Software Design Partners has partnered with The Servion Group to design and build a business intelligence solution utilizing a data warehouse and Microsoft Power BI to provide insight into the business to improve decision making and forecasting.Back to all
The Servion Group partners with credit unions and community banks across the U.S. by supplementing their services to help them grow their businesses and make positive impacts on their clients. The Servion Group partnered with Software Design Partners to design and build a business intelligence solution to provide insight into the business to improve decision making and forecasting. Data will be aggregated from multiple systems into a single platform to ensure data quality and consistency, which will enable The Servion Group to make informed decisions based on reliable data. This is being achieved by building a data warehouse to aggregate and normalize their data. OLAP cubes will be used to pull data from the data warehouse to use as a central reporting source for their reports and dashboards.
The Servion Group has five business units with data spread across several different business systems tailored to their business lines. The Servion Group initially had an internal project to centralize its reporting across the business. They had most of the data they needed, but it was time-consuming to pull reports from the different systems and aggregate the data into a usable format.
The Servion Group chose Software Design Partners to create a solution to solve these challenges.
Software Design Partners started with a Data Warehouse Discovery initiative that provided a roadmap for a full Data Warehouse solution that spanned five business units. This roadmap provided The Servion Group with an understanding of their current state, a vision of the targeted future state, and the steps needed to accomplish the overall objective.
Software Design Partners recommended that The Servion Group continue to leverage Power BI but use a Data Warehouse for the centralized database to bring in the data from disparate systems across the company. Software Design Partners presented the following recommendations so The Servion Group could begin their journey to a comprehensive Data Warehouse solution:
At Software Design Partners, we work closely with our clients to learn all aspects of the challenges they want to solve. As a result of this partnership, The Servion Group leverages Software Design Partners as their Trusted Advisor in many other business areas such as SharePoint expertise, Azure development and infrastructure, and general IT consulting.
Software Design Partners provided expertise in business intelligence to enable The Servion Group to embark on a path to a comprehensive Data Warehouse solution. The Servion Group gained the ability to make business decisions based on reliable data and reduce the effort to aggregate the data. The solution was architected so The Servion Group could continue to leverage their existing Power BI expertise and gain the benefit of a data warehouse on the back-end to further extend their capabilities with Power BI.
The result was a more robust solution with the following advantages:
The Servion Group is at the beginning of their Business Intelligence journey, but they have already realized efficiency gains in several areas where the data is being leveraged. Managers immediately gained several hours per month after a few reports were implemented, and associated processes were streamlined.
We understood the value of our data and made a commitment to build a Data Warehouse and leverage Business Intelligence to increase the efficiency of our organization and ultimately to give us a competitive advantage. Selecting Software Design Partners as our partner has been instrumental to the success of this project.