Case Study
Here's the Case-Study of some of our works we'd like you to see...
Data-Driven AI
Data-Driven AI, a leading Managed Services Provider needed a more scalable and user-friendly way to manage internal cost governance while maintaining compatibility with its existing Angular-based administration tool. As the organization expanded, administrators struggled with manual processes, inconsistent data structures, and the lack of a Microsoft-aligned interface for managing cost groups.
At the same time, financial and operational reporting suffered due to disconnected data sources. This fragmentation limited visibility into utilization, billable hours, technician workload, and overall performance.
The Challenge
The client faced two major challenges impacting governance and reporting:
Cost Governance Administration:
- Existing Angular admin tool was functional but not user-friendly for broader distribution.
- Administrators struggled with managing cost centers, ownership, descriptions, budgets, and governance consistency.
- Needed a smoother, standardized interface aligned with the Microsoft ecosystem.
Reporting & Analytics:
- Profitability data lived in Xero; operational data in a separate enterprise dataset.
- Disconnected systems caused fragmented visibility into utilization, billable hours, and technician performance.
- Required a unified reporting model without disrupting existing dashboards.
The Solution
To address these challenges, we delivered a streamlined Power Platform–based solution:
PowerApps: Cost Group Administrative Interface
- Built a PowerApps' Canvas App using Dataverse to complement the Angular tool.
- Added list views, filtering, and detailed forms for cost center, purpose, ownership, and budget data.
- Integrated Power Automate to commit updates reliably.
- Packaged as a managed solution and published to the Azure Marketplace for easy deployment.
Power BI: Profitability & Utilization Dashboards
- Integrated Xero data into the enterprise dataset while preserving existing reports.
- Developed visuals for income, cost, overheads, and profit by business unit.
- Created utilization KPIs: billable vs. non-billable hours, tickets per technician, workload distribution, and time trends.
- Delivered unified dashboards for financial and operational performance.
The Power Platform solution strengthened governance, improved administrative efficiency, and unified reporting. With a scalable PowerApps interface and consolidated Power BI dashboards, the organization now benefits clearer insights across finance, operations, and cost governance while maintaining compatibility with existing systems.
Technology Stack
