Case Study - Modernizing Data Operations for a Regional Bank with a Custom Data Warehouse, Automation, and Power BI

Ranae Peterson • September 3, 2025

Introduction: Breaking Free from Vendor-Locked Reporting 

 A small regional commercial bank found itself increasingly constrained by outdated data infrastructure and vendor-dependent reporting systems. Relying on ODBC connections to a third-party core banking system (Jack Henry) and other limited tools, their reporting process was slow, rigid, and heavily manual. Several key reports required time-consuming spreadsheet work, delaying access to critical insights and hampering operational efficiency.

The client’s primary challenges included a lack of data ownership, minimal reporting flexibility, overreliance on third-party vendors, and an inability to perform timely, in-depth analysis for informed decision-making. Recognizing the need for transformation, the bank turned to Brewster Consulting Group to take control of its data and modernize its analytics capabilities.

The Solution: Building a Self-Sufficient, Automated Analytics Ecosystem

Brewster Consulting Group designed and implemented a fully on-premises data warehouse tailored specifically to the bank’s architecture and business goals. This modern infrastructure became the foundation for streamlined data operations and real-time insight generation.

At the heart of the solution was an automated ETL (Extract, Transform, Load) framework capable of ingesting data from Jack Henry and other third-party platforms on daily and monthly schedules. Brewster developed automated data transformations, including calculated fields, table joins, and process workflows, that replaced manual interventions and significantly reduced reporting lag.

To unlock insight and visibility across departments, Brewster created a suite of Power BI dashboards and custom visualizations built on top of the newly architected data warehouse. These dashboards provided real-time analytics, interactive exploration, and actionable metrics aligned with the bank’s strategic priorities.

Key Deliverables

-Tailored Data Warehouse: A secure, in-house data warehouse built to store, manage, and analyze the bank’s historical and current operational data, ensuring full data ownership and eliminating vendor lock-in.

-Automated ETL-Processes: End-to-end automation of data ingestion and transformation, replacing time-consuming manual reporting tasks with scheduled and consistent updates. 

-Streamlined Reporting: Key operational and regulatory reports were automated, reducing FTE workload and enabling faster delivery of accurate insights.

-Power BI Dashboards & Custom Visuals: Dashboards provided managers and executives with at-a-glance summaries, trend analyses, and drill-down capabilities; empowering faster, data-informed decisions.


Results: Enhanced Efficiency, Ownership, and Insight

With Brewster’s support, the client transformed its data infrastructure from a fragmented, vendor-bound system into a fully controlled and scalable reporting engine. Key outcomes included:

-Significant reduction in manual workloads, improving operational efficiency and lowering FTE costs

-Full ownership and in-house accessibility to data, giving the bank control over its most valuable digital asset

-Streamlined, automated reporting that replaced ad hoc spreadsheets with consistent, trustworthy dashboards

-Empowered decision-making through real-time visibility into business-critical metrics

This engagement allowed the bank to eliminate operational bottlenecks, unlock new efficiencies, and build a long-term data strategy that supports scalable growth and internal agility.


Conclusion: Data Ownership That Drives Performance

By shifting to a modern data architecture and automated reporting ecosystem, this regional bank gained more than just efficiency, it gained independence. With Brewster Consulting’s solution, the organization is no longer at the mercy of third-party vendors or outdated systems. Instead, it now operates with confidence, clarity, and control.

Brewster Consulting Logo

At Brewster Consulting Group, we recognize that managing data can be a daunting task for small and mid-sized enterprises. Allow us to assist you in harnessing the potential of operational intelligence! Reach out to one of our specialists today to refine your data strategy, optimize your processes, and establish solid governance. Ready to cultivate data analysis and propel scalable growth? Your journey begins right here!

