Client: Finoshi Capital
Industry: Financial Services
Challenge: Fragmented data across five systems forced analysts to rebuild the same reports every month.
The challenge
Leadership waited until mid-month for a consolidated view. Analysts exported CSVs from CRM, ledger, and portfolio systems, then manually reconciled discrepancies.
Our approach
We built a Power BI semantic model with automated ETL from all five sources. KPI definitions were agreed in workshops and encoded once, not re-debated every month.
Results
Six recurring reports became one dashboard refreshed hourly. Strategy meetings now start with live numbers, not yesterday's exports.
"The BI dashboard replaced six manual reports. Our leadership team now gets live visibility into every KPI without waiting for the monthly pack."
Mark Hoblos, Head of Strategy, Finoshi Capital
