The client provides insurance and investment solutions to help credit unions thrive and help the consumers build financial security.
The client’s lending department had been using traditional SSRS reports for daily, monthly, and annual reporting.
Determining how the reports will be built in the future, who will be owning the data, who will have the access to build and share reports.
Report versioning was done in git and the deployment process was setup using Power BI extensions in azure. Power BI embedded environment was set up in azure by following Microsoft’s 5 step process.
The client’s lending department had been using traditional SSRS reports for daily, monthly, and annual reporting. The reports were simple black and white reports and provide no flexibility of playing around with the data to the stakeholder.
Since the company was developing an application for the lending department, with all their data being in the cloud, they wanted to utilize the power of Power BI to transform their reporting and embed the newly built power BI reports in the web application.
The main challenge here was that the lending department was the first one to implement Power BI and they needed someone who could help with the reporting infrastructure development and rewrite the existing reports in Power BI.
Additionally, support and guide the in-house developers in embedding the Power BI reports in the new web application.
Since the department was one of the first ones to implement Power BI, it was no surprise that was a lot of challenges for setting up the infrastructure while adhering to the client’s data security and access guidelines. The primary focus was on using the best practices for setting up the reporting infrastructure to optimize the Power BI performance.
We followed a simplistic approach for implementing Power BI:
Governance:
6 months
The stakeholders loved the flexibility the reports provided and the ability to drill down to multiple time-related fields for multiple visualizations. They loved the dynamic nature of the report and how a boring black and white SSRS report was turned into something more appealing. The client was impressed with how we were able to achieve our objective and set up a process for Power BI implementation and governance that could be used by other departments in the future to implement the solution.