Book a meeting
By Ranae Peterson October 9, 2025
Many small businesses are laser-focused on growth, sales, and staying afloat. In that constant hustle, one of the most valuable assets, data , often gets overlooked. Even when businesses “look at the numbers,” that doesn’t always mean they’re collecting the right data, tracking the right KPIs, or translating those insights into actionable strategies. Fractional analytics bridges that gap. It allows small businesses to access experienced data analysts or analytics teams on a part-time or project basis, essentially bringing enterprise-level data expertise without the full-time cost. Think of it as analytics-as-a-service for small business owners who need clarity and insight but can’t justify a full analytics department. The Reality: Why Data Gets Overlooked While most business leaders know data is “important,” it can be hard to see its impact until it’s visualized through dashboards, real-time reporting, or guided by a professional who knows how to turn information into action. Without these tools and expertise, business decisions often rely on gut instinct instead of insight, leading to inefficiencies, missed opportunities, and in some cases, failure. Statistics show that: About 20% of small businesses don’t survive their first year. Nearly 50% fail within five years. Around 65% close within ten years. While the reasons vary, from financial mismanagement to poor planning, many of these challenges stem from a lack of data visibility or poor data management . In other words, the root cause often isn’t just financial; it’s analytical . Real World Analogy Imagine running a restaurant without ever checking what inventory levels, most frequent orders, or best margin products. You might think you’re doing well because the restaurant is busy, but when you do the books, you’re not actually making any money. Now, imagine having a fractional analytics consultant helping you organize and visualize your data. They don’t need to be in the kitchen every day, but when they are, they bring order to chaos, tracking inventory and margin by menu item, predicting staffing needs, and saving costs by cutting waste. That’s what fractional analytics does for your business data. It helps you understand what’s really happening across operations, finance, and customer service so you can make smarter, faster decisions. Common Operational Challenges Solved by Fractional Analytics Here are a few common pain points small businesses face that fractional analytics services can address: Inefficient reporting and manual data entry. Lack of clear KPIs or performance tracking. Inconsistent financial forecasting. Missed revenue opportunities due to incomplete data. Poor inventory or resource management. Lack of clarity around customer behavior and profitability. Benefits of Fractional Analytics for Small Businesses Engaging a fractional analytics provider offers far more than just numbers and dashboards. It’s about empowering smarter decisions without breaking the bank. Cost efficiency: Avoid the high salary and benefits of full-time analytics hire. Speed to impact: Gain immediate access to expertise, no lengthy onboarding or training required. Scalability: Bring in analytics support when you need it and scale it up as you grow. Better decision-making: Replace guesswork with data-driven insights and actionable KPIs. Time savings: Spend less time in spreadsheets and more time growing your business. Long-term cost reduction: Identify duplicate payments, missed invoices, and inefficiencies that quietly drain profit. Fractional analytics also enhances cash flow management and enables business leaders to spot opportunities for optimization, often resulting in measurable growth and sustainability. Why It’s a Make-or-Break Decision Choosing whether to work with a fractional analytics consultant could be the difference between surviving and thriving. Many business owners don’t realize that outsourced analytics is even an option, one that offers flexibility, affordability, and strategic insight without high overhead. The truth is, small business leaders don’t have to do it all alone, nor do they need to rush into hiring a full-time team. Fractional analytics gives them the best of both worlds: the expertise of a senior data strategist and the flexibility of a part-time engagement. Final Thoughts In today’s competitive market, data-driven decision making isn’t optional; it’s essential. Small businesses that embrace fractional analytics gain clarity, confidence, and control over their operations. By investing in the right insights today, they set up the foundation for sustainable growth tomorrow. If your business is ready to move from guessing to growing, now’s the time to explore what fractional analytics services can do for you.
Project Management Office Implementation
By Ranae Peterson September 3, 2025
This is a blog post detailing a case study where Brewster Consulting Group helped Allcare Health build a Project Management Office.
Process Optimization for Rental Cars
By Ranae Peterson September 3, 2025
This case study covers process improvement consulting for a rental car company.
Process Optimization for Healthcare
By Ranae Peterson September 3, 2025
This case study covers process optimization and improvement for a healthcare company
Consumer Goods Analytics
By Ranae Peterson September 3, 2025
This case study covers developing Power BI dashboards and power bi reports for a consumer goods company.
Health and Safety Power BI Dashboard
By Ranae Peterson September 3, 2025
This case study covers creating a Health and Safety dashboard in Power BI for DP World.
Power BI Financial Dashboard
By Ranae Peterson September 3, 2025
This case study covers building a financial dashboard in Power BI for Medefy
Power BI Dashboard Development
By Ranae Peterson September 3, 2025
This case study covers building an operational dashboard in Power BI for Tulsa International Airport
HR Power BI Dashboard
By Ranae Peterson September 3, 2025
This case study covers building HR Power BI dashboards for DP World.
Power BI Dashboard Development
By Ranae Peterson September 3, 2025
This case study covers building power bi dashboard development for a growing SAAS company. Their entire power bi environment was built out.