In 2021, Living Water was evaluating its current financial system reporting and business intelligence strategy. During this time, the organization considered exploring the value of additional modules such as the Vena Power BI Connector to their Vena Solution financial planning system. The overall goal was to position the organization to become more agile with the addition of Power BI to make more real-time decisions.
“This time last year, I met with William and several other vendors. We were looking for a vendor that had the expertise to utilize Power BI with best business practices and experience with Vena Solutions and Salesforce. [ProLytics] met those needs and they were a top contender in the Power BI experience and was unsurpassed, and made it a clear choice for us,” says Kevin.
Before the implementation, Living Water was already building its financial reports through the Vena platform. The Living Water FP&A team had limited experience with Power BI as the organization had yet to fully utilize and integrate the BI platform into their Financial Reporting process. The Living Water team was exploring new ways to take their reporting process to the next level with Power BI to build the necessary reports and get the views required on time.