INSART Financial Analytics, BI and Reporting Accelerator

Replace spreadsheet-heavy reporting and conflicting metrics with a trusted financial or operational intelligence pilot on AWS.

Who this is for This six-week accelerator is designed for finance, operations, data and product leaders in fintech, wealth management, payments and B2B software. It is best suited to organisations that cannot answer important questions quickly because data sits across products, payment providers, CRMs, finance tools or operational systems.

Standard accelerator scope

• Complete a focused BI-readiness diagnostic covering business decisions, data availability, ownership, quality and delivery feasibility
• Define the decisions, users, KPIs, source ownership and refresh expectations
• Connect up to three agreed data sources, subject to access and source complexity
• Create a governed analytics model and automated data pipeline
• Deliver one executive or operational dashboard suite with agreed views and drill-downs
• Implement baseline data-quality checks, access controls and operational monitoring
• Deliver documentation, runbook, backlog and scale roadmap

How AWS is used Amazon S3 provides the data-lake foundation. AWS Glue and AWS Glue Data Catalog support transformation and metadata, with AWS Lake Formation providing governed access where required. Amazon AppFlow, AWS Database Migration Service or AWS Lambda can ingest agreed sources, and Amazon EventBridge can schedule or trigger processing. Amazon Athena provides serverless queries for suitable workloads; Amazon Redshift Serverless can support higher-scale analytics. Amazon Quick Sight provides dashboards, reporting and embedded analytics. AWS Identity and Access Management and AWS Key Management Service protect access and encryption, with Amazon CloudWatch supporting pipeline monitoring. Final service selection depends on source systems, data volumes, latency, residency and reporting requirements.

What happens next The accelerator creates a working financial analytics, BI and reporting foundation. Additional sources, enterprise data models, embedded analytics, AI-assisted insights, data products, self-service access and managed data operations are scoped separately through a customer-specific private offer and statement of work.

AWS service charges incurred in the customer's AWS account are separate from this professional-services engagement and remain the customer's responsibility.