A growing construction company needed a more efficient way to manage reporting across departments. Their CFO was spending 20–30 hours each quarter building reports manually in Power BI, relying on data pulled from spreadsheets and disconnected systems. Reports were connected directly to individual sources, making them time-consuming to manage, difficult to scale, and prone to inconsistencies.
The organization wanted to streamline reporting, reduce manual effort, and lay the foundation for more advanced capabilities—like enhanced analytics and AI-driven insights. They were also committed to staying within their existing Microsoft environment, making compatibility and seamless integration a top priority.
Mutually Human assessed the client’s current reporting environment and confirmed that Microsoft Fabric would be a strong fit for their goals. Fabric aligned with their existing Microsoft infrastructure and offered the ability to consolidate fragmented data sources into a centralized, scalable environment.
We implemented a tailored Microsoft Fabric solution, ingesting data from Excel files and internal systems into a single source of truth. This included the creation of a gold layer—a clean, trusted data foundation that enabled business users to build consistent, accurate Power BI reports without needing direct IT support.
Our team also established data governance best practices and configured the environment to support secure access and long-term scalability. The implementation was designed to not only meet their immediate reporting needs but also prepare the company to adopt future Fabric capabilities, such as automation and AI-driven insights.
The Microsoft Fabric implementation delivered measurable improvements in both efficiency and business adoption.
The CFO now spends far less time generating a quarterly board report that previously took 20-30 hours.
Reports built in Fabric are actively used across departments like sales, finance, HR, accounting, and safety.
Business users have embraced the new system, requesting additional reports and dashboards to support decision-making.
Replacing ad hoc spreadsheet connections with a single data source has reduced reporting errors and increased trust.
With Fabric in place, the company is well-positioned to adopt AI, automation, and advanced analytics as their data needs grow.
Let’s talk about your unique challenges and explore how we can craft a solution that fits your needs. Whether you’re looking to streamline processes, innovate with new technology, or bring a bold idea to life, our team is here to help. Reach out today and take the first step toward turning your vision into reality with a trusted partner by your side.
Mutually Human is a digital engineering firm that prioritizes a human-centric approach to help you solve complex business challenges using artificial intelligence, data, and software.
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