01 / THE STARTING POINT
The business challenge
Customer and financial information was spread across operational systems. Consolidating it for analysis took time and left teams working with separate views.
02 / THE RESPONSE
Connecting the pieces
SQL Server data marts and a central warehouse connected the business domains. SSIS automated ingestion, with Tableau for interactive analysis and SSRS for structured reports.
03 / THE DIFFERENCE
What changed
Stakeholders gained more consistent access to portfolio and financial information. The platform provided a maintainable base for extending analytics as the business grew.