Snowflake Migration Cuts Reporting Time From Days to Minutes for a Financial Services Company
Unified Snowflake Data Warehouse | Power BI Dashboards | Faster Reporting
At a Glance
| Industry | Financial Services |
|---|---|
| Services | Snowflake Data Warehouse Migration, Legacy System Consolidation, Power BI Dashboard Development, Reporting Automation |
| Challenge | Five disconnected legacy systems, each holding a different piece of the picture, and reports that took days to assemble because of it. |
| Solution | Replaced all five systems with one unified Snowflake data warehouse and layered Power BI dashboards on top. |
| Key Result | Cut reporting time from days to minutes. |
About the Client
The client is a financial services company whose reporting depended on pulling data from five separate legacy systems every time a report needed to go out.
The Challenge
The client came to us with a reporting process that started from scratch every time, because no single source held the whole picture. A few underlying issues kept surfacing across the engagement.
- Fragmented Legacy Systems: Five separate platforms each held a different slice of the picture. None of them talked to each other.
- Manual Report Assembly: Building a single report meant pulling numbers from five places by hand and stitching them together before anyone could actually read it.
- Days-Long Turnaround: A report that should have taken an hour took days instead, simply because of how much manual work sat between the raw numbers and the finished output.
- No Self-Service Reporting: There was no dashboard to check — just a person who had to be asked, and then waited on, every time someone needed a number.
Solution We Delivered
We moved the client off five disconnected systems and onto one warehouse that could actually answer a question on its own. Our Snowflake experts worked with the client's IT team to consolidate data, automate reporting, and establish a unified analytics environment.
Snowflake Data Warehouse Migration
Through our Snowflake migration services, Aegis Softtech consolidated data from five legacy systems into a single Snowflake data warehouse, giving reporting one place to pull from instead of five.
Power BI Dashboard Development
We layered Power BI dashboards directly on top, turning what used to be a manual assembly process into something anyone could open and read.
Automated Data Pipelines
Data flows in on its own now. Dashboards stay current without anyone manually refreshing separate sources first.
Self-Service Reporting
Teams pull their own reports directly from the dashboards. Nobody has to ask someone else to assemble the numbers for them.
Migration Support
The Aegis Softtech team worked alongside the client's IT staff through the cutover, making sure historical data carried over accurately as the old systems got retired.
The Results
The client saw the following outcomes:
- Reporting Time:
Dropped from days to minutes, since Power BI dashboards now pull directly from a single Snowflake warehouse. - Manual Assembly Work:
Disappeared almost entirely, as data no longer needs to be pulled and stitched together from five separate systems. - Report Availability:
Teams check dashboards themselves now, instead of waiting on someone else to build a report for them. - Data Consistency:
Numbers match across teams, since everyone now pulls from the same warehouse rather than five different sources. - System Footprint:
Five legacy systems consolidated down to one, cutting the maintenance overhead that came with keeping all five running.
Technology Stack
- Snowflake Data Warehouse
- Power BI
- Automated Data Pipelines
- Legacy System Migration Tools
Is Manual Reporting Still Eating Days Out of Your Week?
Aegis Softtech provides Snowflake consulting services to help financial services teams consolidate legacy platforms, build scalable Snowflake data environments, and connect them with Power BI for faster reporting.
If your reporting still depends on stitching data together from five different places, or you've already got Snowflake running and want more out of it, we can help you get from raw numbers to a finished report a lot faster.
Talk to a Snowflake & Power BI Specialist
*Client identity is confidential. Project details verified through internal delivery records. Reference available on request.*