Data EngineeringFinancial Services & Fintech

QlikView to Power BI Migration for Financial Services

A mid-size financial services firm had 180+ QlikView reports and dashboards built over 8 years that were becoming costly to maintain and scale. The vendor support contract was up for renewal at an unfavorable rate, and the BI team lacked QlikView specialists.

Client

Confidential, Financial Services Client

Industry

Financial Services & Fintech

Team Lead

Priya Sharma

Date

Q1 2023

Business Challenge

Solution & Approach

Phronex™ conducted a full BI estate audit, rationalized the 180 reports to 47 high-value dashboards, migrated the data model to Azure Synapse, and rebuilt the critical reports in Power BI with enhanced interactivity and row-level security. Legacy scripts were converted to dbt models.

Capabilities Delivered

BI estate audit and report rationalization
QlikView data model migration to Azure Synapse
dbt transformation layer implementation
Power BI report development with DAX optimization
Row-level security configuration and UAT

Business Outcomes

The firm eliminated ₹1.8Cr in annual QlikView licensing and reduced the BI report portfolio by 74% (180 to 47), while improving dashboard load times by 65%. The migration completed 2 weeks ahead of the contract renewal deadline.

₹1.8Cr

Annual licensing savings

74%

Report portfolio rationalized

65%

Faster dashboard load times

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22→8 days

Month-end close reduction

₹4.2Cr

Unbilled revenue recovered

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