Case Study: Data Management

Creating Reporting Efficiency and Setting the Foundation for AI with Microsoft Fabric

A regional utility company partnered with Mutually Human to modernize reporting and reduce manual effort. Using Microsoft Fabric, they centralized data from multiple systems, improved reporting speed, and laid the groundwork for future AI and analytics.

Business Challenge:

Disconnected systems made reporting inefficient and difficult to scale.

A regional energy and infrastructure services company was struggling to generate accurate, timely reports across its operations. With data spread across systems for ERP, CRM, payroll, HR, timekeeping, and forms tools, building even basic reports required manually connecting each data source to Power BI. This created a fragile, time-consuming process that was difficult to scale or adapt as business needs changed.

The organization was also in the process of migrating to a new ERP system and needed a way to retain historical data for long-term reporting. Their goal was to modernize their reporting infrastructure, reduce manual data prep, and lay a foundation for advanced analytics and AI—all within their existing Microsoft ecosystem.

Approach:

By using Microsoft Fabric, Mutually Human helped the organization streamline reporting, preserve historical data, and prepare for AI-driven insights.

Mutually Human recommended Microsoft Fabric as a flexible, integrated solution that fit seamlessly into the organization’s existing Microsoft ecosystem. We facilitated a discovery workshop to align on reporting priorities and identify dashboard use cases that would immediately provide value.

Our team implemented a centralized data repository using Microsoft Fabric, consolidating siloed systems into a single, structured data environment. This allowed business users to build reports that drew from multiple systems without relying on IT or repetitive data extraction. In addition to data consolidation, we provided support in analytics setup, governance best practices, and planning for AI enablement—all while delivering on time and within budget.

Results:

With Microsoft Fabric in place, the organization gained reporting efficiency, better data visibility, and long-term scalability.

Time Savings in Reporting

Weekly reporting for internal teams and external safety compliance was significantly streamlined.

Multi-System Dashboards

Reports now combine data from multiple sources that were previously disconnected.

Historical Data Access

Legacy ERP data remains accessible for ongoing analytics after system migration.

Ongoing Engagement

Continued development and positive feedback on communication, expertise, and delivery quality.

AI-Ready Infrastructure

With Fabric in place, the organization is well-positioned to scale analytics and explore future AI capabilities.

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