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Since 2019, noting the development of Low-Code tools, particularly Power BI, and given the experience we already have with certain clients, we felt that we had to move towards this technology based on a simple argument.
More specifically, we decided to develop our expertise on Power BI for 5 major reasons:
·1 - The speed that these tools provide during reporting periods;
·2 - Security in terms of the quality of the data generated by these tools;
·3 - Ease of access for non-IT users; (low code, TCD logic and Excel formulas);
·4 - Non-dependence on the DSI during the shutdown period, which from experience can pose a major problem during shutdown;
·5 - The budget advantage for our customers;
·And the competitive advantage we enjoy by combining business technicality and Power BI expertise. We avoid all the time-consuming phases of drafting specifications, allowing us to get to the heart of the matter by drastically reducing all workshop phases.
Examples of missions carried out in automation
Implementation of a Solvency II Data warehouse (2022) for production of QRTs
•Functional recipes,
•Reconciliation with regulatory statements (ENS and SII).
Creation of activity report for CDG
•Management control department: Automation of activity dashboards on Power BI.
Creation of Power BI activity reports for tech accounting
•Financial management department.
Automation of BFC controls and reporting by transferring data into Power Pivot + Power BI
Automation of generation:
•Annual accounts reports,
•Management report,
•Narrative Reports (SFCR),
•ENS,
•Activity reporting.
Examples of missions carried out in automation
Automation of IFRS 9/IFRS 17 accounts production via Power Pivot Dataware
•Automation of all controls and edition of anomaly reports on a base extracted from SAP,
•Automation of the generation of IFRS 17 adjustments + deferred taxes,
•Automation of all quarterly reports and notes.
Automatisation des reporting par la mise en place d’un Data Ware
•Analysis of business processes,
•Definition of needs and solutions to be implemented,
•Development of data integration, processing and control chains,
•Production of regulatory reporting French, IFRS, SII,
•Management control assistance.
Creation of Power BI activities report
•Management control department: Automation of activity dashboards on Power BI.
Rex Power BI Automation Implementation
REX 1: Customers appreciate the budget benefits of Power BI
Generally included free of charge with Microsoft licenses for basic use.
If you want to distribute the visuals within the company, you must purchase professional licenses. Capacity license - estimated total cost €5,000
REX 2: the average entry cost for a profession è we note that the average training time is:
3 days to create simple visuals from Power BI,
One week of training to create a Data Model (more fluid Access reflex),
One week to create elaborate visuals with measurements and understand how to configure automatic broadcasts via Power BI Service
REX 3: On the management of missions, clients appreciate our dual skills and autonomy:
Rapid understanding of business needs. Time savings in project management. Significant reduction in general design workshops (often time-consuming in project management).
Writing optimized functional deliverables
The synergy of our skills gives better results to Intervention of business expert associated with data analyst profiles
REX 4: To carry out these automations, the IT environment must have been prepared:
Your computer must be in a 64-bit Microsoft environment and 64-bit Excel licenses. Generally, a simple request for an upgrade to the hardware services is sufficient, but this must be planned for.
REX 5 : In general, when customers see the first applications, they ask to automate other visuals to streamline the closing periods and the communication of indicators.
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