Automated Endowment Fund Reports Result in Quicker, More Streamlined Reporting 

A major Canadian University wanted to automate the process of reporting endowment fund expenditures to faculties. The proceeds of endowment funds are used to support academic scholarships, bursaries, and research projects, and are a major component of large academic institutions and their fundraising efforts. Efficient reporting of these funds, their income, expenditures, and unspent balances allows faculties to support the students, scholars, and projects as intended by the donors, while remaining fiscally responsible and avoiding overspending. The existing highly manual and time-consuming process meant that the fund expenditures and balances were often out of date and funds with infrequent activity could easily be forgotten. Unspent funds were an unfortunate but … Read more

Power BI Data Model Builds Better and More Accurate Reports

A major Canadian University had contacted Imaginet because they needed reports built on top of an existing data warehouse. This is a long-term client of Imaginet’s, and we had previously built a data warehouse for another department within the organization. Much of the work for this project was about defining the semantic data model on top of the data warehouse and then building the reports on it.   Before they had a data warehouse, they had multiple applications that were reporting data separately. Since the implementation of the data warehouse, the client wanted to use Power BI as a standard enterprise reporting portal.   Our Solution  We started with creating views in … Read more