Case study
Finance reporting that keeps up with the day
Omnichannel e-commerce
Foundation then Activation- Situation
- An omnichannel retailer whose finance leadership was steering on yesterday’s numbers in a business that changes within the day.
- What we built
- Foundation. A review that found the figures correct but arriving a day late, after the decisions they were meant to inform.
- Activation. Near-real-time financial reporting on the governed model, so the figures update during the trading day rather than after it has closed.
- What was broken
- The reporting was correct and late. By the time the daily figures landed, the decisions they informed had either been made on instinct or postponed, which is the version of this problem that never shows up as a data-quality complaint.
- Where it left them
- Finance leadership sees performance as it happens, not a day later.
- Stack
- Direct Lake
- Eventstream
- Finance BI
The other engagements
Multi-brand retail
Foundation then Activation then Acceleration then StewardshipFrom one governed model to AI in production
A retail group running several brands, each with its own systems, its own reporting habits and its own answer to what a margin is.
- Metric definitions
- AI enablement
- Stewardship
Hospitality & real estate
Foundation then ActivationA CFO cockpit over a group that closed its books separately
A holding group across hospitality and real estate, with entities that each closed their own books and a CFO who had to answer for all of them.
- Microsoft Fabric
- Databricks
- Semantic model
Industrial manufacturing
Foundation then Activation then AccelerationGoverned reporting across a production network
An industrial manufacturer reporting across a production network of sites, each with its own view of what was running.
- Row-level security
- Power BI
- Governance
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