A large multi-entity private enterprise operating in the global food and beverage production, distribution, and logistics sector relied on a patchwork of Excel files and email chains to consolidate financial data at month-end. Producing critical reports such as the Income Statement and Balance Sheet was a labor-intensive, error-prone process that created significant compliance, governance, and accuracy risks at enterprise scale.

Evolution Analytics designed and implemented the ERP Lite Phase 1 (ELP1) Data Controls Application — a fully automated, end-to-end financial data pipeline connecting business units to Microsoft Dynamics 365 Finance. Snowflake served as the centralized, auditable source of truth, while Azure Data Factory automated data movement across systems. A Streamlit-based validation application provided finance teams with real-time visibility and a controlled “gateway check” before data entered Dynamics. The project was delivered from March through December 2024, on time and on budget.

“During close this month, the app made updating super easy and fast. In just 10 minutes, I was able to run the app and confirm that our Power BI reports were in sync with the Dynamics data after the BUs had signed off on their reports.”

– Finance Team

• Azure Data Factory
• Microsoft Dynamics 365
• Power BI
• Snowflake
• Streamlit

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