Developing an automated process

Developing an automated process to gather different data sources

Who was the client?

Our client is a proprietary trading firm who operate across Europe.

What was the issue?

Our client’s accounting software had a disjointed structure. They was an over-reliance on hard coded data extracts and a wealth of cumbersome external data sources to provide their business intelligence. Put simply, it was a muddle that needed structure and a clear future state vision.

What did we do?

We began, as we always do, by spending time listening to the business. We found out that the business had recently implemented PowerBI, Microsoft’s data visualisation tool. However, we quickly saw that there was significant scope for upgrading both the core functionality and the way in which the data was ultimately delivered. With a core objective of providing real time, usable business insight.

Data Strategy is at the heart of what we offer. Before we began the structural work, we hand-picked each of the component parts required for the project. We then mapped out and developed an automated process that would bring together both their accounting data and the various external data sources they subscribe to, allowing it to be placed in a locally hosted SQL Server Data Warehouse.

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