Custom Power BI Solution for Automated C-Level Reporting for a Recruitment Firm
Our Journey
This case study details how a recruitment firm in Australia overcame challenges with manual C-level reporting for their SaaS product.
After three unsuccessful attempts with other vendors, they partnered with us to develop a custom Power BI solution.
This solution automated data collection, analysis, and reporting from multiple sources, providing real-time insights into key business metrics and significantly improving efficiency.
Industry
Recruitment
Region
Australia
- Tech Stack– Power BI, SSRS, SQL Server
Problem
The client needed a system to create CEO-level reports to monitor spending, usage, and hiring across vendors for their SaaS product. After three failed development attempts with other vendors, manual reporting became slow, unclear, and delayed by staff changes.
Solution
We developed an automated reporting system with Power BI, integrating data from multiple sources into a centralized warehouse.
- The solution could generate informative reports using Power BI for C-Level Executives.
- Integrated data from multiple sources into a centralized data warehouse for seamless access.
- Generated real-time reports for diverse needs, including sales, employee data, etc.
- Automated the entire data collection, analysis & reporting process.
Result
- RThe client now has better visibility into which departments are profitable and functioning well, and which ones are operating in silos and require immediate attention.
- RProvided clients with real-time access to reports like sales and employee data.
- REliminated reliance on employees, automated Excel processes, and reduced time and errors.
70%
Automation of data fetching and storage tasks.
80%
Faster reporting process which improved efficiency and enhanced oversight.
Want to streamline entire organizational reporting like this?
You may also be interested in
