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Financial ServicesPower BI

Anonymized engagement summary — Financial Institution Power BI Enterprise Deployment

Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group

10,000+ Analysts Empowered with Self-Service BI

Financial institution (client not named)
12 months
8 consultants
10,000+
Active Users
6,500+
Reports Created
80%
Faster Reporting
300%
ROI
$5M
Annual Savings
95%
Satisfaction

Outcome figures on this page are EPC Group engagement data for an anonymized client, recorded by the delivery team at project close. They are not independently audited, and no client-issued measurement is published for them. How EPC Group counts · Documented engagements

Client not named at EPC Group's discretion; this record is EPC-reported and is not part of the Evidence Center classes.

Overview

A large 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
6,500+
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

Quick Facts

Client
Financial institution (client not named)
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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Documented work

Case studies with the instrument, the scope and the limitations stated. Each page names its verification class; results are claimed only from project records.

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