Unified Data Pipeline
Automated ingestion from ERP (NetSuite, SAP, etc.), Salesforce, and payroll into a single Microsoft Fabric architecture.
FOR FINANCE LEADERS
Eliminate Reconciliations & Run Finance on One Unified Platform.
Connect ERP, CRM, payroll, and billing into a governed Microsoft Fabric data foundation. Certified Power BI reports, live-linked Excel workbooks, and board-ready dashboards—built and transferred to your team in 5 months.
5-MONTH TIMELINEMICROSOFT FABRIC & POWER BIFULL TEAM HANDOVER
No fluff. We analyze your current stack and outline the exact scope.
WHAT YOU GET: 5-MONTH DELIVERABLES
We build an end-to-end financial data reporting engine for your core business unit, then hand over the keys.
Tailored Power BI Dashboards
Automated executive views for board packs, executive revenue, and margins—updating automatically overnight.
Live Connected Excel Workbooks
Finance stays in Excel, but models query the central database live, eliminating copy-paste version sprawl.
Role-Based Governance
Standardized definitions for key metrics with strict row-level security and full audit trails.
Complete Handover
Standard operating procedures, technical documentation, and team training so you operate independently.
THE COST OF FRAGMENTED DATA
| TODAY (DISJOINTED SYSTEMS) | AFTER 5-MONTH BUILD |
|---|---|
| Analysts spend 80% of close week pulling/cleaning data | 70% reduction in data prep time; instant close readiness |
| Days spent manually matching CRM closed deals against ERP revenue ledgers. | Continuous database-level variance matching eliminates monthly manual reconciliation tasks. |
| Manual Excel workbooks rebuilt every month | Live-linked workbooks auto-refresh on demand |
| Rearview reporting weeks after month-end | Real-time, executive & board-ready visibility |
5-MONTH DELIVERY ROADMAPMONTH 1 MONTHS 2–4 MONTH 5
Assess & Map
Audit data processes, identify manual reports and lock in core metric definitions.
Build & Integrate
Deploy Fabric environment, construct data models, and connect live source systems.
Validate & Transfer
Reconcile historical data, release tailored dashboards, train internal teams, and deliver runbooks.
WHY FINANCE TEAMS PARTNER WITH US
Senior Practitioners Only
Senior data architects who have executed mid-market and enterprise builds.
Single-Vendor Accountability
Strategy, pipeline engineering, dashboard design, and enablement from one team.
AI-Ready Architecture
Clean, structured data models ready for secure enterprise AI integration whenever you choose to deploy it.
How we helped our clients grow
Testimonials
Building an enterprise-grade business intelligence platform is no small undertaking, and finding a partner who can match both the technical complexity and the operational reality of your business is even harder. Dataracity did both. They navigated integration challenges across six disparate systems without losing sight of the bigger picture, and their command of the Microsoft stack meant we weren't spending cycles educating them on fundamentals. What set them apart was the strategic layer they brought — they weren't just executing tasks, they were thinking alongside me about what this platform needed to do long-term. We now have end-to-end operational metrics with clarity we've never had before — leadership can directly connect that data to P&L performance in real time. I would recommend Dataracity without hesitation.
Arthur L. Burris Jr.
Director, Enterprise Architecture, BI & Process Innovation
We engaged Dataracity to lead the design and recommendation phase of one of our client's enterprise data architecture projects on the Microsoft platform. From the outset their expertise was evident — they introduced us to Microsoft Fabric and provided a robust framework rooted in industry best practices. Beyond high-level strategy, they delivered tangible assets including detailed system architecture diagrams, data flow charts, and comprehensive price modeling. Their technical execution is just as impressive as their strategic planning. I highly recommend Dataracity for any organisation looking to modernise their data stack with precision and clarity.
Shelly Jantzen
Founder · E2 Consulting
Dataracity's approach was consistently collaborative and thorough. They took the time to listen to our concerns and crafted reports that aligned with our needs while also incorporating their expert recommendations. The Power BI reports they developed have become essential to our daily operations — we rely on them to make informed decisions and drive growth. These reports have transformed our data into actionable insights, allowing us to operate more efficiently and effectively. Working with Dataracity was a fantastic experience. Their professionalism and genuine commitment to helping us succeed were clear from start to finish — they truly exceeded our expectations.
Kristen Polsinelli
Architectural & Design Sales Manager
Stop Managing Spreadsheet & Start Driving Strategy.
Book a 30-minute scoping call to map your current data stack and evaluate a 5-month Fabric deployment.