Data & Analytics · Finance
Data Visualization & Executive Reporting
Delivered a portfolio-wide reporting suite giving investment partners a consistent view across all portfolio companies.
12
Portfolio companies covered
-40%
Monthly close time
9 weeks
Duration
The Brief
Private Equity Portfolio Group needed a partner to move quickly on data visualization & executive reporting without compromising on quality or long-term maintainability. CloudGrips ran the engagement end-to-end, from discovery through production support.
What We Built
- Implemented and integrated Tableau as part of the delivered solution.
- Implemented and integrated SQL as part of the delivered solution.
- Implemented and integrated dbt as part of the delivered solution.
Phase-by-Phase
001DISCOVER
Scoping & discovery
Mapped current workflows, stakeholders and constraints to define a phased delivery plan.
002BUILD
Build & iterate
Delivered in short iterations with regular stakeholder demos and course-correction.
003DEPLOY
Deploy & support
Rolled out to production with monitoring in place, followed by a stabilization period.
At a Glance
Sector
Finance
Capability
Data & Analytics
Tech Stack
TableauSQLdbt
Illustrative engagement
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