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Business Intelligence

Business Intelligence & Analytics

Executive dashboards that actually get used. We build Power BI analytics by combining proven frameworks with data integration expertise, deep understanding of what your executives need, and AI-powered insights that reduce reporting burden while driving better decisions.

Challenge

From Fragmented Reporting to Real-Time Insights

Finance teams drowning in spreadsheets need analytics that deliver answers, not more questions

The Reporting Reality

  • Board reports take 2 weeks to prepare, answering yesterday's questions

  • Analysts spend 80% of their time gathering data instead of analyzing it

  • Dashboard projects take 6-12 months with consultants starting from scratch

  • Disconnected tools creating conflicting versions of the truth

  • Limited adoption because reports are too complex for business users

  • No predictive capability, only backward-looking historical data

The Finaptive Approach

  • Production-ready dashboards in 4-8 weeks using our battle-tested frameworks

  • AI-powered insights with natural language Q&A and automated narratives

  • 20+ proven dashboard templates customized to your business story

  • Seamless integration with your data platform, EPM systems, and source data

  • Self-service analytics enabling business users to explore data confidently

  • Predictive analytics and forecasting powered by Azure AI

Your Unfair Advantages

Power BI Solutions That Drive Decisions

Comprehensive analytics capabilities built on deep industry knowledge and proven frameworks

Industry Dashboard Frameworks

20-25 proven dashboards across 4 industries, built on a foundation of data integration, executive domain expertise, visual storytelling, and self-service enablement.

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Industry Dashboard Frameworks

Unlike generic BI consultants who start every project from scratch, we leverage battle-tested frameworks refined through dozens of implementations. But this isn't about cookie-cutter templates. It's about accelerating delivery while ensuring the analytics actually fit how your business operates.

Our approach integrates four critical elements most consultants treat separately:

  • Data integration foundation: Dashboards connect to your source systems through our proven integration platform, ensuring data accuracy, real-time reliability, and seamless refresh cycles. We don't build disconnected reports—we architect the complete data flow from ERP/EPM/operational systems through to visual insights.
  • Executive domain expertise: Deep understanding of what CFOs, CIOs, and operations leaders in your specific industry need to see, how they make decisions, and what metrics actually drive action. Our dashboards aren't just displaying data—they're answering the questions your executives are already asking.
  • Visual storytelling: Dashboard design focused on guiding users through insights, not just presenting numbers. We architect information flow so executives immediately understand performance, identify issues, and know what actions to take—all without clicking through dozens of tabs or running custom queries.
  • Self-service foundation: Pre-built measures library, standardized KPI calculations, and well-structured data models that create a foundation for confident self-service analysis. Your finance and operations teams can slice, filter, and explore data without constantly calling IT or worrying about breaking something.

Industry-specific dashboards include:

  • Mining (6 dashboards): Site-level P&L, production metrics, cost allocation, safety KPIs, equipment utilization, environmental compliance
  • Manufacturing (7 dashboards): OEE tracking, yield variance, labor efficiency, quality metrics, supply chain visibility, production planning, inventory optimization
  • Healthcare (4 dashboards): Patient volume analytics, revenue cycle management, clinical quality metrics, operational efficiency
  • Financial Services (3 dashboards): Portfolio performance, risk metrics, client profitability analysis

Built for your business, not a template factory: Our library provides proven structure and accelerates delivery, but every dashboard we build is custom-designed to tell YOUR story and address your specific business nuances. We understand the landscape and adapt frameworks to fit how your organization actually operates and makes decisions.

The result: Production-ready dashboards in 4-8 weeks versus 6-12 months from scratch, with analytics frameworks that enable self-sufficiency rather than perpetual consultant dependency.

AI-Powered Analytics & Natural Language Q&A

Transform how your team interacts with data through conversational analytics that learn from usage patterns and get smarter over time.

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AI-Powered Analytics & Natural Language Q&A

Making analytics accessible to everyone, not just power users. Our AI-powered Q&A layer sits on top of your Power BI dashboards, enabling business users to ask questions in plain English and get instant answers without navigating complex reports.

Real impact we're seeing: Based on early user adoption statistics, AI Q&A is reducing routine reporting requests by approximately 35%, freeing finance analysts to focus on strategic analysis instead of data retrieval.

