Case Study · Professional Services

Unified Data & Reporting Platform for a Professional-Services Firm

Professional Services · Azure Fabric · Delta Lakehouse · Power BI · Governance

The challenge

Disparate systems, no single truth.

Disparate systems in silos

Financials, CRM, timesheets, resource management and knowledge tools all operated separately.

No unified reporting

The lack of a single source of truth slowed decision-making across the firm.

Data quality & versioning

Needed checksum validation and historical version tracking for trustworthy numbers.

Governance & security

Required row-level security with Azure AD to meet compliance.

What we built

One governed platform on Azure Fabric.

Centralized data lake

Azure Fabric OneLake ingesting bulk and incremental data automatically.

Delta Lakehouse architecture

Canonical data models with historical data tracking.

Checksum quality checks

Data-integrity validation across every pipeline.

Governed Power BI + AI Copilot

Embedded KPIs — project profitability, resource utilization, aging and risk provisions — with real-time, RLS-governed insights.

Results

Quantified outcomes.

Faster

Access to insights — instant answers to complex cost queries.

Clear

Visualization — trends and anomalies easy to grasp.

Better

Decisions — AI-driven resource and budget allocation.

Multi-region

Targeted insights across countries and projects.

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