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HomeCase StudiesFortune 100 Financial Institution
Back to Case Studies
Financial ServicesPower BI

Fortune 100 Bank Power BI Enterprise Deployment

10,000+ Analysts Empowered with Self-Service BI

Fortune 100 Financial Institution
12 months
8 consultants
10,000+
Active Users
5,200+
Reports Created
80%
Faster Reporting
300%
ROI
$5M
Annual Savings
95%
Satisfaction

Overview

A Fortune 100 bank sought to democratize data analytics across their global organization by deploying Power BI to over 10,000 analysts. The initiative required enterprise-grade governance, SOC 2 compliance, and integration with their existing data warehouse infrastructure.

The Challenge

The financial institution faced complex requirements typical of large-scale enterprise BI deployments:

  • Legacy reporting tools scattered across 50+ business units
  • Strict SOC 2 and financial regulatory compliance requirements
  • Complex data security with row-level and object-level permissions
  • Integration with Teradata, SQL Server, and Snowflake data sources
  • Need for consistent metrics definitions across the organization
  • Resistance to change from power users of existing tools

Our Solution

EPC Group designed and implemented a comprehensive enterprise Power BI platform:

1

Phase 1: Architecture Design

Designed enterprise Power BI architecture with premium capacity, gateway infrastructure, and security model.

2

Phase 2: Data Model Framework

Established certified datasets, shared data models, and consistent business logic layer.

3

Phase 3: Governance Implementation

Deployed workspace governance, endorsement policies, and usage monitoring.

4

Phase 4: Pilot & Iteration

Piloted with 500 users across 5 business units, gathered feedback, and optimized.

5

Phase 5: Enterprise Rollout

Scaled to 10,000+ users with comprehensive training and center of excellence.

Results & Impact

10,000+
Active Users
Across all global business units
5,200+
Reports Created
Certified enterprise reports
80%
Faster Reporting
Reduction in report development time
300%
ROI
Return on investment within 18 months
$5M
Annual Savings
Retired legacy reporting tools
95%
Satisfaction
User satisfaction score
"The Power BI platform EPC Group built has transformed how we make decisions at every level. Real-time insights that used to take weeks to compile are now available instantly. Their expertise in financial services compliance was invaluable."
VP of Business Intelligence
Fortune 100 Financial Institution

Quick Facts

Client
Fortune 100 Financial Institution
Industry
Financial Services
Service
Power BI
Duration
12 months
Team Size
8 consultants

Technologies Used

Power BI PremiumAzure SynapsePower AutomateAzure Data FactoryPythonDAX

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Request Full Case Study

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Ready to Achieve Similar Results?

Let's discuss how EPC Group can help transform your Power BI environment.

Schedule a Consultation