CG TECH

Success story

Retirement Living Operator

Insight was locked inside separate apps that each needed their own licence and manual work.

Microsoft Fabric Aged care
← All success stories
Client
Retirement Living Operator
Industry
Aged care
Technologies
Microsoft Fabric, Power BI
Retirement Living Operator

This client is one of the country’s largest privately owned retirement living operators, running dozens of villages across several Australian states.

The challenge

Their reporting was manual and split across separate apps, each with its own licence.

What we did

We built one Microsoft Fabric platform, modelled the data and set up Power BI, with training to extend it.

We brought their reporting into one Microsoft Fabric platform and set it up to grow.

What this involved

  • Set up their Microsoft 365 tenant for Fabric with the right capacity licensing.
  • Built a Fabric environment with a Lakehouse, notebooks, pipelines and SQL views.
  • Brought data together from Salesforce, Snowflake and on-premises databases.
  • Assigned roles and permissions for key users.
  • Worked with their data engineers, analysts and IT admins to lift in-house skills.
  • Ran training and set up ongoing monitoring and tuning.

The results

What Retirement Living Operator got

One platform, many sources

Salesforce, Snowflake and on-premises data in a single Fabric home.

Clean, reliable data

Modelled once and trusted across every report.

Team trained to build on it

Their own people can extend the platform without waiting on us.

Let’s write yours next

Every story on this page started with one conversation about a problem worth fixing. Bring us yours and let’s see what’s possible.

Book a Discovery Session

More stories like this

Children’s Services Group

Power BI

Building each marketing list by hand was so slow the data was out of date before a campaign went out.

We linked their Power BI data to Mailchimp so the lists now update on their own.

Outcomes

  • Campaign prep cut by 95%
  • From days down to minutes
  • Staff run their own reports
Read the full story

Aged Care Provider

Copilot Studio

Staff used an AI agent to find policies and forms, but answers were slow and inconsistent.

We rebuilt it in Copilot Studio with stronger grounding, clearer prompts and multilingual support.

Outcomes

  • Faster, more consistent answers
  • Grounded in approved content
  • Multilingual access for staff
Read the full story

Building Services Contractor

Microsoft Fabric

The client wanted to try Microsoft Fabric before a wider rollout.

We stood up a pilot with OneLake, daily data pipelines and a curated Power BI report on their key data.

Outcomes

  • Early wins on key datasets
  • A reusable base to grow on
  • Stronger in-house data skills
Read the full story
Scroll to Top