Breaking Down Data Silos Across Departments
A mid-sized finance and loan management company approached PartyCloud IT with a challenge — their data was scattered across Excel files, CRM exports, and accounting software, making it nearly impossible to generate timely financial insights.
Loan officers relied on manual spreadsheets to track disbursements and repayments, leading to delays, errors, and duplicated reporting efforts.
We began by building a centralised data warehouse in Azure SQL, integrating data from their CRM, payment gateway, and loan processing systems through automated ETL pipelines.
This created a single source of truth, allowing the company to track loan performance, customer risk profiles, and repayment trends in real time.
“We no longer wait for end-of-month reports. Now we can spot trends instantly and take action the same day.”
Turning Data into Decisions with Power BI
Once the data foundation was established, we developed interactive Power BI dashboards for management, risk, and finance teams.
These dashboards visualised loan distribution by geography, portfolio health, and overdue ratios — all updated daily through Power Automate.
The new system reduced reporting time from three days to 30 minutes and improved accuracy in risk forecasting by 40%, empowering leadership to make proactive lending decisions backed by data.
