Client Description
Names and identifying details have been removed for the client’s security. If this case study is relevant to your business and you would like to organise a meeting with this client, that can be arranged. Please reach out.
International Fund Manager is a global investment management firm known for its active and independent approach to investing. With a focus on long-term growth and a commitment to Environmental, Social, and Governance (ESG) principles, International Fund Manager seeks to deliver strong investment performance while making a positive impact.
The Challenge
International Fund Manager, a global investment firm, faced challenges in harnessing the full potential of its data for informed decision-making and business growth. The firm needed a comprehensive business intelligence solution to:
- Centralise and Integrate Data: International Fund Manager’s data resided in disparate systems, making it difficult to access and analyse information in a unified manner.
- Enable Data-Driven Insights: The firm sought to empower its teams with actionable insights derived from data analysis, enabling them to make more informed and strategic decisions.
- Enhance Reporting and Visualisation: Existing reporting processes were inefficient and lacked the visual clarity needed to effectively communicate insights.
- Maintain Data Sovereignty and Security: As a global investment firm, International Fund Manager required full ownership and control over its sensitive data, ensuring compliance with security and privacy regulations.
The Solution
Intuitive IT designed and implemented a tailored Power BI-based business intelligence solution, “Compass,” to address International Fund Manager’s data challenges. The solution encompassed the following key components:
- Custom Connectors: Intuitive IT developed custom connectors to establish seamless integration with International Fund Manager’s diverse data sources, including AlphaDesk, Xero, Evernote, and other critical systems. This enabled centralised access to data from various platforms.
- Data Modeling and Integration: The solution incorporated robust data modeling techniques to map and integrate data from different sources, creating a unified and comprehensive view of the firm’s operations.
- Interactive Visualisations: Intuitive IT designed and built a range of interactive visualisations, including dashboards and reports, to present data insights in a clear and actionable manner. These visualisations empowered International Fund Manager’s teams to quickly grasp key trends, identify opportunities, and make informed decisions.
- Data Security and Sovereignty: The solution ensured full data ownership and control for International Fund Manager by storing all data within their Microsoft tenant. Intuitive IT implemented stringent security measures and role-based permissions to safeguard sensitive information and comply with regulatory requirements.
- Phased Implementation: The project adopted a phased approach, starting with a Minimum Viable Product (MVP) to demonstrate the solution’s capabilities and ensure alignment with International Fund Manager’s needs. Subsequent phases focused on expanding the scope and functionality of the solution, incorporating additional data sources and visualisations.
The Outcome
The Power BI-based business intelligence solution, Compass, successfully empowered International Fund Manager to leverage its data for enhanced decision-making and strategic insights. The implementation of Compass resulted in:
- Centralised Data Access: The solution integrated data from disparate sources, providing a unified and comprehensive view of the firm’s operations.
- Actionable Insights: Interactive visualisations and dashboards enabled International Fund Manager’s teams to gain valuable insights, identify trends, and make informed decisions.
- Improved Reporting: The solution streamlined reporting processes, delivering clear and visually appealing reports that facilitated effective communication.
- Enhanced Data Security and Sovereignty: By maintaining full ownership and control over its data, International Fund Manager ensured compliance with security and privacy regulations.
Overall, the Compass solution significantly improved International Fund Manager’s ability to leverage data for business intelligence, resulting in more informed decision-making, improved operational efficiency, and enhanced business performance.
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