60+ Reports Replaced by 5 Screens: -90% Reporting Time
The CFO and finance team of a corporate group spent a major portion of each month compiling manual reports. Management meetings often began by debating whose spreadsheet numbers were correct rather than deciding what actions to take.
At a Glance
ONISIS designed a 5-screen Power BI executive reporting architecture, consolidating group-wide sales and margin data. Training leadership and embedding automated 2-minute refreshes eliminated 60+ manual monthly reports, reduced preparation time by 90%, and enabled complete performance visibility in 5 minutes.
INDUSTRY
CORPORATE GROUP
COMPANY PROFILE
Multi-company corporate group.
PRIMARY OUTCOME
60+ into 5 screensSERVICE PILLAR
Business Intelligence→The Challenge: Manual Reconciliation of 60+ Monthly Excel Reports
The owner of a multi-company corporate group recognized that the business had outgrown its reporting practices.
The finance team spent a large portion of each month assembling over 60 spreadsheet reports. Data moved through dozens of files and manual checks before reaching executive leadership.
In monthly management meetings, time was frequently lost debating conflicting figures rather than focusing on strategic decisions.
The owner knew the CFO needed to focus on corporate financial direction rather than spending weeks compiling manual spreadsheets.
The Technical Intervention: Consolidated 5-Screen Power BI Architecture
We started with the sales and margin reports used by executive leadership.
We designed a 5-screen management dashboard consolidating core sales, cost, and margin data. The new tool refreshed with updated data in two minutes.
To ensure smooth adoption, we mirrored the familiar structure of the group's two primary reports within the new environment. We trained executives and established automated alert thresholds.
A dedicated screen tracked customer performance by revenue and profit margin, making account variance instantly visible without manual cross-referencing.
Management Implementation: Institutionalizing a Single Source of Truth in Board Meetings
Monthly executive meetings shifted immediately to using the unified dashboard data, eliminating time spent reconciling conflicting spreadsheets.
The CFO and finance team redirected their time from manual compilation toward strategic financial management and group planning.
Leadership subsequently expanded the same reporting architecture across all operating subsidiaries.
What Changed in Practice
Every engagement is different. Here, we share the business impact for this specific case
60+ to 5
Reports consolidated into 5 screens
-90%
Reporting preparation time
5 min
To view complete performance
To honor the confidential nature of our engagements, client identities remain private.
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