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Real-Time Interactive Reporting with Power BI for a Leading UK-Based Recruitment Agency

CASE STUDY:

Real-Time Interactive Reporting with Power BI for a Leading UK-Based Recruitment Agency

A UK-based multi-sector recruitment agency was utilising Access Finance and traditional MS Excel for financial operations, facing significant reporting inefficiencies. Transitioning to a dynamic Power BI dashboard not only streamlined processes but also reinforced the client’s ability to manage and utilise data effectively in a competitive, fast-paced environment.

Key Challenges

  • Inefficiencies in Excel Use: Reliance on conventional Excel was inefficient; it required significant manual effort, was error-prone, and consumed considerable resources.
  • Challenges in Real-time Reporting: Reporting was not real-time, resulting in time-consuming processes and frequent manual adjustments.

How QX Helped?

  • Dynamic Dashboard Implementation: Implemented a dynamic Power BI dashboard, automating over 15 detailed reports on cash collection and debtor positions.
  • Live Data Integration: Established a direct live data connection with the Access Finance tool, enabling real-time interactive reporting and eliminating the need for manual adjustments.

Benefits Delivered

  • Automation reduced manual interventions by 100%, virtually eliminating errors and enhancing report accuracy.
  • Automated reporting processes freed up over 16 hours per month, boosting productivity by 11%.
  • Customised insights enhanced decision-making efficiency by ensuring that all stakeholders received relevant data.
  • Real-time data integration improved operational response times by 15%, enhancing overall agility.
  • Enabled data-driven decision-making, supporting key strategic and operational goals.