Automated Financial Reporting Cuts Cycle Time by 40%, Boosts Decision-Making Speed
Situation
Our client, a global fitness franchise operating nearly 4000+ studios across 26 countries, faced significant challenges in managing their monthly performance reporting. Each month, their teams manually downloaded data from multiple systems, including Zoho, Zenoti, and an in-house studio management tool, to compile Excel-based KPI reports. This manual process was time-consuming and error-prone, especially given the volume of sales and financial data across their franchise network. To overcome this, they aimed to automate the integration of these data sources into a centralized Data Warehouse, enabling seamless, real-time reporting through Power BI.
Approach
AArete partnered with the client to modernize their financial reporting and analytics ecosystem. By reverse engineering approximately 400 legacy reports and KPIs, we ensured the integrity of historic business logic. We designed and implemented a scalable solution to source, cleanse, and integrate data into a Snowflake data warehouse, embedding business rules for seamless transformation. Leveraging a design-first approach, we developed intuitive Power BI dashboards that delivered actionable insights and enabled efficient decision-making.
Result
The result was improved visibility into business performance across all franchise locations, enabling real-time insights through a centralized source of truth for better decision-making. Automated data integration enhanced efficiency and minimized errors, while the implementation of accessible web and mobile reports provided flexibility and ease of use. This modern reporting infrastructure supported faster, more informed decisions and scalable operations.