From source systems to the boardroom.
Reliable reporting depends on everything upstream of it. We own the full path, from the systems that capture information to the reporting executives rely on.
Data platforms and engineering
Reporting is only as dependable as the pipelines beneath it. We design and build the warehouse or lakehouse, the pipelines that feed it and the models on top, on Azure, Snowflake or Databricks as the situation warrants.
- Warehouse and lakehouse architecture
- Pipelines from finance, CRM, ERP and third party APIs
- Data models built for reporting
- Monitoring that flags failures before they reach a meeting
Analytics and business intelligence
Analytics proves its value when no one asks for the spreadsheet behind it. We design reporting and BI around the decisions it informs, with drill downs and metric definitions the whole leadership team accepts.
- Executive and operational reporting
- Drill downs designed with the people who use them
- Shared metric definitions
- Row level security
Reporting automation
Finance and operations teams still lose days each month assembling reports by hand. We automate collection, reconciliation and distribution, with audit trails and accuracy controls built in.
- Automated data collection and reconciliation
- Audit trails and accuracy controls
- Scheduled distribution
- Analyst capacity returned every month
Data strategy and governance
Analytics and AI pay off only when someone owns the data. We establish ownership, quality standards and access policies that fit the way your organization operates.
- Data strategy and roadmap
- Ownership and stewardship model
- Quality rules and monitoring
- Access and privacy policies
Principles behind every data engagement.
Decisions first.
We begin with the questions leadership needs answered and work back to the data, so every report justifies the cost of maintaining it.
Independent advice.
We hold no commercial stake in Snowflake, Databricks or Microsoft Fabric. Recommendations reflect your data, your team and your budget.
Ownership transfers to you.
Models are documented, maintainers are trained, and we stay close through the first months of live use.
Reporting time cut by 80% at a global investment firm.
For an investment management firm with nearly $200 billion in assets under management, we built the data platform behind its reporting and automated the reporting environment end to end, as part of a multiyear partnership.
See more client work →- Data warehouse and custom APIs
- Market data and custodian feeds integrated
- Audit trails and accuracy controls in place
What we build with.
Platforms and tools in active use across client engagements.
Common questions.
Which data platforms does BroadPoint work with?
BroadPoint designs and builds data warehouses, lakehouses and pipelines on Azure, Snowflake or Databricks, choosing based on your data, team and budget. It holds no commercial stake in any of these platforms.
Does BroadPoint deliver analytics and business intelligence?
Yes. BroadPoint designs analytics and BI reporting around the decisions it informs, in Power BI or the platform you already use, with drill downs, shared metric definitions and row level security, built with the people who will use it.
Can BroadPoint automate manual reporting?
Yes. BroadPoint automates data collection, reconciliation and distribution, with audit trails and accuracy controls built in. For a global investment firm, this cut manual reporting effort by 80%.
How does BroadPoint help with data governance?
BroadPoint sets up data ownership, quality standards and access policies that fit how your organization operates, along with a data strategy and roadmap.
