Invesco

Sustainability Reporting BI Portal

Industry: Investment

Invesco is an investment management firm dedicated to delivering an investment experience that helps people get more out of life; Invesco is an environmentally aware company with a responsibility to report on and monitor consumption of utilities with the aim of meeting defined sustainability targets.

Invesco is an investment management firm dedicated to delivering an investment experience that helps people get more out of life; Invesco is an environmentally aware company with a responsibility to report on and monitor consumption of utilities with the aim of meeting defined sustainability targets.

Invesco needed a business intelligence reporting solution that they could use to upload all their consumption data with a view to collating the information in a data warehouse, for historical, present and future predictive analysis reporting. The client also needed the ability to create sustainability surveys that could be distributed to their facilities managers on a workflow schedule, with the ability to collate this into the data warehouse to drive the reports. From there, a series of interactive reports and dashboards would be used to create the output and be combined into a downloadable report for distribution.

THE BRIEF
THE SOLUTION

To meet the business' requirements, Dolphin IT Solutions designed a BI reporting application developed on SharePoint Server, hosted in the Microsoft Azure Cloud. Cloud hosting meant that access by users who are either internal or external to the company could be easily achieved via a securely authenticated logon.

SQL Server was the obvious choice for the data warehouse backend, with SSIS performing an ETL (nightly data import & data processing) which imported data from external platforms. To achieve advanced reporting solution, SQL Server Reporting Services was used to allow Mace to produce formatted reports with tables in the form of data, graph, images and charts. Analysis Services for multi-dimensional KPI heatmaps and fully interactive data analysis were also used.

The choice for the solution to be hosted on the Cloud meant the project was delivered to the client within 3 months. SharePoint Server was the perfect platform to develop this application with built in features such as business intelligence, search, workflows and security. This meant development time was minimised and licencing costs were absorbed by the company’s existing volume licencing agreements.

I have worked with Dolphin IT Solutions over the past year, as we have been building a performance reporting and BI portal for our facilities management. This has been extremely complex, as I have requirements specific to my client as well as the needs of our business, and Dolphin IT Solutions has been a fantastic support for me as we’ve worked through this. Now I have a portal that provides performance information to my client as well meaningful management information to me. As other systems and data feed into the SharePoint hosted BI portal, it acts as a top hat solution – a one stop shop for myself and the client side Facilities Management teams to obtain important operational data and performance information. The reactive service Dolphin IT Solutions has provided is excellent. Often there have been complex problems that we have had to work through, that I certainly wouldn’t have been able to achieve on my own. Then there are the time critical issues, and often the developers at Dolphin IT Solutions has set up web conferences on the spot to try and work through problems. Sometimes I have really bombarded them with challenges, and they have always responded promptly and honestly. I don’t believe we’d be where we are today without having Dolphin IT Solutions as a partner.
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