Empowering Enterprise-Wide Reporting through Power BI Migration and Centralized Portal

As part of a larger cloud modernization initiative, a leading retail and restaurant chain partnered with iLink Digital to transition from Tableau to Power BI. They sought to create a unified reporting ecosystem that fosters self-service analytics, enables scalable governance, and enhances data-driven decision-making across functions.

Industry

Restaurant

Company Size

10K+ Employees

Headquarters

California, U.S.A.

Client Overview

The client is a prominent North American retail and restaurant enterprise, known for its expansive operations and a growing need for real-time, data-driven insights. With a diverse user base, including business leaders, finance teams, supply chain managers, data scientists, and field operators, scalable and modern BI capabilities became essential to meet evolving analytics demands.

Challenges

Tool Fragmentation: Tableau reports existed in silos, making it difficult to consolidate insights and scale reporting access across departments.
High Maintenance Overhead: Managing and maintaining over 120 individual reports led to inefficiencies and increased workload for IT teams.
Limited Self-Service Capabilities: Users relied heavily on IT for reporting needs, hindering the adoption of a self-service BI culture.
Lack of a Unified Access Point: Stakeholders lacked a centralized portal to access insights from different BI platforms, affecting usability and governance.
Offline Access for Mobile Teams: Leadership teams required timely report access while on the move, without compromising data security.

Power BI Migration & Modernization

Redesigned and migrated 120+ Tableau reports to Power BI, leveraging advanced features such as Row-Level Security, semantic modeling, and interactive dashboards.

Consolidated reporting structure to reduce redundancy and ensure report relevance across user roles and departments.

Centralized Reporting Portal

Deployed iLink’s custom portal accelerator, integrating Power BI, Tableau, and SSRS reports into a single, user-friendly platform.

Enabled streamlined administration, simplified access management, and improved user experience.

Scalable Governance & Enablement

Implemented Power BI Premium with a strong governance and strategy framework to ensure secure and compliant usage.

Delivered end-user training and established a Community of Practice (CoP) to drive adoption, promote best practices, and support a thriving data culture.

Automated Report Distribution

- Built a Power Automate-based solution to deliver 400+ tailored versions of key reports via email to hundreds of leaders across the organization.
- Ensured timely offline access to critical insights for mobile and field executives.

Business Outcome

Drastic Reduction in Quote Generation Time

What once took hours now happens in minutes—boosting sales productivity and responsiveness.

Accelerated Go-to-Market

New product rollouts and pricing changes are now deployed swiftly through centralized configurations.

Improved Operational Alignment

Sales, finance, and billing teams now operate on a synchronized platform, enabling accurate forecasting and faster revenue recognition.

Scalable Sales Infrastructure

The solution supports the client’s global expansion strategy, delivering consistent experiences across regions and teams.

Enhanced Accuracy and Governance

Automated approvals and integrated document management ensure every quote complies with internal policies and external requirements.

Conclusion

Through a deep partnership with iLink Digital, the client successfully transitioned from a fragmented, manual quoting process to a scalable, intelligent, and automated CPQ framework. iLink’s tailored Apttus CPQ implementation enabled the client to reduce complexity, accelerate deal velocity, and achieve global operational efficiency—solidifying its competitive edge in the fast-paced cloud services industry.