S E C T O R

Q�Financial Services

T E C H N O L O G Y

Q�Microsoft SQL Server 2012

Q�Microsoft Office Sharepoint Server 2013

Q�SQL Server Integration Services

Q�Theta ETL Framework

Q�SQL Server Reporting Services

Q�Power View

Q�BI Semantic Model

Q�PerformancePoint Services

B E N E F I T S

Q�Self-service access to business information

Q�Reduced manual reporting for efficiency and increased data confidence

Q�Consistent and accurate results to support real-time decision making

Craigs Investment Partners, one of New Zealand’s largest investment advisory and

management firms, offers personalised investment solutions to private, corporate

and institutional clients.

Information is the company’s lifeblood, but it was fast outgrowing existing systems

and resources for managing and using that information. Data from disparate

sources – such as proprietory databases of trading data, asset management and

client information, as well as financial systems and information buried in excel

spreadsheets – had to be handled using time consuming manual processes.

Data warehouse, self-service reporting and intuitive dashboards for easy access to critical customer and investment information.

case study

Microsoft BI unlocks data solution overview

C L I E N T

Craigs worked with BI specialists Theta to develop and implement a business

intelligence strategy and roadmap to centralise the data, ensure data integrity and

automate manual data processes. The Microsoft BI suite, with its familiar interfaces

and powerful reporting tools, enabled self-service access to business information.

Data was consolidated in a Microsoft SQL Server 2012 data warehouse – the

foundation for a flexible, scalable, robust BI platform that provides a single source

of the truth.

The BI Semantic Model with Power View allows users to visualize and interrogate that

data, and tight SharePoint integration makes collaboration and information sharing

easy. Role level security via Active Directory manages access privileges, right down

to transaction level. And a user-friendly dashboard brings the data to life, on desktops

across the business, every day.

Users can now see key business information, such as customer holdings and growth,

at a glance. With intuitive and user-friendly Power View they can create their own

charts and reports, and visualise the data to make it easy to understand. Users can

also can drill down, slice and dice this data by multiple dimensions, and run ad hoc

reports to answer particular queries or investigate issues.

Once the first phase of this roadmap was successfully delivered, additional reports

were commissioned almost immediately. When advisers saw how easily they could

access, report on and use information that was previously buried, they wanted more!

IT consultancy Theta has been helping New Zealand organisations get the most out of their data for 18 years. We have

one of New Zealand’s largest and most experienced data warehouse and BI practices, are a Microsoft Gold Certified BI and

Data Platform Partner, and have a Microsoft MVP in the practice.

business intelligence expertise

Our advisers now have

immediate self-service

access to information about

assets and holdings.

No waiting for someone to run

a report, no manual intervention

needed. The BI dashboard

provides a snapshot of business

activity at a glance, and across

the business we’re empowered

to make better, more

strategic, decisions.

”

“

Stuart Prendergast,

Head of IT, Craigs Investment Partners

User-friendly dashboard brings data to life

WELLINGTON: enquiries@theta.co.nz www.theta.co.nz

This QR code goes to: http://www.theta.co.nz/bi