Improving enterprise reporting for data-driven decision making

Client

A leading climate risk analytics organisation providing data-driven solutions to help organisations understand, quantify, and mitigate climate-related risks.

Background

This client offers advanced analytics and advisory services to help organisations manage climate and enterprise risks through their SaaS platform. While their existing solution provided valuable data visualisation through a custom dashboard framework, the platform lacked flexibility in creating customised client reports. The support team was resorting to manual report creation using Excel and PowerPoint, creating inefficiencies in their workflow.

The client sought a solution that would enable their support team to create and deploy tailored reports directly within their platform while maintaining strict data security and client confidentiality. With approximately 25 internal authors and 150 customer viewers, the solution needed to scale effectively to support projected growth to 50 authors and 500 viewers within three years.

Solution

Providing a detailed data audit, we resulted in recommending the implementation of Microsoft Power BI Embedded as the core reporting solution. This enterprise-grade platform enables secure report embedding within the client's application while providing the flexibility and scalability required for their growing user base.

The solution architecture leverages cloud services to establish a robust data pipeline. We designed a data transfer framework that manages the secure movement of data from storage to reporting, enabling efficient data processing while maintaining multi-tenant security through row-level security implementations.

To support report creation, the solution provides authors with Power BI Pro licences, delivering comprehensive reporting capabilities without requiring significant retraining of staff already familiar with Microsoft tools. The platform enables the creation of both fixed data and direct query reports, supporting geospatial visualisation and domain-specific analytics requirements.

For data security, the solution implements stringent access controls ensuring clients can only access their specific data. The embedded reports are seamlessly integrated into the platform, maintaining a consistent user experience while enabling PDF export capabilities for offline use.

Results

The Power BI Embedded solution transforms reporting capabilities by creating a streamlined self-service reporting environment that empowers the support team to generate customised reports efficiently. 

The solution provides secure multi-tenant access to reports while preserving data confidentiality across their client base. Advanced visualisation capabilities including geospatial and domain-specific analytics enhances the platform's value proposition for customers.