Financial Dashboard

Business Scenario

Buyer’s financial reporting was primarily based on Excel and MS Dynamics AX 2009 ERP with extremely limited capabilities. They wanted to automate the financial reporting with a BI solution that produces real time financial dashboards for the executive management. Hence, they were looking for a trusted and capable IT partner who understands their needs and can assist in deploying a solution with seamless integration features of BI (Tableau).

About the Buyer

Headquartered in Colorado, Buyer is a primary provider of digital Si-Technology sensor products used by medical equipment companies world-wide.  

How ITeXchange helped

ITeXchange consultants supported the Buyer by building a tech team who, within a short span of time, implemented a complete BI solution for all key business drivers. The solution offered real time financial dashboard and reports for top management, and also incorporated enhanced BI functionalities that provides multiple formats reporting in MS Excel, MS PowerPoint, Adobe PDF, and web-based HTML.

Value Delivered

  • Data integrity and reliability leading to better financial planning and reporting
  • Availability of projected budget data helping Buyer make improved predictions
  • Near real-time and drillable financial modules to compare the various business KPIs for Actual vs Budgeted values
  • Eliminated manual manipulation of data and static report creation

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