Customer story
A large US-based construction company needed to consolidate reporting across six disparate data sources — Azure SQL, Cosmos DB, Oracle Warehouse, Yardi, Procore, and Azure Data Lakes — covering property information, project statuses, loan pipelines, revenues, expenditures, equity, and vendor management. We designed KPIs, built a data transformation layer, and embedded the Power BI reports in the client’s enterprise application with SSO and role-based access control.
Engagement facts
Client
Large construction company
Industry
Construction / Engineering
Region
United States
Service
Power BI reporting, embedded analytics, and data transformation
Stack
Power BI
SQL Server
Azure SQL
Cosmos DB
Oracle Warehouse
Procore
Azure Data Lakes
disparate data sources unified into a single reporting layer
SSO
single sign-on with Azure AD for seamless, secure access
Embedded
analytics using App Owns Data model within the enterprise application
Role-based
access control driven by Azure AD security groups
The client
A large US-based construction company with complex data across multiple systems
The client is a large construction company in the US.
The need
Consolidated reporting across property, project, financial, and vendor data
The customer had several systems under their portfolio and needed to evaluate property information, project statuses, loan statuses, pipelines, revenues from various sources, expenditures from several departments and types of expenses, equity trackers, pursuit reports, opportunities, and vendor management reports.
The challenge
Six disparate data sources, a complex data model, and enterprise-grade security requirements
The data sources for all the systems varied — Azure SQL, Cosmos DB, Oracle Warehouse, Yardi, Procore, and Azure Data Lakes — leading to a complex data model architecture. Furthermore, the client was concerned with security and had a centralised data access and reporting application where the reports were to be individually embedded under the application’s own data model so that security-driven reporting could be done.
The solution
KPI-driven Power BI dashboards embedded in the enterprise application with SSO and RBAC
The solution design included defining and designing the key KPIs and reports, published on the cloud with integrations to the existing data sources. A data transformation layer was defined before feeding data from different sources into the Power BI dashboards, leading to a simplified process flow.
KPI design & data modelling
Each report was determined for its purpose, use cases, and KPIs from different client teams, requiring careful data modelling before visuals were created and integrated.
Data transformation layer
A transformation layer was built to normalise and prepare data from the six disparate sources before it entered Power BI.
Embedded analytics
Reports were embedded within the client’s enterprise application via embedded analytics using the App Owns Data model.
Security & SSO
Security was driven by security groups within Azure AD and integrated with SSO for role-based access control. End users did not need to log in separately to access the reports.
Benefits
What changed for the client
Simplified process flow
All data consolidated into Power BI dashboards, simplifying the reporting workflow.
Integrated visuals
Visuals for each data set created and integrated according to requirements.
Security resolved
Security concerns mitigated by providing role-based access control with SSO.
Technology
What we used
See how our Power BI team scopes an embedded analytics engagement.
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