Automated Financial Reporting System
Project overview
Engineered automated financial data extraction and reporting pipelines with Power BI interactive executive dashboards.
Client information
Platinum Eagle is a financial management firm providing asset tracking, automated auditing, and wealth reporting for enterprise clients.
Business challenge
To manage complex cases, our customer uses special technology solutions. Portfolio management is handled through modern, data-driven tools, and when cases go to litigation, these tools help Platinum Eagle make the whole process faster, more transparent, and harder for assessors to ignore.
Financial data consolidation required manual spreadsheet manipulation across legacy banking databases, taking days for monthly closes.
The second challenge involves an increase in operational risk. With no clear visibility into problem areas, every investment decision was made amid significant uncertainty.
The final challenge was to define a clear roadmap for modernization across all layers (infrastructure, frontend, backend, and database) to guide future improvements.
Technical challenge
One of the main technical challenges was assessing a complex multi-layer system without causing disruption, while also prioritizing findings across architectural, operational, and organizational vulnerabilities. Additionally, it was essential to present findings in an actionable format, rather than simply cataloging historical changes.
Solution delivered
Aridian Technologies conducted a comprehensive engineering & development program to address all challenge areas. We implemented an automated SQL Server and Azure Data Factory pipeline feeding Power BI dashboards for instant financial metric reporting. Each finding was evaluated for severity and complexity, accompanied by actionable recommendations, and mapped into a phased modernization roadmap. This approach provided Platinum Eagle with a solid foundation for a structured, evidence-based remediation program.
Key deliverables
Team processes and project management review
- >Definition of team structure, roles, and responsibilities
- >Description of current processes and project management practices
- >Recommendations for improvement
Back end and database architecture review
- >Monthly financial close time cut by 75%
- >Automated error checking and data validation
- >Interactive executive dashboards with drill-down views
- >Secure cloud storage with role-based access control
Front end review
- >Project structure assessment and recommendations for refactoring
- >UI/UX improvement recommendations
- >High-level security review and recommendations for improvement
Infrastructure review
- >Infrastructure patterns review and recommendations for improvement
- >Cloud resource utilization, security compliance, and cost optimization audit
- >Disaster recovery, backup protocols, and high-availability configuration review
Value delivered
Actionable modernization roadmap
Developed a clear, phased plan for system improvements, enabling the client to address technical debt and scale efficiently.
Risk reduction
Provided visibility into critical vulnerabilities, empowering the client to proactively manage operational and security risks.
Improved decision-making
Equipped stakeholders with evidence-based insights to support informed investment and resource allocation decisions.
Enhanced operational resilience
Ensured recommendations were sequenced to avoid production disruptions, resulting in a more robust and dependable platform.
Our tech stack
Automated Financial Reporting System
Project overview
Engineered automated financial data extraction and reporting pipelines with Power BI interactive executive dashboards.
Client information
Platinum Eagle is a financial management firm providing asset tracking, automated auditing, and wealth reporting for enterprise clients.
Business challenge
Financial data consolidation required manual spreadsheet manipulation across legacy banking databases, taking days for monthly closes.
Technical challenge
One of the main technical challenges was assessing a complex multi-layer system without causing disruption, while also prioritizing findings across architectural, operational, and organizational vulnerabilities.
Solution delivered
Aridian Technologies conducted a comprehensive engineering & development program to address all challenge areas. We implemented an automated SQL Server and Azure Data Factory pipeline feeding Power BI dashboards for instant financial metric reporting. Each finding was evaluated for severity and complexity, accompanied by actionable recommendations, and mapped into a phased modernization roadmap.
Key deliverables
Team processes and project management review
- >Definition of team structure, roles, and responsibilities
- >Description of current processes and project management practices
- >Recommendations for improvement
Back end and database architecture review
- >Monthly financial close time cut by 75%
- >Automated error checking and data validation
- >Interactive executive dashboards with drill-down views
- >Secure cloud storage with role-based access control
Front end review
- >Project structure assessment and recommendations for refactoring
- >UI/UX improvement recommendations
- >High-level security review and recommendations for improvement
Infrastructure review
- >Infrastructure patterns review and recommendations for improvement
- >Cloud resource utilization, security compliance, and cost optimization audit
- >Disaster recovery, backup protocols, and high-availability configuration review
Value delivered
Actionable modernization roadmap
Developed a clear, phased plan for system improvements, enabling the client to address technical debt and scale efficiently.
Risk reduction
Provided visibility into critical vulnerabilities, empowering the client to proactively manage operational and security risks.
Improved decision-making
Equipped stakeholders with evidence-based insights to support informed investment and resource allocation decisions.
Enhanced operational resilience
Ensured recommendations were sequenced to avoid production disruptions, resulting in a more robust and dependable platform.
Our tech stack
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