Improving Financial Visibility with a Real-Time Executive Dashboard

Case Study

Improving Financial Visibility with a
Real-Time Executive Dashboard

The Customer

And Their Challenge

Milestone Group provides advanced software solutions to the funds management industry for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers. 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, Milestone 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, Milestone 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, Milestone required a modern, integrated solution that could provide instant access to key financial metrics while leveraging their existing technology investments.

The Solution

Executive Dashboard Reporting Console

i3solutions designed and implemented a custom Executive Dashboard Reporting Console using Microsoft SharePoint, providing Milestone’s leadership with secure, real-time access to critical financial data. This dynamic portal seamlessly integrates with Milestone’s Deltek accounting system, consolidating key financial reports and profitability insights into a single, user-friendly interface. The dashboard aggregates data from multiple queries, enabling executives to view financial health at a glance and drill down into specific metrics to identify trends or potential risks.

The system features intuitive red, yellow, and green visual indicators, allowing senior management to quickly assess profitability and operational performance. With remote access capabilities, board members and executives can securely review financial reports from anywhere, eliminating the need for manual data pulls or delayed decision-making. By providing a centralized platform for financial analysis, i3solutions empowered Milestone with the agility to address potential issues before they impact profitability, ensuring sustainable growth and financial stability.

Technologies

Used in the Solution

SharePoint enables real-time data sharing, document management, and seamless integration with Microsoft 365 and other enterprise tools.

Microsoft 365 integrates with SharePoint and Deltek Costpoint, enabling seamless data export to Excel for financial analysis, automated reporting with PowerPoint, and enhanced collaboration through Outlook and Teams.

SQL Server stores and manages financial data with enhanced security, improved performance, and real-time analytics capabilities.

.NET powers the back-end functionality, ensuring efficient data processing, integration with APIs, and seamless user experience.

Deltek serves as the core financial system, seamlessly integrating with SharePoint to provide advanced profitability metrics, real-time reporting, and financial insights directly within the executive dashboard for streamlined decision-making.

Measurable Benefits
and Business Impact

By implementing the Executive Dashboard Reporting Console, i3solutions transformed Milestone’s financial reporting process, enabling smarter, faster decision-making while optimizing operational efficiency and cost savings.

Real-Time Remote Access to
Financial Reports

The Executive Dashboard provides senior leadership with instant access to profitability insights from anywhere, eliminating reporting delays.

Faster and More Informed
Decision-Making

Executives can analyze financial trends at a glance and take proactive measures to address potential risks, improving overall business agility.

Seamless Integration with
Existing Systems

By integrating SharePoint and Deltek, Milestone avoided costly software replacements while maximizing their current technology investments.

Scalability to Support
Continued Growth

The system’s architecture ensures that as Milestone expands, leadership can rely on the dashboard for consistent, accurate financial reporting.

Significant Cost
Savings

Instead of investing in a new financial reporting platform, Milestone utilized existing Microsoft tools, reducing software expenditures while gaining a high-impact solution.