Manual BI Validation Slowing Financial Accuracy and Governance
A global pharmaceutical company with operations across more than 70 countries required a structured and scalable method to validate BI reports across multiple environments.
Financial Planning & Analysis (FP&A) teams relied heavily on BI dashboards to forecast budgets and guide operational decisions. Manual validation that included exporting data, comparing CSV files, and reconciling visuals tab by tab was inconsistent and time-intensive. Errors crept into dashboards, cost object creation was duplicated across environments, and audit readiness was weakened.
These inefficiencies carried significant business risk:
- Delays in FP&A cycles risked late forecasts and budget approvals
- Errors in dashboards could misallocate resources and undermine leadership confidence
- Lack of audit traceability exposed the enterprise to compliance challenges
Without a structured approach, reporting inefficiencies threatened timely decision-making, budget accuracy, and financial governance.
MResult designed and implemented a reusable accelerator that automated validation, enforced governance, and delivered audit-ready accuracy across BI environments.
Challenges: Impact on FP&A Efficiency and Reporting Confidence
- Manual checks consuming significant analyst time across thousands of reports
- Errors in FP&A dashboards impacting forecast accuracy and downstream planning
- Duplicate or inconsistent cost object creation reducing master data quality
- Fragmented validation across QA, UAT, and production environments
- Limited traceability, weakening compliance readiness
Solution: An AI-Powered, Reusable Accelerator for BI Validation and Stewardship
MResult delivered a comprehensive accelerator designed to automate BI validation, detect mismatches, and enforce governance. The framework created a reusable, tool-agnostic solution that could scale across functions and geographies.
- Foundation: BI Connectivity and Validation Flexibility
Connected directly with BI platforms such as Power BI, Tableau, and Qlik. Supported file-based validation using PDFs and images for cross-platform reconciliations and reporting migrations.
- Automated Validation at Scale
Enabled bulk execution, scheduling, and auto-refresh to validate thousands of reports at once, eliminating repetitive manual checks.
- AI-Driven Comparison and Governance
Applied computer vision (OpenCV) to compare visuals and layouts and large language models (LLMs) to detect contextual mismatches. Filters and parameters validated KPI behavior across scenarios. Approval rules prevented duplicate cost objects and improved master data quality.
- Enterprise Security and Control
Operated entirely within the client’s environment. No data left enterprise systems, ensuring alignment with strict security and governance requirements.
- Reusable Design for Scale
Packaged as a reusable accelerator, easily redeployed across new functions and geographies, enabling consistent validation and governance across the enterprise.
Scalable Architecture for Long-Term Utility
The accelerator was built for long-term scalability:
- Validated thousands of reports across BI platforms and file formats
- Supported reporting migrations and cross-platform reconciliations
- Enabled role-specific validation for finance, operations, and supply chain
- Configurable to add new KPIs, filters, or reporting rules
- Embedded securely within client environments to ensure continuity
Measurable Benefits and Business Impact
- 250–300 analyst hours saved monthly through automated validation
- Thousands of reports validated at scale across environments with consistent accuracy
- Improved FP&A reliability, reducing dashboard errors and strengthening planning confidence
- Enhanced master data stewardship with duplicate detection and approval enforcement
- Audit readiness strengthened through traceable, AI-driven validation records
- Trusted reporting delivered to finance and operational leadership for faster, confident decisions
A Foundation for Scientific Operations Excellence
The accelerator is now embedded in the company’s financial reporting processes. Its reusable design ensures continued scalability, enabling consistent adoption across functions and geographies. Transitioning from manual, error-prone validation to an AI-powered framework has improved accuracy, accelerated FP&A cycles, and given leadership confidence in financial decision-making.
