CG TECH

Success story

Pharmaceutical Company

Slow reports and scattered sources meant teams argued over which numbers were right.

Power BI Health care
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Client
Pharmaceutical Company
Industry
Health care
Technologies
Power BI, Microsoft Excel
Pharmaceutical Company

This client is a global pharmaceutical company that develops, manufactures and supplies prescription and over-the-counter medicines, with a strong presence in Australia and New Zealand.

The challenge

The client’s Power BI reports needed more speed, clearer visuals and a shared home so teams could work from the same numbers.

What we did

We rebuilt the reports in a shared workspace, tuned them for speed and redesigned the visuals for both leaders and analysts.

Slow reports and scattered sources meant teams argued over which numbers were right. We rebuilt the reporting and moved the data somewhere shared.

Why it mattered

Reports need to serve two audiences at once: executives who want the position at a glance, and analysts who need to drill into why. The existing dashboards did neither well, and with data sources sitting outside a shared environment, collaboration was awkward and security was harder than it needed to be.

What we did

  • Reviewed the dashboards properly. A full review with recommendations rather than surface fixes.
  • Moved reports to a shared environment. Excel sources reconnected so the data lives somewhere the team can work on together.
  • Tuned the performance. Data connections, dataset structure, measures and relationships all optimised.
  • Rebuilt the visuals. Clear and readable for executive review, with the detail still reachable underneath.
  • Refined after testing. Post-UAT changes based on what stakeholders actually said.
  • Left a roadmap. Further visual enhancements and drill-throughs mapped out for the next phase.

The difference it made

  • Faster reports that people are willing to open.
  • One shared environment, so collaboration and security both improve.
  • Visuals that support a decision rather than requiring interpretation.
  • Better insight through normalised scoring and drill-throughs.

The results

What Pharmaceutical Company got

Faster, easier-to-read dashboards

Tuned connections, measures and visuals across every report

One shared source for reporting

Reports and Excel sources moved to a shared, governed workspace

Clearer insight for decisions

A roadmap for drill-throughs and consistent scoring

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