Beacon's finance, risk and operations teams each kept their own spreadsheets — and their Monday meetings were mostly arguments about whose numbers were right. Month-end close dragged on while analysts reconciled by hand.
Beacon Fintech Dashboard
Fintech · Data Analytics · Eleven spreadsheets replaced by one live layer.
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Project Overview
Eleven Spreadsheets, Zero Agreement
ClientBeacon Financial Services
ServicesData analytics, UX design, QA
Timeline10 weeks to first live dashboards
The Challenge
Trust Had to Come First
Nobody adopts a dashboard they don't believe. The warehouse had to prove itself against the old spreadsheets line-by-line before anyone would switch — while compliance watched every field definition.
- Conflicting metric definitions across three departments
- Regulatory fields that had to be traceable to source
- Analysts who feared automation would replace them
Approach & Solution
Prove It, Then Replace It
We ran the new warehouse in parallel for a full close cycle, publishing side-by-side comparisons until every variance was explained. A shared metric dictionary — signed off by all three heads — became the company's single source of truth.
Role-based dashboards followed: executives see the morning brief, analysts keep full drill-down, and compliance gets lineage on every figure.
Project Gallery
Inside the Dashboard
Results & Outcome
Monday Meetings About Decisions Again
Close now finishes in an afternoon instead of a week. The spreadsheet graveyard is retired, analysts spend their time on analysis, and leadership finally argues about strategy instead of arithmetic.