Data Management, Dashboard and SP Portal

Established in 1855, our client is a family-owned wealth management and investment business which grew from timberlands and retail lumberyards. As they nurtured and diversified their portfolio, additional entities and joint ventures emerged. With a complex ownership structure and many individual entities, reporting of financial positions to member-owners became the responsibility of one centralized finance team.

Buildingi was engaged to improve the technology and the access used throughout the finance team. We proposed, built and deployed a data warehouse, with reporting made available through SharePoint. The client also engaged Buildingi to deploy ECM features of SharePoint, reporting via Power View and Power Pivot, and additional data warehouse capabilities allowing for the provision of reporting data to a number of other enterprise systems.

Download Full Case Study Here