Limited visibility into finance and billing across all accounts
A global communications consultancy was operating with restricted financial reporting from its existing billing system. Leadership lacked the granular, real-time insight needed to manage a growing portfolio of client projects with confidence.
The business needed a more detailed reporting solution — one that could surface resource allocation, burndown data, billing history, and expense reporting in a single place, accessible from any device or location.
"The goal was clear: give the leadership team and finance department a complete, real-time view of project and financial capacity — without building something from scratch."
Understand first. Then build on what already exists.
Cordapse worked closely with the MD and finance department across two structured workshops to clarify the business problem, identify data sources, and define the reporting outputs required. The approach was deliberate — no assumptions, no over-engineering.
Building on Microsoft 365 — tools already in use
Because the client already operated within Microsoft Cloud, Cordapse was able to build a solution using out-of-the-box functionality — keeping costs low and minimising business disruption throughout delivery.
- Created structured SharePoint lists to capture the financial and project data required for reporting.
- Designed data entry forms to match existing workflows, reducing friction and ensuring consistent input across the team.
- Configured access controls to keep sensitive financial data secure within the existing Microsoft 365 environment.
- Connected Power BI directly to SharePoint lists for live, real-time data refresh across all reports.
- Built dedicated dashboards for resource allocation, project burndown, billing history, and expense tracking.
- Designed reports for clarity and usability — accessible from any device, including mobile, without additional configuration.
- Delivered the solution with minimal disruption — leveraging existing Microsoft licensing so no new tools or vendors were required.
- Provided guidance to the MD and finance team to ensure confident, independent use of the dashboards from day one.
- Designed the system to be easily extended as the business grows, without requiring costly rebuilds.
