Case study
Reporting that took weeks, now on demand
Delivered by our Founder inside a large enterprise, before Pharos Lumen
A finance team waited one to three weeks for data from partner teams before every stress-test cycle. Connecting straight to the systems of record removed the wait entirely and cut the reporting cycle by 60%.
The problem
- Every cycle started with a manual data collection that took one to three weeks, because the numbers had to be requested from business partners and handed back.
- Reporting leaned on a third-party data dependency the team did not control.
- Data came from more than ten sources: economic variables, reporting cubes, market data feeds and asset repositories.
What was done
- Mapped where the time actually went. The bottleneck was the handoff, not the analysis.
- Connected directly to the systems of record, so the data could be pulled on demand.
- Built one automated pipeline from the ten-plus sources into a central database, with validation, audit logging and error handling at every stage.
- Replaced the third-party dependency with automated reporting the team owns.
- Ran user acceptance testing against transaction-level accuracy and regulatory rules.
The result
- The one-to-three-week manual collection cycle: eliminated.
- Reporting cycle time: 60% shorter.
- User acceptance testing: 100% pass rate.
What it shows
The slowest part of a process is often a handoff nobody owns. Find it, put a number on it, and the fix is frequently a connection, not a new system.
Keep reading
Related case: 200 hours a year back for a nine-figure expense portfolio
Guide: what inefficient processes cost, with the math