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Automated Financial Reporting Solution for Viatek
Customer Case Study, Viatek – Find how automated financial reporting minimises manual effort, providing visual dashboards with Row-level configuration.
The Opportunity
Viatek, a leader in managed print services and business technology, needed to modernise their financial reporting processes – eliminating manual effort, enhancing data accuracy, and providing real-time insights so stakeholders could focus on strategic decisions rather than data preparation.
The Delivery
Agile Insights delivered an automated Power BI-based financial reporting solution with automated data integration from the ERP system, scheduled refresh, P&L-style interactive dashboards, and row-level security configuration.
The Outcome
Manual effort eliminated through automated data integration and report refresh, real-time financial performance data available to stakeholders instantly, advanced financial analysis tools enabling focus on strategic priorities, and delays and errors associated with manual reporting processes removed.
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About Viatek
Established in 1984, Viatek is an Australian-owned and operated services organisation with expertise in managed print services and business technology. With 20 offices across New South Wales and Victoria, Viatek supports a broad range of clients with innovative solutions to enhance efficiency and productivity.
The Challenge

Viatek faced several challenges with their existing financial reporting process:

  • Reliance on manual data extraction and refresh processes using Excel.
  • Difficulty maintaining version control and ensuring stakeholders accessed up-to-date information.
  • Time-consuming and error-prone workflows for preparing reports.
  • Lack of automated sharing and real-time insights for financial performance tracking.
Client Testimonial
"The team at Agile Analytics listened to our reporting pain points, understanding the improvements we were after, and ultimately designed a Power BI solution that met our needs."
Juan Merdaco
Commercial Manager, Viatek

Our Solution

Agile Insights developed a Power BI-based financial reporting solution tailored to Viatek’s needs. Key features of the solution included:

Automated Data Integration
Combined financial data from the ERP system with budget and supplementary data sources.
Scheduled Refresh
Automated data refresh with no manual intervention, ensuring stakeholders always have the latest information.
Interactive Dashboards
Delivered P&L-style visuals and trend analysis charts for comprehensive performance tracking.
Row-Level Security
Configured security settings to display relevant data to specific users, enhancing focus and confidentiality.
Why It Worked

Our solution to resolve the challenge was executed over a period of three months. To deliver a best-of-breed solution, we kept to a meticulous project timeline.

  • Discovery Phase: Assessed Viatek’s existing reporting pain points and identified opportunities for automation and improvement.
  • Solution Design: Developed a scalable and user-friendly Power BI framework.
  • Implementation: Built and tested the solution, incorporating Viatek’s feedback to ensure alignment with business objectives.
  • Training & Adoption: Provided training to stakeholders to maximise the value of the new platform.

The Impact

  • Automation: Minimised manual effort by automating data integration and report refresh processes.
  • Real-Time Insights: Enabled stakeholders to access up-to-date financial performance data instantly.
  • Improved Decision-Making: Delivered tools for advanced financial analysis, allowing teams to focus on strategic priorities.
  • Increased Efficiency: Eliminated delays and errors associated with manual reporting processes.

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