Case study: Microsoft
How Vertex Transformed Financial & Operational Reporting in the Cloud
Case Study at a Glance
Client
A global control systems manufacturer operating across multiple regions, managing financial, operational, and sales data through legacy on-premise analytics systems.
The Problem
The organization relied on an aging SQL-based reporting environment that lacked scalability, suffered from data latency, and required heavy manual intervention. Financial and operational insights were fragmented, making it difficult to obtain a single, reliable source of truth across regions.
The Solution
Vertex modernized the analytics ecosystem by implementing a Microsoft Fabric-based Data Analytics Platform. The new cloud-native architecture consolidated data pipelines, standardized reporting models, and enabled governed enterprise reporting through Power BI.
The Result
- Established a single source of truth for enterprise reporting
- Improved visibility into margin, bookings, and operational performance
- Reduced manual reconciliation and reporting delays
- Built a scalable, future-ready analytics foundation
OVERVIEW
Vertex partnered with a global control systems manufacturer to modernize its legacy analytics environment. The objective was to replace a fragile, on-prem reporting ecosystem with a scalable Microsoft Fabric platform that delivers reliable financial and operational insights across regions.
OBJECTIVES
- Establish a single trusted source of financial and operational data
- Improve visibility into margin, bookings, and order performance
- Reduce reporting delays and manual reconciliation
- Build a scalable, cloud-native analytics foundation
DELIVERABLE
A cloud-based Data Analytics Platform (DAP) built on Microsoft Fabric, delivering standardized, business-ready dashboards for finance, operations, and leadership teams.
KEY FEATURES
Modern Data Architecture
- Migration from legacy on-prem analytics to Microsoft Fabric
- Simplified data pipelines for improved reliability
Business-Focused Reporting
- Gross Margin analysis across products and regions
- Book-to-Bill performance tracking
- Orders Past Due visibility for proactive management
Governed & Scalable Foundation
- Unified enterprise data model
- Secure, cloud-native architecture
- Designed for future analytics expansion
BUSINESS RESULTS
- Established a single source of truth for enterprise reporting
- Improved decision speed across finance and operations
- Reduced dependency on manual reporting processes
- Built a scalable analytics platform aligned to growth
TECHNOLOGIES
Platform: Microsoft Fabric
Reporting: Power BI
Data Sources: ERP & Operational Systems
Architecture: Cloud-Native Data Platform
Case study: Data & Analytics
Case study: Microsoft
Case study: Microsoft
Case study: Power Platform
Case study: Microsoft
Case study: Digital Transformation
Case study: Digital Transformation
