Client faced fragmented data systems, manual processes, and inconsistent dashboards, which slowed decision-making and increased operational costs.
Siloed Analytics:
Data scattered across HubSpot, SharePoint, QuickBooks, and internal tools.
Manual Processes:
Teams spent hours downloading, cleaning, and reconciling data.
Inconsistent Dashboards
Refresh failures and errors delayed insights and impacted decisions.
The Solution
OptiaHQ deployed a centralized Microsoft Fabric Lakehouse, transforming Client's analytics into a single source of truth:
Centralized Lakehouse Storage:
Unified all data sources into a single, reliable platform for analytics.
Automated ETL Pipelines: Integrated HubSpot, SharePoint, QuickBooks, and internal systems, with incremental loading for speed and efficiency.
Error-Free Dashboards:
Repointed dashboards and eliminated refresh failures, ensuring real-time insights.
Governance & Security:
Established strict access control and data quality standards for reliable reporting.
Scalable & Future-Ready:
Prepared the data architecture for AI-driven insights and Microsoft Copilot integration.
Business Transformation
Real-Time Insights:
Dashboards now refresh automatically, providing instant visibility across departments.
Operational Efficiency:
Eliminated manual downloads, reconciliations, and redundant reporting.
Consistent & Reliable Data:
Teams operate from the same single source of truth, improving collaboration.
Accelerated Decision-Making:
Leadership can act quickly on accurate, up-to-date information.
The Outcome
Achieved real-time business intelligence for management and executives.
Reduced dashboard refresh errors to near zero.
Centralized analytics in the Fabric Lakehouse, consolidating all departmental data.
Accelerated decision-making and reporting speed by 50%+.
