A leading independent commercial finance company was struggling with a manual, error-prone monthly reporting process that involved up to 15 people and relied on multiple systems (Salesforce, InfoLease, and AMS). Blueprint collaborated with the client to resolve these issues by developing a near real-time syncing database and integrating Azure Active Directory for secure, streamlined access management. This solution automated monthly reporting, provided near real-time data access, and significantly improved data accuracy. Additionally, the implementation of a Power BI dashboard enhanced efficiency, empowering the client to make faster, more informed business decisions.
Client snapshot
Who:
Commercial finance company
Industry:
Finance
Stakeholders:
Director, Business Intelligence & Analytics,
The Operations Team
Work summary
What we did:
- Developed a near real-time syncing database for consolidated data access
- Integrated Azure Active Directory for streamlined and secure access management
- Automated monthly reporting, significantly reducing manual effort and errors
- Implemented automated notifications to maintain proactive data accuracy
- Created a Power BI dashboard for a comprehensive, visual overview of data streams
Client background
Our client is a leading independent commercial finance company in the U.S., providing mission-critical financing solutions across a variety of industries. They offer capital solutions for general equipment, rail leasing, aviation capital, and real estate. Leveraging decades of experience to deliver tailored, efficient, and reliable financing options their expertise spans the credit spectrum, ensuring they meet the essential needs of their clients through customized financial structures.
The challenge
Our client faced a significant challenge with their monthly reporting process, which required 15 people to manually gather information, primarily using Microsoft Excel. These reports were essential for their leadership team to present to shareholders, partners and customers but the manual process was highly time-consuming, prone to errors, and inconsistent. Additionally, three separate systems (Salesforce, InfoLease, and AMS) were utilized, each needing to be reviewed individually to make critical business decisions. They sought a solution to consolidate and access all necessary data in one place, in real time.
The solution
Blueprint’s team seamlessly integrated into their client’s business, thoroughly analyzing processes and developing a near real-time syncing database to ensure immediate data accessibility for authorized users. For areas still requiring manual entry, they implemented automated notifications to proactively maintain data accuracy. The integration of Azure Active Directory streamlined and secured access management, improving data governance and safeguarding sensitive information. This solution enhanced data management, especially when employees no longer required access to view or edit specific reports, ensuring better control and compliance.
Impact
The implemented solution transformed their reporting process, allowing them to view accurate data centrally. Monthly reports that previously consumed hours of work by multiple individuals are now automated and generated hourly, providing foresight into month-end results. A Power BI dashboard was created to offer a clean, visual overview of all data streams, significantly improving efficiency and data accuracy. The reports are now trustworthy and precise, enabling teams to make better business decisions in a timelier manner.
