Invesco

Sustainability Reporting BI Portal

Invesco is an investment management firm dedicated to delivering an investment experience that helps people get more out of life; Invesco is an environmentally aware company with a responsibility to report on and monitor consumption of utilities with the aim of meeting defined sustainability targets.

Invesco is an investment management firm dedicated to delivering an investment experience that helps people get more out of life; Invesco is an environmentally aware company with a responsibility to report on and monitor consumption of utilities with the aim of meeting defined sustainability targets.

Invesco needed a business intelligence reporting solution that they could use to upload all their consumption data with a view to collating the information in a data warehouse, for historical, present and future predictive analysis reporting. The client also needed the ability to create sustainability surveys that could be distributed to their facilities managers on a workflow schedule, with the ability to collate this into the data warehouse to drive the reports. From there, a series of interactive reports and dashboards would be used to create the output and be combined into a downloadable report for distribution.

The Solution

To meet the business' requirements, Dolphin IT Solutions designed a BI reporting application developed on SharePoint Server, hosted in the Microsoft Azure Cloud. Cloud hosting meant that access by users who are either internal or external to the company could be easily achieved via a securely authenticated logon.

SQL Server was the obvious choice for the data warehouse backend, with SSIS performing an ETL (nightly data import & data processing) which imported data from external platforms. To achieve advanced reporting solution, SQL Server Reporting Services was used to allow Mace to produce formatted reports with tables in the form of data, graph, images and charts. Analysis Services for multi-dimensional KPI heatmaps and fully interactive data analysis were also used.

The choice for the solution to be hosted on the Cloud meant the project was delivered to the client within 3 months. SharePoint Server was the perfect platform to develop this application with built in features such as business intelligence, search, workflows and security. This meant development time was minimised and licencing costs were absorbed by the company’s existing volume licencing agreements.