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Case study

Transforming Education Technology Insights with a Data-driven Reporting System5.0 rating5 Stars Rated On Clutch

Transforming Education Technology Insights with a Data-driven Reporting System

Industry

Education & EdTech

Services Used

Business Intelligence (BI), Data Analytics, Data Warehousing, Digital Transformation, ETL, Power BI, Recommendations and Insights

Region

Europe

Engagement Model

Staff/Resource Augmentation

Function/Department

Financial Planning and Analysis (FP&A), Strategy and Planning

About Client

  • A UK-based delivery center founded in 1973 in Oxford, specializing in education technology.
  • Since 2005, the company has offered IT support, cloud services, and software solutions to thousands of schools in the United Kingdom, allowing teachers to focus on their primary goals.
  • Their digital assessment solutions serve over 39+ organizations in 150+ countries, improving efficiency and security, with a team of more than 1800 employees.

Problem STATEMENT

The company recently migrated to a database-driven reporting system in which they faced significant challenges in achieving all-around visibility into its key business functions. Some of the issues identified in the process: 

  • The client faced difficulties in delivering reliable IT support services across a large number of schools in the UK, impacting operational efficiency.
  • They struggled with providing secure, scalable digital assessment solutions that could meet the needs of diverse educational organizations globally.
  • The company was in dire need of advanced cloud technologies and software solutions to enhance system performance, security, and support for teaching staff.

Solution

In response to the client’s challenges, our team implemented these solutions that addressed their unique needs:

Database-Driven Reporting System

Our experts migrated the client’s reporting infrastructure to a centralized database-driven system, ensuring more accurate, real-time data analysis across departments.

Custom Power BI Dashboards

Our team developed custom Power BI dashboards, focusing on key business areas such as finance, operations, sales, and invoicing, to provide real-time, actionable insights.

Legacy Report Migration

We seamlessly transitioned the client’s old reports into Power BI, maintaining historical data integrity while ensuring compatibility with the new reporting system.

Stakeholder Visibility

To improve engagement, we created dashboards specifically for stakeholders, offering clear, transparent performance insights and enabling them to provide timely feedback.

Automated Dataflows

Our experts established automated ETL processes that streamlined the data extraction and transformation, minimizing manual intervention and ensuring up-to-date, reliable data.

User Training

We conducted comprehensive training sessions to help end-users adopt Power BI and leverage its full capabilities for independent analysis and ongoing reporting needs.

Technical Architecture

  • Integrated data from multiple sources, including Excel, SQL databases, and SharePoint, into a centralized system.
  • Built automated dataflows to standardize data extraction and transformation processes.
  • Stored transformed data in a Data Lake, ensuring scalability and centralized storage.
  • Created custom Power Query models to refine data for Power BI dashboards.
  • Deployed interactive dashboards in Power BI Service, offering real-time insights and detailed reporting.

Business Impact

Enhanced Insights

The new system improved visibility into key areas, reducing decision-making time from 5-6 days to just 2 business days, improving decision timeliness by 30%.

Time Savings

Power BI reduced monthly financial report preparation from 3 days to 1 day, allowing teams to respond faster to business needs.

Stakeholder Engagement

Dashboards increased stakeholder participation by 40%, with actionable feedback provided within 24 hours.

Improved Data Accuracy

Centralized dataflows reduced reporting errors by 25%, ensuring more reliable financial data.

Streamlined Reporting

Automated reporting cut manual effort by 50%, saving about 2 hours per week for higher-value tasks.

User Adoption

85% of end-users independently used Power BI post-training, up from 50% with the previous system.

All in all, moving to Power BI and a database-driven reporting system improved business visibility, sped up decision-making, and boosted stakeholder engagement. Automation saved time, reduced errors, and allowed the team to focus on more important tasks. With greater user adoption, the client is now ready for continued growth.

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Frequently Asked Questions(FAQs)

How do I know if a solution like this is right for my business?

A solution like this is a good fit if your teams spend more time collecting and reconciling data than acting on it, if reports from different departments do not match, or if decisions depend on delayed or manual reporting. It also fits when your data is growing in volume or sources, and your current setup struggles to keep up.

DataToBiz starts with a discovery call to review your goals, data sources, and reporting gaps. You get a clear view of the expected outcomes, effort, and timeline before any commitment.

Can DataToBiz customize the solution for my industry and current data setup?

Yes. Every solution DataToBiz delivers is configured around your industry, business processes, and existing data environment. The team assesses your current systems, data quality, and reporting needs first, then designs a solution that works with what you already have instead of replacing it. This applies across industries such as manufacturing, retail, healthcare, finance, and logistics, and across setups ranging from legacy databases to cloud data platforms.

Which tools, platforms, and data sources does DataToBiz work with?

DataToBiz works across the major analytics, cloud, and data engineering stacks. For BI and visualization, this includes Power BI, Tableau, and Looker. For cloud platforms, it includes Microsoft Azure, AWS, and Google Cloud. For data warehousing and processing, it includes Snowflake, Databricks, and SQL-based databases. Data sources include ERP and CRM systems, spreadsheets, APIs, IoT and sensor data, and third-party applications.

If your stack includes a tool not listed here, the team can assess compatibility during discovery.

How long does a project like this take with DataToBiz?

Most projects with DataToBiz take from a few weeks to a few months. The timeline depends on how ready your data infrastructure is for the initiative and how many systems need to connect. Smaller solutions go live quickly, while larger programs roll out in phases so you see value early. After an initial discovery call, you receive a timeline with clear milestones.

How does DataToBiz keep my data secure and compliant during the entire engagement?

Security and governance is part of the plan from the first conversation. DataToBiz works within your security policies and follows the regulations that apply to your industry. The project usually Access stays limited to the people who need it, and confidentiality terms cover the engagement from kickoff to handover.

What support and results can I expect after the solution goes live?

The work does not stop at go-live. Your team gets a proper handover and guidance on using the solution, and DataToBiz stays available for questions and improvements. The business impact of the project is measured against the goals set at the start, so you can see exactly what changed for your company.

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