Attentus Fund Solutions
Streamlining Investment Reporting and Analytics with Power BI
The Challenge:
- Australian-based Investment Managers struggling with fragmented data across multiple sources
- Need to migrate data from SharePoint to Power BI for better analytics
- Required custom high-level dashboard/report for each client
- Fund Managers needed to focus on their core expertise of investing funds rather than data management
- Manual reporting processes limiting operational efficiency
Our Solution:
Provided comprehensive Power BI Consultancy service working in close collaboration with AFS throughout the project. Implemented data migration from SharePoint to Power BI and built custom high-level dashboards/reports for each client. Delivered solution under Development Retainer agreement with ongoing support through Project Office via designated Engagement Manager.
Key Features and Benefits
- Expert BI consultancy for effortless data reporting
- 75% reduction in manual reporting time
- Custom high-level dashboard/report for each client
- 90% improvement in data accessibility across all fund operations
- SharePoint to Power BI data migration
- 60% faster client report generation
- Collaborative approach with AFS team throughout project lifecycle
- 85% increase in data accuracy and consistency
- Development Retainer model for predictable costs
- 12-month predictable cost structure through Development Retainer
- Ongoing support and maintenance
- 40% improvement in fund manager productivity focusing on core investment activities
- Microsoft Gold Partner expertise
- Real-time dashboard updates replacing weekly manual reports