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Modernizing Financial Reporting At CADFEM With Power BI & Azure

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About the client

CADFEM is a global engineering services organization specializing in simulation-driven product development. Operating across multiple regions and departments, the company manages large volumes of financial and manpower data from diverse systems. As the business scaled, CADFEM needed a unified reporting solution to improve visibility into financial performance and resource utilization.

The Challenge

CADFEM faced challenges with fragmented data and complex reporting requirements, limiting visibility and decision-making.

Key issues included:

  • 1. Data spread across multiple systems with inconsistent formats
  • 2. Manual consolidation leading to delays and inefficiencies
  • 3. Complex business logic difficult to manage in existing tools
  • 4. Limited real-time visibility into financial and manpower data
  • 5. Constraints in handling advanced and custom visualizations
  • 6. Multi-region ERP instances limiting consolidated reporting
  • 7. Complex API data extraction with nested structures

Our Solution

We implemented a centralized analytics platform to automate reporting and deliver real-time, scalable insights.

  • 1. Automated data integration using Azure Data Factory and Zoho APIs
  • 2. Centralized SQL data models with built-in validations and logic
  • 3.Handled complex transformations and business rules server-side
  • 4.Enabled multi-region data consolidation through a unified warehouse
  • 5. Optimized performance using Direct Query and DAX measures
  • 6. Developed interactive Power BI dashboards for finance and manpower insights
  • 7. Implemented governed metrics for accuracy and transparency
  • 8.Built scalable architecture to support future growth

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