NexGen Financial — Power BI analytics

The challenge

NexGen's leadership team made decisions from a weekly Excel pack assembled manually by analysts from six different systems. Numbers were often out of date by the time they were reviewed, and different departments reported different versions of the truth.

Our solution

• Data audit and KPI definition workshops with each executive
• Unified data model connecting six source systems
• Power BI dashboards with row-level security by role
• Automated refresh and alerting via Power Automate
• Executive coaching and a governance model for new reports

“The Power BI dashboards transformed how our executive team makes decisions. We went from weekly Excel reports to real-time operational visibility in eight weeks.”— Tracy Collins, VP Operations, NexGen Financial

The results