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Platform Modernization

Rebuilding the Analytics Foundation: Lakehouse + Trustworthy Reporting

Client: Professional education and services organization

Situation

Reporting quality was poor and fragmented, with key information spread across multiple platforms and important data not consistently available. Existing BI reporting lacked reliability and trust.

Task

Build a central data foundation and deliver reporting stakeholders trust—then prove the new numbers are better than legacy reporting.

Action

Built a Microsoft Fabric Lakehouse as the central hub for data consolidation. Conducted discovery to locate sources, identify missing information, and understand team needs. Reconciled legacy vs. new logic, explained differences, and iterated until stakeholders accepted the improved definitions and outputs.

Results

Transformation

Before: Spreadsheet chaos

Key business data lived in dozens of spreadsheets across teams. Reports took 8+ hours to compile each week, numbers often conflicted, and leadership couldn't get answers without requesting a custom pull.

  • 8+ hours per week compiling reports manually
  • Conflicting numbers across teams and spreadsheets
  • No self-serve access for leadership
  • Decisions delayed by days waiting for data

After: Live dashboards, trusted data

A centralized data platform with automated pipelines feeds real-time dashboards. Teams access consistent metrics on demand, and leadership gets instant visibility into performance.

  • Real-time dashboards replacing manual reports
  • Single source of truth across the organization
  • Self-serve analytics for all stakeholders
  • Decisions backed by current, consistent data

Key Metrics

Weekly reporting time

8+ hours
Near zero

Data freshness

Days old
Real-time

Self-serve access

None
Organization-wide

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