Private Investment Data Warehouse

We developed a custom data warehouse and reporting solution for a private investment firm in New York. The goal of the project was to provide business users with a centralized and reliable reporting environment based on data synchronized from the firm's CRM system.

The solution combines near real-time CRM data synchronization, audit tracking, and business reporting in a single platform designed to support financial analysis and operational reporting.

Overview

The project consists of two main components.

The first component is a data synchronization solution that connects to the client’s CRM platform, retrieves the latest data, and updates the data warehouse accordingly. The synchronization process runs on a scheduled basis and refreshes records that have been recently modified, keeping the warehouse closely aligned with the source system.

The second component is a reporting layer built on top of the data warehouse. By storing and structuring CRM data in a relational model, the platform enables business users to generate rich and complex reports for analysis and decision-making.

Data Synchronization

We developed a custom integration tool that connects to the client’s CRM system and transfers updated business data into the warehouse.

The synchronization process inserts new records, updates existing ones, and keeps the warehouse continuously aligned with the latest information available in the CRM platform. This provides users with a reporting environment that reflects current business data without relying directly on the operational CRM for every report.

Audit and Data Traceability

To improve reliability and transparency, we also implemented an audit solution that tracks data changes within the warehouse.

This allows the client to monitor how data evolves over time and provides better visibility into updates coming from the CRM source system.

Reporting and Analytics

With the warehouse in place, the client gained a more flexible and scalable reporting environment.

We built reporting capabilities using SQL Server Reporting Services and Power BI, allowing business users to work with structured, centralized data and generate complex operational and analytical reports tailored to their needs.

Technical Challenges

One of the main challenges of the project was transforming CRM data structures into a relational warehouse model suitable for reporting and analysis.

We also had to design Power BI reports that met the client’s business needs while working within the constraints of the existing environment and data model.

Technology

The solution is built using Microsoft technologies including:

• .NET Framework
• C#
• SQL Server Reporting Services
• Power BI