But here's where it gets really valuable: The usage tracking reveals what matters most to your business users, creating a virtuous cycle of improvement:

  • Interaction intelligence: We track every question asked, revealing the most important and frequent queries from different user groups and business functions
  • Proactive dashboard creation: High-frequency questions become permanent, customized dashboards that provide instant answers without users needing to ask—essentially turning frequently-accessed insights into always-available intelligence
  • Continuous model training: Every interaction trains the AI models to handle follow-up questions better, understand business terminology more precisely, and anticipate related analyses—reducing back-and-forth dramatically over time
  • Contextual recommendations: The system learns to suggest relevant analyses based on what similar users in similar roles found valuable, guiding users toward insights they didn't know to look for

Key capabilities:

  • Natural language queries: "Show me sites with declining margins this quarter"
  • Automated narratives: AI-generated summaries of key trends and anomalies
  • Smart recommendations: "Users in similar roles also explored..."
  • Contextual explanations: Click any metric for plain-English definition and calculation logic
  • Mobile-optimized: Ask questions from your phone, get dashboard-quality answers

This isn't futuristic AI hype. It's practical augmentation that makes your existing dashboards dramatically more valuable by meeting users where they are, learning from how they work, and getting better at serving their needs every day.

Integrated Data Architecture

Power BI dashboards connected to your full data ecosystem through our integration platform and Azure infrastructure.

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Integrated Data Architecture

Great dashboards start with great data. We don't just build Power BI reports in isolation. We architect the entire data flow from source systems through our integration platform to self-service analytics.

The full stack:

  • Source connectivity: ERP, EPM (Vena), CRM, HRIS, operational systems—we connect to what matters
  • Data Integrations Platform: Our custom connector framework with built-in validation, transformation, and anomaly detection
  • Azure data infrastructure: Synapse or Fabric data warehouses with proper dimensional modeling
  • Power BI semantic layer: Pre-built measures, calculations, and relationships that business users can trust

What this integration means for you:

  • Single source of truth: No more arguing about whose numbers are right
  • Real-time or near-real-time: Dashboards refresh as frequently as your business needs (hourly, daily, weekly)
  • Governed self-service: Users can slice data confidently because the foundation is solid
  • Scalable architecture: Add new data sources and dashboards without starting over

We handle the complexity so your users just see insights.

Self-Service Analytics Enablement

Build capabilities within your team through training, documentation, and governance frameworks.

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Self-Service Analytics Enablement

Our goal isn't ongoing dependency—it's your independence. We design every implementation to put control in your hands, with the training and guardrails needed for success.

What self-service looks like:

  • Business user empowerment: Finance managers can filter, drill down, and export without calling IT
  • Analyst upskilling: Your team learns to modify dashboards, add visuals, and create new reports
  • Governed flexibility: Pre-built measures and certified data models prevent errors while enabling exploration
  • Knowledge transfer: Comprehensive documentation and hands-on training sessions

Our enablement approach:

  • Role-based training (end users, power users, analysts, admins)
  • Dashboard-specific user guides with screenshots and workflows
  • Data dictionary and business glossary
  • Power BI best practices and governance policies
  • Office hours and post-implementation support

Typical outcome: Within 3 months, your team handles 80% of report requests internally, reserving our involvement for new data sources and complex analytics.

Predictive Analytics & Forecasting

Move beyond historical reporting to predictive insights using Azure AI and machine learning.

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Predictive Analytics & Forecasting

Looking forward matters more than looking back. We layer predictive capabilities onto your Power BI dashboards using Azure AI services—making forecasts accessible to business users, not just data scientists.

Practical forecasting applications:

  • Revenue forecasting: Predict next quarter based on pipeline, seasonality, and market trends
  • Cash flow projection: Anticipate working capital needs 3-6 months out
  • Resource planning: Forecast headcount and capacity requirements
  • Maintenance prediction: Anticipate equipment failures before they happen (manufacturing/mining)
  • Demand sensing: Improve inventory planning with ML-powered demand signals

Our approach to predictive analytics:

  • Start simple: Basic time-series forecasting first, then layer in complexity as needed
  • Explainable models: Business users can see what's driving the prediction
  • Confidence intervals: Show the range of likely outcomes, not just point estimates
  • Continuous learning: Models retrain automatically as new data arrives
  • Business override: Users can adjust assumptions and see impact on forecasts

Powered by Azure AI: We leverage Azure Machine Learning and Cognitive Services for production-grade forecasting that scales with your business.

Custom Dashboard Design

Our library is a foundation, not a constraint. Every organization has unique nuances, and we always custom-design dashboards to tell your story.

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Custom Dashboard Design

The library accelerates delivery, but customization is standard—not optional. While we have 20-25 proven dashboard frameworks across industries, every company operates differently. Our approach starts with battle-tested structures but always adapts to your specific business context, metrics, and decision-making needs.

