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Power BI & Azure BI Platform for Financial Services Firm

Services Covered:

Big Data Analytics and Business Intelligence • Data Engineering • Data Integration • Cloud Consulting and Services • Custom Software Development
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Industry
Industry

Financial Services

Duration
Durationinfo-circle

16 months

Budget
Budget

200K - 999K

Start Date
Start Date

1 January 2016

Team Size
Team Size

Confidential

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
78/100
Good

Project Capability Score (PCS) estimates how capable Hvantage Technologies Inc is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Advisors Asset Management

mapBoca Raton, United States of America

Project Summary

Hvantage reverse-engineered a 25-year legacy production data environment, rebuilt it into a SQL production environment modeled for BI, and deployed a customized Power BI platform integrated into a new web environment using Azure. They implemented Power BI across desktop, web and mobile (including Power BI Embedded) and developed real-time dashboards and a portal for sales and trading. Since engagement, the client reports a 50% increase in business revenue and Hvantage remains the primary partner for ongoing evolutions.

Key Challenges

  • Create a BI environment from a 25-year complex production data system.
  • Reverse-engineer legacy data and model it for BI in a SQL production environment.
  • Stabilize and implement the new Power BI platform across desktop, web, and mobile.
  • Integrate Power BI Embedded into a custom web environment and manage API control and integration issues.

Project Deliverables

  • SQL-based production data environment (reverse-engineered and modeled for BI)
  • Customized Power BI deployment (desktop, web services, phone app)
  • Web environment integrating Power BI Embedded and custom visual/analytic functionality
  • Real-time data-rich dashboards/portal for sales and trading
  • API integrations and programmatic controls to enable embedding and data flows

Project Solution

Hvantage reverse-engineered the client's complex 25-year production data environment and rebuilt it as a SQL-based production environment modeled for BI. They deployed and customized Microsoft's Power BI platform (desktop, web services, and phone app) and integrated Power BI Embedded into a new custom web environment hosted on Azure. The vendor handled complex data transformations and calculations, implemented API controls and integrations, and iteratively evolved the solution to stabilize the new BI workflows.

Project Outcome

  • Business revenue increased by 50%.
  • Developed a sophisticated risk management system that changed how the firm trades.
  • Positive stakeholder feedback and an ongoing partnership with Hvantage for further evolutions.

Platforms

  • CloudCloud
  • WebWeb
  • MobileMobile

Tech Stack

  • AzureAzure
  • CC
  • REST APIREST API
  • Microsoft SQL ServerMicrosoft SQL Server

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

Our business revenue is up 50% since the project, and Hvantage is still our main partner as things evolve. They ran the project with a "hyper-extreme" Agile approach. They were working with new concepts and technology, but looking back, there's very little about how they worked that we'd change.

Anonymous

Managing Director

Note: This endorsement is based on publicly available client feedback from external review sources.

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