Modernization of financial analysis via a comprehensive analytical platform.

1 cloud architect, 1 back-end developer, 1 Power BI front-end developer, 1 project manager

Centralization

of data

Security

improved

Governance

established

CHALLENGES

Extract data from 4 on-prems SQL databases, an Azure SQL database, and from an online CRM via a REST API
Make them available to a few selected people in the business units (internal customers) in SQL format or via Power BI
That data be updated at the frequencies required by internal customers: daily or hourly according to business topics + every 2 minutes during office hours for a very specific operational need

SOLUTION

Architecture involving Microsoft Fabric for data management and analysis, including lakehouses and SQL endpoints for analysis.

Temporary adaptation of the architecture pending updates to Microsoft Fabric to simplify direct data extraction.

Use of Azure Data Factory for on-premises data extraction and Azure Data Lake for temporary storage.

BENEFITS

Easily accessible production reports (Power BI in the browser), which update automatically and contain quality data validated by subject matter expert
Centralization of data required by analysts.
Improved data security by design: Instead of the analysts extracting data from production servers and store them as Excel files on their workstation, the data remains at all times in Fabric.
Improved data governance. Documentation of calculation rules and requirements via a matrix bus, Azure DevOps, and data mapping documents.

Modernization of financial analysis via a comprehensive analytical platform.​