Power BI Solution for Multidimensional Financial Analytics across 30 Parameters

Power BI Solution for Multidimensional Financial Analytics across 30 Parameters
Data Sources Integrated

40

Data Sources Integrated

Parameters Analysed

30

Parameters Analysed

Reports Delivered

17

Reports Delivered

Dashboards Delivered

5

Dashboards Delivered

Background - The Client Challenge

Our client is an international real estate developer headquartered in California, specialising in commercial and residential property development with a team of around 1,500 employees.

To gain deeper insight into their business performance, the client needed comprehensive financial reporting but faced critical gaps.

  • Fragmented data spread across disparate systems with no unified view
  • Data unsuitable for meaningful analysis or informed decision-making
  • No consolidated reporting tool to track financial performance across the organisation
  • Inability to spot trends or react quickly to a changing business environment

The client needed an efficient Power BI reporting platform built on clean, aggregated data to bring everything together.

Our Solution

Data Foundation

Data Foundation

  • Data warehouse built on Microsoft SQL Server
  • Full ETL pipeline developed using Python
  • Data integrated from 40 disparate sources
  • Data cleaning and merging for accuracy and consistency
  • Analytical cube with 15 dimensions and 30 measures
Financial Reports

Financial Reports

  • Income and operating expenses
  • Net operating income and net profit
  • Operating cash flow and change in cash
  • Current and fixed assets
  • Current and long-term liabilities
Dashboards and Consolidated Reporting

Dashboards and Consolidated Reporting

  • Balance Sheet
  • Cash at end of period
  • Current assets and liabilities
  • Income and expenses
  • Cash flow and net profit

Reports show data for both the entire company and individual branches, with full attribute filtering across branch hierarchy, accounts, and dates.

Business Impact

Complete Financial Visibility

Complete Financial Visibility

17 reports and 5 dashboards gave the client a full view of aggregate financial data from any perspective, enabling deeper understanding of performance across the organisation and individual branches.

Smarter Decision-Making

Smarter Decision-Making

The client gained the ability to analyse cash flow, identify trends, and react quickly to a changing business environment with a single consolidated source of truth.

REVIEWS

What Clients Say About Us

5.0
Full starFull starFull starFull starFull star

The API-led architecture they designed in phase one saved us three months of rework when we added our third ERP system six months later. That's the value of doing MuleSoft properly

James Williams

Head of Enterprise Architecture, Financial Services Firm
5.0
Full starFull starFull starFull starFull star

Managed ops retainer has been reliable for 18 months. They handle monitoring, error triage, and quarterly flow improvements with no drama. Response times are fast and the monthly reporting is concise and useful.

Sofia Brennan

Director of Digital, Retail Enterprise
5.0
Full starFull starFull starFull starFull star

We needed Workday and ServiceNow integrated with strict data governance requirements. They understood the compliance constraints from day one and built the appropriate controls into the Mulesoft Anypoint layer without overcomplicating the flows.

James Thornton

VP Operations, Healthcare Group
5.0
Full starFull starFull starFull starFull star

Brought in to rescue a stalled MuleSoft migration from TIBCO. They assessed the existing work quickly, identified what to salvage, and delivered the remaining flows in six weeks. Clear communication throughout.

Priya Wolfmann

Enterprise Architect, Financial Services
5.0
Full starFull starFull starFull starFull star

Strong MuleSoft practice. They designed a clean API-led architecture that our internal team can now maintain. The DataWeave work was solid and the MUnit test coverage gave us real confidence before go-live.

Daniel Marsh

CTO, Mid-market SaaS Company
5.0
Full starFull starFull starFull starFull star

Delivered a SAP–Salesforce integration via MuleSoft that two previous vendors had failed to complete. On time, well-documented, and handed over properly. The architecture has scaled without issues since go-live.

Rachel Kim

Head of IT, Global Logistics Firm
5.0
Full starFull starFull starFull starFull star

We hired Versich to rebuild our analytics stack after an internal project stalled. They came in, assessed the situation quickly, and delivered production-ready Power BI dashboards within weeks. Their DAX knowledge and data modelling skills are exceptional.

Marcus Webb

CTO
5.0
Full starFull starFull starFull starFull star

Versich understood our finance workflows from day one. They built dashboards that connected directly to our ERP and gave our leadership team real-time visibility into cash flow, margins, and budget vs actuals. The quality of the work and the speed of delivery were both outstanding

Priya Nair

Finance Director
5.0
Full starFull starFull starFull starFull star

Before Versich, our reporting was scattered across spreadsheets with no single source of truth. They built us a Power BI environment that connects our warehouse, finance, and sales data in one place. Our operations team now makes decisions in hours instead of days

Daniel Okonkwo

Head of Operations