Custom design is built into our process:

  • Unique business models: Your revenue model, cost structure, or operations likely have nuances that generic templates would miss
  • Industry-specific storytelling: Even within mining or manufacturing, each company's operational focus and competitive advantages differ significantly
  • Executive communication style: Board dashboards, management reports, and operational views each need different design approaches
  • Organizational structure: How you organize sites, divisions, or product lines shapes how analytics should be structured
  • Integration complexity: Your specific systems, data quality challenges, and workflow requirements demand tailored solutions
  • Competitive differentiation: Workflows and metrics that are competitive advantages deserve custom visualization

Our custom design process:

  • Discovery workshops: Deep dive into your business, metrics, and decision-making processes
  • Stakeholder interviews: Understand what executives, managers, and analysts actually need
  • Prototype & iterate: Build working dashboards quickly, refine based on feedback
  • Visual storytelling: Design that guides users through insights, not just displays numbers
  • Data model foundation: Build measures libraries and calculations that enable self-service
  • Mobile optimization: Dashboards that work as well on phone as on desktop

Fully custom from scratch (8-10 weeks): For truly unique requirements, specialized industries, or complex multi-dimensional analysis, we build entirely without library templates. You still benefit from our domain expertise and proven design principles.

The key difference: Starting with proven frameworks means 4-6 week implementations. Going fully custom takes 8-10 weeks. Both deliver dashboards designed specifically for YOUR business—the library just accelerates the foundation work so we can focus more time on your unique requirements. Either way, you're getting custom analytics, not cookie-cutter templates.

Every company has nuances. We get it. Whether we start with a framework and customize, or design from scratch, the goal is the same: dashboards that drive decisions and provide proper insights for YOUR business.

Proven Results

How We Transformed Reporting For A Major Mining Company

2 Hours
Board Reports (from 2 weeks)
85%
User Adoption Within 3 Months
35%
Fewer Manual Requests

Case Study

Mining Company Transforms Reporting in 6 Weeks

Major mining company operating in US, Canada and LATAM | 5 sites | SAP S/4HANA

Context

A mining company with operations across 5 sites struggled with fragmented reporting. Finance teams spent 2 weeks preparing board reports, manually consolidating data from SAP, operational systems, and dozens of spreadsheets. Site managers couldn't see real-time P&L or production metrics. Decisions were made on outdated information.

What We Built

We deployed our mining dashboard framework customized to their cost structure and KPIs. The implementation connected SAP S/4HANA, production databases, and their Vena planning system through our Data Integrations Platform. Using our pre-built measures and dimensional models, we had working dashboards in production within 6 weeks.

Initial Roll-Out

It took three weeks of training before site finance managers felt comfortable with the new dashboards. We had to standardize cost allocation methodologies across sites to ensure apples-to-apples comparisons. Some managers initially resisted moving away from Excel. But once they saw real-time OEE tracking and could drill from consolidated results to individual transactions, adoption accelerated quickly.

Impact

Board report preparation time dropped from 2 weeks to 2 hours. Site finance managers gained real-time visibility into site-level P&L, production metrics, and cost allocation. AI-powered Q&A reduced routine analyst requests by 35%, and usage analytics revealed the most valuable questions, which we turned into permanent dashboards.

"The AI Q&A feature changed how our business users interact with data. Instead of calling finance with questions, they ask the system and get instant answers. We're tracking those questions, and the most common ones become permanent dashboards. There was definitely a learning curve, but now I can't imagine going back to our old reporting process. Our executive team makes decisions based on current data, not last month's numbers."

— VP, Finance, Major mining company operating in US, Canada and LATAM

Six Months Post-Implementation

85% adoption across finance and operations users. The system now handles 70% of reporting requests automatically. Finance analysts focus on strategic analysis instead of data gathering. The company is expanding the platform to include environmental and safety KPIs.

Approach

Typical Implementation Timeline

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Week 1-2

Discovery & Setup

Requirements, data mapping, framework selection

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Week 3-4

Data Integration

Connect sources, build data models, validate metrics

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Week 5-6

Dashboard Build

Customize frameworks, add visuals, implement AI layer

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Week 7-8

Training & Launch

User enablement, documentation, go-live support

Note: Timeline assumes framework-based approach with standard integrations. Custom dashboard projects typically run 8-12 weeks. We work in 2-week sprints, delivering working dashboards throughout so you see progress continuously.