Case Study: Financial Services & Holding
How DataClarity helped a holding group automate financial reporting across 20+ independent subsidiaries, providing instant executive clarity.
20+
Subsidiaries Integrated
100%
Automated Reporting
SSOT
Single Source of Truth
Faster
Close Cycles
Our client, a holding group managing over 20 independent subsidiaries, struggled with a severe lack of centralized financial visibility. Each entity operated autonomously, managing financial data using different ERP systems, varied file formats (spreadsheets, legacy exports), and inconsistent data quality standards.
Consolidating this information manually for group-level reporting was an immensely time-consuming process, prone to human error. This made executive decision-making slow and reactive, as leadership lacked a timely, trusted view of the entire portfolio's performance.
To address this, DataClarity built a unified Financial Data Warehouse serving as the organization's "Single Source of Truth" (SSOT). We leveraged the Snowflake Data Cloud for its robust data sharing and scaling capabilities.
Executive leadership gained immediate, trusted visibility into financial performance across the entire group portfolio.
Automated consolidation replaced error-prone spreadsheet processes, saving hundreds of man-hours monthly.
The new platform easily accommodates future M&A activities, allowing new subsidiaries to be onboarded quickly.