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

Versich helped us build advanced n8n workflows with custom logic and multiple integrations. From lead management to reporting, everything is now automated. Their expertise in n8n workflow automation made a considerable difference in our efficiency.

Ryan Okafor

VP of Technology, Fernbridge Group
5.0
Full starFull starFull starFull starFull star

What stood out was how Versich handed things over. They documented every workflow and trained our internal team so we are not reliant on them for basic maintenance. That level of transparency is not common in this space.

Ana Ferreira

Ana Ferreira, Operations Director, Solvex Logistics
5.0
Full starFull starFull starFull starFull star

Data ownership was non-negotiable for our industry. Versich deployed n8n on our own infrastructure with full compliance alignment to HIPAA and SOC2, and handled the entire configuration, encryption, and access control setup.

Thomas Reid

CTO, Meridian Health Partners
5.0
Full starFull starFull starFull starFull star

Most automation vendors understand n8n but not ERP. Versich understood both. They connected our NetSuite instance to our downstream systems without disrupting existing financial processes, which was critical for our finance team.

Marcus Bellweather

Finance Director, Halcyon Freight
5.0
Full starFull starFull starFull starFull star

We needed a reliable automation system, and Versich delivered exactly that. Their setup integrated our APIs, databases, and reporting tools without disruption. Our data now flows in real time, and decision-making has become faster and more accurate.

Michael Rodriguez

CTO, E-Fill
5.0
Full starFull starFull starFull starFull star

Versich did not start with nodes and triggers. They began by understanding our order-to-cash process end to end, then built n8n workflows that fit how our business actually operates. The result was a measurable reduction in processing time across our finance team.

Sarah Chen

VP of Operations, VersiMarket
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