About usd
usd AG protects companies from hackers and criminals. As an accredited auditor, it advises and certifies companies in line with payment card industry requirements and other IT security standards worldwide. The experts at the usd HeroLab identify vulnerabilities in IT systems and applications. Their security consultants advise companies holistically on information security, risk management and IT compliance. »more security« is their mission.
Client | usd AG |
Industry | Service Industry |
Technology | Microsoft Power BI |
Focus | Data-driven Business, Business Intelligence |
usd's Initial Situation
As usd AG grew and requirements increased in a dynamic market environment, a well-founded, data-driven basis for decision-making became increasingly important.
To meet these demands, usd AG opted to strategically develop its controlling and data management functions. Working with dotSource, the existing structures were critically analysed with the aim of creating a foundation for scalable, future-ready controlling.
As part of this realignment, the existing on-premises infrastructure was to be replaced by a cloud-based solution. The goal was to enable scalability, performance and broader yet secure usability of the data, with a particular focus on transparency, historised data and role-based access.
Building on this, the following key focus areas were defined jointly with dotSource:
- Building a data warehouse with automated data integration based on Projektron BCS
- Historising specific data in the data warehouse so that changes not captured in the source system can be tracked
- Standardised reporting structure through creation of a Power BI data model and support with report preparation
- Implementation of a central roles and permissions concept
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Project Successes
Strategic Benefits of Data-Driven Decisions
With the data warehouse built on Azure infrastructure and the automated connection of Projektron BCS data, usd has laid the foundation for future-ready corporate management. Historical and current data are available in real time and, thanks to the smart transfer, are consolidated centrally in the data warehouse. In Power BI, they can be analysed and visualised without any manual effort. The result: higher data quality, faster assessments and more targeted strategic decisions.
More Efficiency and Transparency in Controlling
The new and modern BI architecture delivered lasting improvements to operational controlling processes. The Power BI data model developed by dotSource – based on the catalogue of requirements drawn up by usd covering the required key figures, load intervals and access rules – forms the foundation for automated, standardised controlling reports. Row-level security (RLS) ensures that users only see the data relevant to them, for example depending on their team or their role in the company. This model allows performance to be analysed in detail at employee, team and project level.
Complex Permission Structures Securely Mapped out
A key project success was the fine-grained control of access rights. Row-level security protects sensitive information and makes it accessible only to authorised individuals. Access is controlled according to roles and responsibilities. At the same time, distributing the reports via the Power BI Service enables precise delivery to defined recipient groups such as team leads, project managers or the controlling team itself.
Transform Your Business with Modern Data Architecture and Power BI-driven Reporting
- Automated data integration for maximum efficiency
- Well-founded decisions through real-time analytics
- High data security backed by precise access control models
- Standardised reportings for transparency and comparability
- Agile reporting frameworks for future-proof corporate governance
