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For years, an international nonprofit organization relied on a patchwork of on-premises technologies, including SQL servers, Excel, and Smartsheet, to manage their data. While this system was functional, it was far from efficient. Their financial analytics platform, Tableau, was increasingly unable to keep up with the organization’s evolving needs and had become a significant financial burden. Data was siloed across multiple sources, leading to inconsistent reporting and slow decision-making processes. Without a unified platform, integrating data was labor-intensive, prone to error, and left little room for scalability. Recognizing the need for a future-ready data strategy, the nonprofit partnered with Microsoft Fabric Featured Partner, Valorem Reply, to undertake a complete data platform modernization. Valorem Reply implemented Microsoft Fabric, consolidating their data infrastructure into a single, cloud-based solution that streamlined integration and eliminated silos. By transitioning from Tableau to Power BI, Valorem Reply delivered cost-efficient and optimized reporting solutions, empowering the nonprofit to access insights faster and more reliably than ever before. With this modernized architecture, the organization now benefits from a single source of truth for their data, improved reporting performance, formalized code promotion processes, and enhanced security through improved user management. This transformation has not only reduced costs but has also laid the foundation for future growth and innovation, ensuring the nonprofit’s mission can thrive in a data-driven world. 

Within just a short time of testing the new reports, it became clear that the loading time in Microsoft Fabric was significantly faster than in the organization's previous analytics solution. These quick load times will make a noticeable difference in efficiency and user experience. 

Sean Smith, Practice Lead, Data & AI, Valorem Reply

CHALLENGES & OPPORTUNITIES

  • On-premises platform architecture, including SQL servers and various data sources like Excel and Smartsheet, which limited scalability and operational efficiency. 
  • Existing Tableau platform for analytics was becoming increasingly costly and not meeting their needs. 
  • Lack of a unified data platform, leading to data silos and inconsistent reporting. 
  • Manual processes for data integration and reporting were time-consuming and prone to errors. 

SOLUTIONS

  • Transition from on-prem SQL server to a cloud-based modern data platform and modernization architecture. 
  • Migrate their analytics from Tableau to Power BI in Microsoft Fabric, offering optimized and cost-efficient reporting solutions. 
  • Leverage Microsoft Fabric to streamline integrated data platform within a unified environment.  
  • Provide enhanced and optimized reporting solutions using Power BI within Microsoft Fabric.

RESULTS

  • Quicker report loading times. 
  • A single reliable source for all data.  
  • Formalized code promotions and deployment pipelines for lifecycle management.  
  • Emphasis on security and governance with enhanced user management of data accessibility.   
  • Improved Dashboard and reporting performances with new reporting solutions
ON-PREM TO FABRIC AND TABLEAU TO POWER BI MIGRATIONS FOR NONPROFIT DATA MODERNIZATION

Solution Area:

Data & AI

Industry:

Nonprofit

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