Data Delivery Platform

for a Leading Investment Fund




Power BI

Azure Synapse Analytics

Case Study Overview

Partnering with Integriti, a Canadian based major investment fund embarked on a digital transformation journey by building a data delivery platform in 20 percent of the typical time using Microsoft Azure's cloud capabilities.
The project involved migrating critical applications and data to the Azure platform, adopting advanced analytics, and implementing machine learning models to gain deeper insights into market trends. 

Company Profile

A leading investment fund required a unified solution to integrate insights from multiple applications. Integriti’s team helped them develop an integrated cloud data and analytics solution with Microsoft Azure and Microsoft Power BI.

This initiative was aimed at implementing a finance data strategy and reducing manual analysis. The solution now serves as a blueprint for scaling across the enterprise, aiding a finance transformation towards data-driven decision-making at all organizational levels. 

The Need for a Broader Enterprise Data Delivery Platform 

A major investment fund, managing billions in assets, faced a significant challenge with legacy systems: inefficient processes and outdated technology.  
Their reliance on multiple applications hindered their ability to gain real-time insights into their financial performance. This data siloing led to: 

  • Limited Visibility: Scattered data across various apps made it difficult to obtain a comprehensive view of the organization's financial health. 

  • Manual Processes: Extracting insights required time-consuming manual analysis, delaying critical decision-making

  • Lack of Scalability: Their existing data infrastructure couldn't accommodate their growing business needs and future data analysis demands. 


Delivering Multifaceted Solutions for Finance 

The investment fund partnered with Integriti to develop a custom solution that addressed their specific needs. Integriti's team of experienced data engineers leveraged cutting-edge technologies to create a platform that: 

  • Integrated seamlessly with existing systems: The new platform seamlessly integrated with their existing infrastructure, eliminating the need for manual data entry and ensuring data accuracy. 

  • Automated key workflows: Repetitive tasks were automated, freeing up valuable time for investment professionals to focus on analysis and portfolio management. 

  • Facilitated collaboration: The platform provided a central hub for teams to share information, documents, and insights, fostering improved communication and collaboration. 


By partnering with Integriti, the investment fund achieved significant improvements: 

  • Increased Efficiency:  
    Automated workflows dramatically reduced manual tasks, leading to a 25% increase in operational efficiency. 

  • Improved Data Accuracy:  
    Centralized data management eliminated data silos and ensured consistent, reliable information for informed decision-making. 

  • Enhanced Collaboration:  
    The platform facilitated better communication and collaboration between teams, leading to improved investment strategies and faster decision-making. 

  • Reduced Costs:  
    Automation and streamlined processes resulted in cost savings through reduced labor hours and improved resource allocation. 


This case study demonstrates the impact of Integriti's custom software development solutions. By partnering with Integriti, the investment fund was able to: 

Overcame technology challenges

Improved operational efficiency

Gained a competitive edge in the market

USPs in Action

Integriti’s Unique Strengths

Competitive pricing
Dedicated team

Played a pivotal role in the project’s success


Improved Dashboard

With the help of Integriti's team, our dashboard improved visibility and uncovered new opportunities for cost savings.

Vice President of Procurement Services

Real-Time Visibility

Our new Finance Data Platform provides near-real-time visibility to our business units, transforming data into actionable insights for our employees.

Manager Finance and Data Analytics

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