Improving Financial Visibility with a Real-Time Executive Dashboard

The client is a financial software provider. i3solutions designed and implemented a custom Executive Dashboard Reporting Console on Microsoft SharePoint, combining SharePoint development with the systems integration and data management work needed to connect the console to the company’s existing Deltek accounting system. The console consolidates key financial reports and profitability insights into a single interface, uses red, yellow, and green visual indicators so senior management can assess profitability and operational performance at a glance, and gives the Board of Directors and senior leadership secure access to those reports remotely from anywhere. That removed the manual data pulls and reporting delays leadership had been working around, and because the dashboard runs on Microsoft tools the company already owned, the company avoided replacing the financial platform it already had.

The client is a financial software provider serving asset managers, life and pension companies, and other financial services firms. As the company continued to expand, it faced growing challenges in financial reporting and decision-making. Without real-time access to profitability insights, leadership struggled to make data-driven decisions that could support long-term growth and operational efficiency. To maintain their competitive edge, the company needed a modern solution that provided instant visibility into financial performance, enabling executives to monitor key metrics, identify trends, and respond proactively to potential risks.

Despite having a robust Deltek accounting system, the company lacked a seamless way for its Board of Directors and senior leadership to access real-time financial reports remotely. The absence of an efficient reporting infrastructure made it difficult for decision-makers to monitor profitability and operational performance without delays. To maintain their competitive edge, the company required a modern, integrated solution that could provide instant access to key financial metrics while leveraging their existing technology investments.

Did the company have to replace its accounting system?

No. Deltek remains the core financial system, and the Executive Dashboard Reporting Console integrates with it. By integrating SharePoint and Deltek, the company kept Deltek and avoided a costly platform replacement.

How do executives access the reports?

Through the SharePoint console. Board members and executives can securely review financial reports from anywhere, which eliminates the manual data pulls and delayed decision-making that came before the dashboard.

How does the dashboard flag problems?

It uses red, yellow, and green status indicators, so senior management can quickly assess profitability and operational performance and then drill down into specific metrics to identify trends or potential risks.

What Microsoft tools does the solution use?

Microsoft SharePoint hosts the console and handles real-time data sharing and document management. Microsoft 365 supports data export to Excel for financial analysis, automated reporting with PowerPoint, and collaboration through Outlook and Teams. SQL Server stores and manages the financial data, and .NET powers the back-end functionality and API integration. The console integrates with Deltek Costpoint as the core financial system.

If your leadership team is waiting on manual report pulls from an accounting system that already holds the numbers, the gap is usually in the reporting layer, not the financial platform. A first conversation covers where your financial data lives today and what it would take to surface it in a dashboard built on the Microsoft tools you already own. You get a specific read on the integration work involved, not a sales deck. Start the conversation