Case Study: Heart Research Institute simplifies financial reporting with Professional Advantage’s Microsoft Power BI

Heart Research Institute builds monthly reports in 2 hours with Professional Advantage

The Heart Research Institute (HRI), a medical research institute, faced a challenge in managing the financial reporting for its scientific grants. Their existing process, which involved manually drawing reports from Dynamics GP and Excel, was time-consuming for the finance team and resulted in monthly reports that quickly became outdated. HRI partnered with vendor Professional Advantage to implement Microsoft Power BI to streamline this process and provide scientists with real-time, easy-to-understand financial data.

Professional Advantage provided HRI with training and a hack day, enabling their team to quickly build automated financial reports directly from their Dynamics GP data. The solution significantly reduced the administrative burden on the finance team by automating previously manual monthly reports. It also empowered scientists with immediate, self-service access to their grant spending status. Professional Advantage's implementation of Power BI is now being expanded for use in HRI's fundraising and other departments.

Heart Research Institute