Case Study: Orion doubles growth with Sisense embedded analytics

Orion doubles business with Sisense

Orion, a premier portfolio accounting SaaS provider for financial advisors, was challenged by its outdated static reporting system. Their clients received stale data weeks after month-end and lacked the ability to interact with or drill into their reports. Needing to move from basic metrics to true business intelligence, Orion sought a powerful BI tool that could handle 51 terabytes of data while offering dynamic, embedded dashboards. After testing several solutions, they chose Sisense.

By implementing and white-labeling Sisense’s embedded analytics, Orion provided its clients with interactive, pre-configured dashboards directly within its own platform. The solution, leveraging Sisense’s ElastiCube technology, also simplified their data architecture. The results were significant: 98% of Orion’s nearly 900 customers adopted the new tool, and nearly 2,000 users engaged with the dashboards. Furthermore, Orion saw its business nearly double following the Sisense rollout.

Orion