Case Study
Transforming Financial Reporting
for Smarter Decisions
Consolidating nine SAP instances into a unified data warehouse for streamlined reporting and self-service analytics
The Client
UK Food Manufacturing Group
The client operates multiple business units, each running its own instance of SAP Business One. These independent systems had unique financial calculations and reporting functions, leading to inconsistencies and inefficiencies in financial reporting across the group.
"We needed a solution that would consolidate our financial data and give us a unified, real-time view of performance across all business units." Group Finance Director
Food Manufacturing
United Kingdom
SAP, Data Engineering, Power BI
The Challenge
Manual reporting across nine separate systems
Nine SAP Instances
Client operated nine separate SAP Business One instances, each with its own reporting logic.
Manual Corrections
Manual data corrections and disparate calculations led to inconsistencies and errors.
Extensive Effort
Financial reporting required 3-5 man-days per month per business unit.
No Unified View
No unified, real-time view of financial performance across the group.
No Self-Service
Lack of self-service reporting limited business teams from accessing data efficiently.
The Journey
Building a centralised data solution
Collaborate & Standardise
- Collaborated with business teams to understand reporting needs
- Listened to pain points around manual processes and inconsistencies
- Standardised financial calculations and established central glossary
- Built trust through transparent communication of solution approach
Implement & Model
- Set clear expectations for phased data warehouse implementation
- Implemented Data Vault model for consistency across systems
- Extracted data from all nine SAP instances using WhereScape
- Applied business logic to standardise calculations across entities
Enable & Empower
- Resolved reporting delays with automated daily data refresh
- Developed tabular model with row-level security for Power BI
- Reduced extraction time from 36 man-days to just 3 hours
- Empowered business users with self-service analytics capability
The Transformation
From fragmented reporting to unified intelligence
Nine disconnected SAP instances, manual processes, 36 man-days per month, no unified view.
Unified data warehouse, automated reporting, 3 hours processing, self-service analytics via Power BI.
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By implementing a scalable and automated data solution, Engaging Data significantly improved the client's financial reporting processes. The transition from manual reporting to a centralised data warehouse not only enhanced efficiency but also fostered a culture of data-driven decision-making within the organisation.