BH Technologies™ Case Study
Accelerating Data Modernization and Business Intelligence with AWS and Microsoft Technologies
Client Challenge
A leading provider of home loan, loan servicing, and refinance products in the United States faced increasing operational risk due to fragmented reporting processes, legacy data environments and inefficiencies in regulatory and investor reporting.
The client required a modernized, scalable solution to streamline reporting, improve data quality and drive operational transparency — with the flexibility to evaluate cloud and on-premises options while maintaining business continuity.
Our Approach
Beacon Hill Technologies deployed a fully integrated managed services team, including program management, business analysis, quality assurance and specialized engineering expertise in Microsoft BI and .NET technologies.
Our Solution Included:
- Microsoft Data Platform Implementation: Designed and implemented a modern Microsoft data ecosystem leveraging SQL Server 2014, SQL Server Integration Services (SSIS), SQL Server Analysis Services (SSAS), SQL Agent, and Master Data Services (MDS)/Data Quality Services (DQS) to centralize and automate critical business processes.
- Cloud Strategy and Cost-Benefit Analysis: Conducted a comprehensive evaluation of Amazon Web Services (AWS) versus on-premises solutions, presenting actionable cost-benefit models to guide executive decision-making.
- Business Intelligence and Reporting Modernization: Established BI project intake and prioritization frameworks, executed tool proof-of-concepts for Microsoft Power BI, Qlik, and Business Objects, and implemented standardized documentation practices for project governance, testing, change control, and risk management.
- Resource Management Optimization: Designed and implemented a dynamic resource modeling framework to align resource planning with multi-project delivery demands, increasing operational efficiency and agility.
Outcomes and Business Impact
Cloud-Enabled Data Modernization: Successfully delivered three AWS-hosted data warehouse solutions, eliminating ten legacy data sources and improving data governance across the organization.
Regulatory and Investor Reporting Automation: Streamlined reporting processes, significantly reducing manual effort while improving data integrity and regulatory compliance.
Enhanced Business Insights and Agility: Enabled self-service reporting and ad hoc analytics, exposing critical business process gaps and empowering faster decision-making.
Enterprise Operational Maturity: Introduced standardized project management, BI intake, and resource planning processes, setting a foundation for future scalable data initiatives.
