Replace an opaque PowerBI reporting with a robust and suitable solution
When their Power BI expert left, this mid-sized company saw its reporting collapse. It then discovered some limitations: dependence on a rare technical profile, maintenance complexity, additional costs that are difficult to anticipate.
Context
This company was looking to establish a more robust, automated, and accessible financial reporting system for the operational stakeholders in Finance. To achieve this, it chose PowerBI: a powerful solution with high-quality visual rendering and low licensing costs. To carry out this project, it recruited a management controller specialized in data science and PowerBI, who built all the necessary technical processes for the reporting.
Problem
If PowerBI has improved the experience compared to Excel, several major difficulties remained. The monthly production of reports was still time-consuming, with a technical rigidity that was difficult to maintain and evolve. The solution had become a real black box for the finance team: only the technical expert in charge mastered the models and the code. The departure of this person revealed the fragility of the system, as it is extremely difficult to recruit a profile combining finance and advanced data science skills. Finally, the overall cost turned out to be higher than expected: beyond the licenses, one had to consider the salary of a rare profile and the time spent maintaining and developing reports. PowerBI being particularly suited for large groups with dedicated technical teams, but much less for an organization requiring flexibility and autonomy on a daily basis.
The solution provided
Faced with these limitations and the difficulty of replacing the technical expert, the company turned to other solutions and chose Nocloz. The platform has allowed them to regain control over reporting by providing the finance team with a tool designed for them: - Automation of data integration and processing, without relying on a rare technical profile. - Flexibility for evolution and configuration directly in the hands of the finance teams, with the same agility as Excel but within a robust framework. - Simplified sharing thanks to the Boardroom, which provides secure dashboards tailored to the needs of operational managers. - Ensured continuity: the reporting logic no longer relies on a single person but on an intuitive and maintained SaaS platform.
The results
Thanks to Nocloz, the company has regained automated and reliable reporting, while eliminating its dependence on rare technical expertise. Monthly production is faster, changes are easy to implement, and finance can focus on its role of analysis and support for the business. Operational staff have clear and accessible dashboards, without requiring Excel exports or additional data processing. The overall cost is better controlled, and the solution, designed for finance, proves to be sustainable and scalable.
Your finance team deserves better than an Excel spreadsheet.
30 minutes of demonstration is enough to understand the potential for your figures. Discover concretely how Nocloz can revolutionize your monthly reporting starting next month.
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