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In an industry where every hour counts and client expectations are high, a management consulting firm with a nationwide footprint partnered with Data Science Dojo o leverage Microsoft Fabric analytics and turn its Salesforce data into a competitive edge. What began as a quest to eliminate repetitive manual reporting evolved into a full-scale analytics transformation, delivering near real-time insights, secure external collaboration, and a scalable foundation for future growth—all powered by Microsoft Fabric analytics.
In the fast-paced world of management consulting, where sharp insights drive client success, our client—a firm with over 200 team members spread across offices nationwide—found itself bogged down by outdated reporting practices. Their Salesforce system held a wealth of critical data, but extracting it meant hours of tedious work: analysts downloading CSV files daily, wrestling with uploads into Power BI, and dealing with inevitable human errors. Refreshes happened just once or twice a day at best, leaving leaders with yesterday’s news when today’s decisions were on the line. Sharing insights with external partners? That was a non-starter, with no secure channels in place, forcing awkward workarounds or outright denials.Â
As the firm grew, so did the data volumes, turning what should have been a strategic asset into a bottleneck that eroded efficiency and client trust. The team knew they needed a shift—to move from reactive, error-prone processes to something proactive and scalable that could keep pace with their ambitions.
To tackle these constraints, Data Science Dojo designed a tailored solution centered on Microsoft Fabric analytics, reimagining the client’s entire reporting workflow from the ground up. We started by diving deep into their Salesforce setup, mapping key objects and calculations to create a solid data foundation within Microsoft Fabric analytics workspaces. This included setting up environments with strict access controls to safeguard sensitive information.
From there, we engineered automated pipelines that pulled data straight from Salesforce APIs, using incremental refreshes to pull only what’s new—cutting down on bandwidth while ramping up speed. Built-in validation checks, error handling, and alerts ensured everything ran smoothly, with schedules tuned to business rhythms for multiple daily updates. We overhauled their Power BI dashboards too, making them sleek for both desktop and mobile use, complete with row-level security so everyone sees only what they should. This solution demonstrates how Microsoft Fabric analytics can transform complex enterprise reporting into an agile, real-time system.
The most impactful was the custom portal we developed: a user-friendly React.js interface backed by a .NET 6 API on Azure App Service. It integrates Microsoft Entra ID for secure logins and embeds Power BI reports via service principals, letting partners and members access tailored views without compromising data governance. The rollout was collaborative, with hands-on testing to iron out any kinks, ensuring the system not only met immediate needs but was built to evolve.
With Microsoft Fabric analytics in place, the firm reclaimed over 1,040 hours a year, shifting from 20+ hours of weekly drudgery to minimal oversight, freeing up resources worth around $60,000 annually for client-facing innovation. Reports that once took half an hour or more now refresh in under five minutes, an 80% speedup that empowers leaders with fresh, actionable intelligence right when they need it. Data accuracy soared, too, decreasing errors from manual processes by 95%, thus building trust in the numbers.
Moreover, external stakeholders could self-serve through the secure portal and monitor performance. The analytics crew, no longer chained to routine tasks, could dedicate time to deeper strategic work, while the firm’s leadership gained the confidence of real-time visibility.
This foundation has positioned them as a forward-thinking player in consulting, ready to scale as data demands grow, and sets the stage for even more advanced analytics explorations down the line.
Ready to transform your engineering and analytics pipeline? Let our experts at Data Science Dojo tailor a solution for your business. Book a call or explore more case studies
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