Case Studies

Business Intelligence Reporting Automation



Region: United States of America


Team SFA provided the project management, delivery and post-production implementation support on business intelligence (BI) reporting modernization in financials, cashflow, operational key performance measurements, position, revenue and operating/capital budget-forecast-expense actionable insights using Oracle, Microsoft and Adobe business intelligence technologies.

Objectives and Challenges

  • Objectives: Modernize business intelligence reporting on enterprise key performance indicators and provide operating and capital performance insights replacing legacy and home-grown disparate reporting systems
  • Challenges: Lack of documentation and technology support on legacy and home-grown disparate reporting systems; Complex reporting integration requirements and sources; Large volume leading to performance barriers; Multiple reporting rollup structure and convoluted data level security


  • Modern business intelligence reporting using Oracle, Microsoft and Adobe technologies on operational KPI insights
  • Successful rollout on capital and operating budget and forecast metrics and measurements including variance and reconciliation reporting
  • Enabled configurable multiple data sources and dimensions through repeatable and reusable reporting architecture for ad-hoc, daily and other periodic data integrations leading to pristine dataset
  • Dashboards and Metrics with drilldown capabilities with source transaction summary/details with data level security


  • Centralized modernized BI reporting with reusable, configurable, and repeatable reporting framework for operational insights
  • Improvements in decision support through rich visuals for accelerated decision-making process
  • Cost and Time savings with dashboards and scorecards with supporting data and associated drilldown to source details
  • Streamlined encrypted integrations with multiple data sources
  • Optimized data collection, transformation, analysis, and dissemination

Products and Technology

  • Oracle BI/OAS
  • Microsoft BI and Office Products
  • Adobe
  • OCI
  • Hyperion
  • Batch Scripts
  • Cronjobs
  • PeopleSoft
  • Oracle Exadata
  • EPM
  • Corporate Data Warehouse
  • Market Data