Project Description

The Scottish National Investment Bank (“the Bank”), Scotland’s first development investment bank, were using Power BI to report on investment data contained in their Salesforce instance.  Whilst using Power BI, they found several reports were growing in popularity and becoming increasingly difficult to manage.  

Bridgeall worked with the team to provide advice and guidance on best practice, as well as assistance with data modelling and report development to ensure the team had confidence to enhance their reporting processes and effectively leverage the capabilities of Power BI.

We had existing Power BI development capabilities within the team but were starting to reach the limits of knowledge as requirement complexity increased.  As reporting demands continued to grow within the Bank, I identified that a more strategic approach to data modelling and report development was required to avoid data issues in future. 

Working with Bridgeall, we agreed the scope from the outset and the collaborative approach focused on quick wins and knowledge transfer rather than prolonged analysis and blueprints. This meant that priority requirements could be delivered during the engagement, with handover guidance and samples provided for future reference. 

Bridgeall’s expertise meant that results were immediate, and the Bank team gained the required confidence and foundational knowledge to build against in future.  The engagement worked exactly as I’d hoped.” – Stuart McLaughlin, Head of Information Technology and Facilities, Scottish National Investment Bank.

Looking to get started with Power BI? We can help with Power BI Quickstart

Bridgeall is a Microsoft Gold partner for data platform and data analytics. We have experience helping organisations do more with their data. Our Quickstart approach is broken into two main phases: 

  • A full strategy, governance and review of approach 
  • A health check of existing deployments 

Our comprehensive review ensures your Power BI deployment is fully optimised and meets your approach. We also include advice and guidance around how best to improve your data strategy and governance. If you’re looking for more information about Power BI, contact us about Quickstart and one of our team members will be in touch.