Global Financial Corp's Strategic Shift to Enhanced Data Analytics with Power BI

Precise Outcomes Achieved With GetOnData

50 %

Faster Report Generation

40 %

Increase in Data Analysis Efficiency

30 %

Improvement in User Adoption Rates

Introduction of Data Migration to Power BI Project

In collaboration with Global Financial Corp, a leader in the financial services sector known for its robust investment solutions and extensive customer base, GetOnData embarked on an ambitious project to overhaul their data visualization and reporting infrastructure.

Recognizing the need for a more adaptable and scalable platform to handle their growing data analytics needs, Global Financial Corp aimed to transition from Qlik to Power BI. This move was designed to enhance their reporting capabilities, improve collaborative efforts across departments, and increase overall operational efficiency. GetOnData was tasked with ensuring a smooth transition while maintaining data integrity and aligning with the company’s strategic goals.

Technology Stack

Azure Data Factory

Databricks (including Databricks Notebooks, Pandas, and PySpark)

Azure Data Lake Storage

Power BI

Key Business Challenges Encountered by Global Financial Corp

The migration from Qlik to Power BI posed several significant challenges that needed to be meticulously addressed.

Transitioning Complex Data Models

The highly customized data models in Qlik were crucial for Global Financial Corp's unique reporting needs and required careful adaptation to function effectively in Power BI.

Ensuring Data Compatibility

Adapting data to fit Power BI's structure necessitated extensive transformation to maintain the accuracy and functionality of financial reports.

Upholding Data Security and Compliance

The sensitive nature of financial data demands rigorous security measures and compliance with financial regulations during migration.

Minimizing Disruption During User Transition

It was essential to facilitate a seamless transition for Global Financial Corp's teams to adopt Power BI without impacting their daily operations.

Our Strategic Solutions to Data Platform Migration

Our comprehensive migration strategy was crafted to minimize disruption and maximize efficiency during the transition to Power BI.

Streamlined Data Integration and Management

Robust Data Migration Using Azure Data Factory: We utilized Azure Data Factory for seamless data integration to migrate data securely from Qlik's data sources to Azure Data Lake Storage, ensuring a reliable foundation for transformation and analysis.
Efficient Incremental Data Loading: Our approach included setting up incremental data loading processes to keep the system current without overwhelming it.

Advanced-Data Transformation for Enhanced Reporting

Customized Data Transformation with Databricks: Our expert developers used Databricks to manage detailed data transformation and employed Pandas and PySpark to adapt the existing Qlik models to Power BI's analytics environment.
Optimized Data Models for Improved Insights: We re-engineered the data models within Power BI to enhance the reporting logic, ensuring users could derive comprehensive insights more efficiently.

Empowering Users with Advanced Analytical Tools

Interactive Reporting Dashboards in Power BI: Our experts developed state-of-the-art interactive dashboards with Power BI that improved upon Qlik's visualizations, offering more dynamic and actionable insights.
Comprehensive User Training Programs: Conducted extensive training sessions to ensure that all users were proficient in utilizing the new system, coupled with ongoing support to address any issues.

Data Flow

Transformative Outcomes and Enhanced Business Impact

Deeper Analytical Insights

The shift to Power BI enabled more sophisticated data analysis, uncovering critical business insights that were previously unattainable.

Increased Reporting Efficiency

The new automated reporting workflows led to a 50% reduction in the time required to generate reports, significantly boosting productivity.

Scalability and Reduced Operational Costs

The transition to a cloud-based solution allowed for better scalability and reduced costs related to software licensing and infrastructure maintenance.

Robust Compliance and Data Security

Enhanced security features and compliance tools within Azure and Power BI ensured that all data handling processes met stringent regulatory requirements.

Client’s Quote

Transitioning to Power BI has marked a significant milestone in our data management strategy. The new platform not only enhances our analytical capabilities but also aligns perfectly with our goal of making data-driven decisions more efficiently. This shift has enabled us to access deeper insights faster than ever before, profoundly impacting our financial services delivery.