Book your free Discovery session

Home
Services
Solutions
Industries
  • BANKING
  • FIDUCIARY
  • INVESTMENTS
Client Wins
Case Studies
Insights
  • NEWS
  • BLOG
  • DOWNLOADS
Home
Services
Solutions
Industries
  • BANKING
  • FIDUCIARY
  • INVESTMENTS
Client Wins
Case Studies
Insights
  • NEWS
  • BLOG
  • DOWNLOADS
More
  • Home
  • Services
  • Solutions
  • Industries
    • BANKING
    • FIDUCIARY
    • INVESTMENTS
  • Client Wins
  • Case Studies
  • Insights
    • NEWS
    • BLOG
    • DOWNLOADS

  • Home
  • Services
  • Solutions
  • Industries
    • BANKING
    • FIDUCIARY
    • INVESTMENTS
  • Client Wins
  • Case Studies
  • Insights
    • NEWS
    • BLOG
    • DOWNLOADS

How to implement a consolidated business reporting platform

Book a Consultation

CASE STUDY: Streamlining Multi-Company Reporting

The Challenge

A client operating multiple companies across different regions needed to consolidate financial and regulatory data efficiently. 


While Business Central (Microsoft Dynamics NAV) provided strong reporting features, it was designed to work per entity, making multi-company reporting complex and manual. 

Our Solution

We built a centralised data hub using Microsoft SQL Server, integrating data from all entities into a single source of truth. Each data object—clients, ledgers, compliance records—was assigned a unique company ID, ensuring seamless multi-entity analysis. 


To capture additional data, we leveraged APIs for real-time synchronisation every 15 minutes, without disrupting existing systems.


To ensure data security and compliance, we implemented:


🔒 Row-level security using Business Central’s user and company permissions, ensuring users only access data they’re authorised to see.


🔒 GDPR-compliant policies, including encryption and retention policies to protect sensitive data.


🔒 Data erasure monitoring to verify that GDPR retention policies were properly applied and configured.


For regulatory reporting, we introduced daily data trending, enabling the client to access historical data snapshots—such as year-end positions—at any point in time. This eliminates the challenge of reconstructing past financial positions, ensuring compliance with local regulations.


We also introduced proactive alerting and monitoring for key events, such as FX rate consumption and MT950 transactions. Now, if an issue arises, business users are immediately notified, ensuring quick resolution and uninterrupted operations.

The Impact

✅ Near real-time reporting in Power BI & Excel
✅ Eliminated manual data merging, reducing stress & errors
✅ Stronger security with automated access control
✅ Proactive issue detection for smoother operations
✅ Automated GDPR compliance with data erasure monitoring
✅ Effortless regulatory reporting with historical data tracking
✅ Faster decision-making with accurate, up-to-date insights


Now, reporting is effortless—no more last-minute heroics, just accurate data when it’s needed most.

Why Choose DDS?

At DDS, we turn complex multi-entity reporting into a seamless, automated process. Here’s why businesses trust us:


✅ Unified Data Hub – Consolidate financial and regulatory data across entities for accurate, real-time insights.


✅ Effortless Reporting – Near real-time Power BI & Excel reports without manual data merging.


✅ Enterprise-Grade Security – Row-level security, GDPR compliance, and automated data erasure monitoring.


✅ Automated Compliance – Historical data tracking ensures effortless regulatory reporting.


✅ Proactive Monitoring – Real-time alerts for quick issue resolution and uninterrupted operations.


✅ Scalable & Future-Proof – Built on Microsoft SQL Server to grow with your business.


With DDS, you get accurate, secure, and up-to-date data—effortlessly.


Data Compliance | Microsoft Dynamics Nav | Consolidated Business Reporting

Get In touch Today

© 2025 Data-Driven Solutions | ABN: 41 650 380 993 | Privacy Policy | Contact

Powered by GoDaddy

  • Home
  • Services
  • Solutions
  • Client Wins
  • Case Studies
  • About
  • PARTNERS

This website uses cookies.

We use cookies to analyse website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept