Operating multiple business units, each with its own data systems and practices, the company struggled with fragmented financial reporting. Connecting data for reports or analytics was a manual and time-consuming process. Leadership lacked a clear, real-time view of business performance across units, making it difficult to prepare board materials efficiently or support proactive, data-driven decisions at the strategic level.
To address the challenges of fragmented data and manual reporting, Lunavi first conducted in-depth stakeholder interviews, technical reviews and integration mapping sessions to ensure the proposed solution met the company’s operational needs and long-term goals. Then we designed and implemented a centralized analytics platform tailored to the company’s business structure. This solution brought together six different salesforce data sources, one Sage Data Source and one Dynamics 365 data source into one unified platform. The solution leverages Microsoft’s modern data tools to provide timely, automated insights across all business units, enabling leadership to make data-driven decisions with confidence.
Centralized Reporting
Dashboards and reports unified financial data across all business units.
Automated Daily Refreshes
Replaced manual reporting with real-time, always-current updates.
Scalable Cloud Architecture
Built on Azure DataLake and Microsoft Fabric for long-term flexibility.
Interactive Dashboards
Power BI visualizations support segmentation and dynamic data views.
In just three months, Lunavi implemented a centralized analytics platform that unified financial reporting across business units. The solution replaced manual processes with automated, real-time insights used by leadership and key stakeholders. It now serves as a scalable foundation for smarter, faster decision-making across the organization.
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