EBS Case Study

The challenge

Excel-based reporting had become too manual and too risky.

As EBS grew, each financial representative collected and reported data through Excel. That meant each client report required input from multiple people, across multiple files, across multiple offices.

The process became laborious, repetitive, and vulnerable to unnecessary risk, redundancy, and inconsistency.

The business problem was not simply, "Can we generate reports?"

It was: How do we centralize our data, reduce manual reporting work, and give the team a more reliable way to support client decisions?

The workflow looked like this

Collect data in ExcelRepresentatives managed important client and program data through individual spreadsheets.

Manual

Gather input from multiple peopleEach client report required coordination across several contributors.

Fragmented

Reconcile inconsistent filesData living in separate spreadsheets created redundancy and risk.

Error-prone

Generate client reportsReports required manual effort before they could be printed and distributed.

Time-consuming

Analyze business dataAd hoc reporting was harder because the data was not centralized.

Limited

EBS did not need more spreadsheet discipline. They needed a central system that could organize the data, support reporting, and turn information into a dependable business asset.

Why it mattered

Reporting needed to become part of the business system, not a spreadsheet task.

For EBS, data is central to coordinated service delivery. The team supports complex financial programs across multiple offices, which means accuracy, consistency, and access all matter.

When data lives across Excel files, reporting becomes harder to trust and harder to scale. A centralized portal and reporting system gave EBS a better way to manage information, generate reports, and use data for decision support.

The solution

A web-based portal and reporting system powered by Microsoft SQL and Power BI

KEYSYS helped EBS build a web-based portal and reporting system that houses company data in a central Microsoft SQL database.

The new platform replaced data previously stored across Excel files. Users can now upload new data, generate reports, and print or distribute those reports in multiple ways.

Power BI supports ad hoc reporting and data analytics, giving the team a stronger way to explore information and make better business decisions.

Miyuki, a KEYSYS team member with deep experience in database and backend system management, helped lead the solution. Her application development background and experience supporting large and medium-sized businesses made her a strong fit for the data challenges EBS was facing.

Key capabilities

→ Web-based portal for data upload and access
→ Central Microsoft SQL database replacing scattered Excel files
→ C# application development for custom business workflows
→ Report generation for printing and distribution
→ Power BI dashboards for ad hoc reporting and analytics
→ Cleaner data foundation for decision support
→ Reduced manual coordination across multiple offices

How it works now

From scattered spreadsheets to centralized reporting

KEYSYS · EBS Reporting Workflow

Centralize the data

KEYSYS helped move EBS data from individual Excel files into one Microsoft SQL database.

Upload through the portal

Users can upload new data through a web-based portal instead of managing isolated spreadsheets.

Generate reports

The system allows the team to generate reports that can be printed and distributed in different formats.

Analyze with Power BI

Power BI gives EBS ad hoc reporting and analytics capabilities built on a more reliable data foundation.

What once required manual coordination across Excel files now runs through a centralized portal and reporting system designed to support better decisions.

The impact

EBS saved time and improved reporting efficiency

The new system helped EBS save time, reduce manual effort, and improve efficiency across reporting workflows. More importantly, it transformed company data into an integral part of the organization's decision support system.

Better efficiency

Reduced reliance on manual Excel-based reporting
Improved the speed and consistency of report generation

Lower operational risk

Centralized data reduced unnecessary redundancy
Fewer scattered files meant fewer opportunities for inconsistency

Stronger decision support

Power BI enabled ad hoc reporting and analytics
Centralized data became a more valuable business asset

Before KEYSYS

Excel files and manual reporting

Representatives collected and reported data through Excel
Client reports required input from multiple people
Data lived across scattered files and offices
Reporting was laborious and vulnerable to redundancy
Ad hoc analytics were limited by fragmented data

→

After KEYSYS

Centralized portal and reporting system

Company data is housed in a central Microsoft SQL database
Users can upload new data through a web-based portal
Reports can be generated, printed, and distributed more efficiently
Power BI supports ad hoc reporting and data analytics
EBS uses its data as part of a stronger decision support system

Ready to Turn Spreadsheet Reporting Into a Real Data Platform?

If your team depends on Excel files, manual report gathering, or scattered data sources, you may not need another spreadsheet process. You may need a centralized system that makes reporting faster, cleaner, and easier to trust.

Schedule a Strategy Session