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Rethinking Financial Reporting with Power BI
Aligning reports with the financial management model following the deployment of a new ERP system.
The Mission at a Glance
The Company
A technology services company
The Context of the Project
After implementing an ERP system, a company needed to overhaul its financial reporting. The needs of the business units and senior management called for easier access to data. Since the ERP integrator and the Power BI developer were separate teams, close coordination was essential.
The Challenge
Financial reporting systems needed to be rebuilt following the deployment of an ERP system, with a Power BI developer separate from the integrator.
Our Approach
The Process, Step by Step
Gathering Management Requirements
PALMER facilitated workshops with business units to identify the expected information and clarify reporting requirements.
These discussions made it possible to align the developments with the target management model. The scope definition took into account the financial teams’ workflows and the expectations of senior management.
Organizing the Interface Between Stakeholders
The project ensured coordination between the client, the ERP integrator, and the Power BI developer.
This coordination was necessary to facilitate the flow of information and resolve misunderstandings between functional expectations and technical constraints. Project monitoring ensured a shared understanding of the work to be done.
Monitoring Development
PALMER monitored specific development phases to ensure they aligned with the identified needs.
Coordination focused on the various phases of the project and their alignment with the defined objectives. Ongoing communication among stakeholders allowed for the necessary adjustments to be made throughout the project.
Validating Reports
The deliverables underwent functional and technical validation.
Particular attention was paid to the quality and integrity of the data disseminated. The monitoring process aimed to ensure that financial information was accessible and aligned with user expectations, while adhering to the project timeline.
Work Completed
What the “
” initiative has implemented
- 01
Financial needs identified and organized during the workshops.
- 02
A coordinated reporting initiative involving ERP, Power BI, and business units.
- 03
Development work overseen to ensure it meets functional requirements.
- 04
Deliverables verified for data quality and integrity.
The Firm’s Support
PALMER’s Contribution
PALMER provided insight into the financial challenges and managed the project from start to finish. This coordination ensured consistency between data from the ERP system and reporting practices.
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