Retail Chain: From Five Spreadsheets to One Trusted Dashboard 70%less manual reporting time
Challenge: A multi-location retailer's weekly executive report was built by hand from five disconnected spreadsheets, taking a full day and frequently containing errors.
Solution: We modeled the underlying POS and inventory data in Power BI, built a governed semantic model, and enabled Fabric Copilot so leadership gets an automatic plain-English summary alongside every report.
Result: The weekly report now refreshes automatically and generates its own narrative, cutting manual prep time by roughly 70% and eliminating recurring reconciliation errors.
Distributor: Automated Detection Catches a Pricing Error $250Kin flagged cost savings
Challenge: A distributor suspected margin erosion on a product line but couldn't pinpoint the cause across thousands of SKUs and vendor invoices.
Solution: We built a Fabric-based cost-analysis model and applied a custom insight engine to automatically flag unusual vendor pricing patterns.
Result: The model surfaced a systematic vendor overcharge that manual review had missed for months, representing an estimated $250K in identified savings.
Professional Services Firm: Self-Service Sales Insights 3 weekskickoff to live dashboard
Challenge: A growing services firm's sales team had no shared view of pipeline health and relied on the founder to manually compile updates.
Solution: We stood up a Microsoft Fabric lakehouse connected to their CRM, built a Copilot-enabled semantic model, and trained the sales team to ask questions of their own data in natural language.
Result: The team went from zero self-service reporting to a live, AI-assisted pipeline dashboard in three weeks, freeing the founder from being the reporting bottleneck.
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