Case Study: Avisto Capital Partners achieves faster reporting and saves a full day of staff time with Microsoft Power BI

Cloud-based technology transforms internal operations for a financial investment company

Avisto Capital Partners, LLC, a small accounting outsourcing firm serving more than 400 oil and gas clients, faced fragmented back-end systems and duplicated effort after inheriting disparate finance software. To modernize operations and conserve staff time, the company engaged Bam Boom Cloud and adopted a Microsoft cloud stack — including Microsoft Dynamics 365 Business Central, Microsoft Teams, and Microsoft Power BI — to centralize financial management and reporting.

Bam Boom Cloud implemented Microsoft Power BI to consolidate diverse client data (saving a full day of staff time previously spent analyzing and reviewing client accounting needs) and connected it with Dynamics 365 Business Central for unified reporting. The combined solution delivered faster, customizable reports, improved revenue forecasting and operational performance metrics, and was fully implemented (Business Central) in under six weeks, with Teams providing ongoing client communication and support. Microsoft Power BI was a key driver of the time savings and improved analytics.

Avisto Capital Partners

Scott Phipps

Partner