switch.
Read Case StudyMonth-end financial reporting — trading P&L, statutory P&L, balance sheet, and GL transaction reporting — relied heavily on manual intervention from FP&A and finance business partners. The goal was to automate this reporting so the finance team could close faster and spend less time compiling numbers by hand.
Read Case StudyA multi-site petrol forecourt operator was managing critical operational and financial data across a patchwork of manual spreadsheets and disconnected systems. Area managers, regional managers, and site-level teams had no single, reliable view of core performance metrics — forgeries, banking discrepancies, net sales, COGS, margin, refunds, stock counts, fuel volumes, and budget were tracked separately, often manually, with no consistent way to filter or compare performance across sites, regions, or the wider estate. As the stakeholder's requirements grew — arriving as an evolving backlog of asks rather than a single fixed spec — it became clear that a single, scalable, filterable reporting solution was needed to replace the fragmented manual process.
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