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Multi-site operations

Executive reporting that stopped living in spreadsheets

Leadership needed consolidated reporting across finance systems

~50%

Reporting efficiency gain

The problem

Reporting required manual extraction from property, finance, and spreadsheet sources. Updates were slow; leadership lacked a single trusted view for planning.

Starting state

  • Power BI reports fed by manual refresh workflows
  • Data scattered across Excel and operational systems
  • Roughly half of analyst time on repetitive extraction

What changed

  • Azure SQL consolidation layer for cross-source data
  • Power BI and Power Automate for scheduled, repeatable reporting
  • Dashboards for FP&A and operational tracking

Results

  • ~50% efficiency gain on reporting workflows
  • Faster, more consistent leadership dashboards
  • Reduced dependency on one-off spreadsheet pulls