Case study:  
Weatherbys Private Bank

Weatherbys Bank: Data Modernisation & BI Strategy

book free consultation
Learn more

Client

Weatherbys Private Bank

Timeline

6 months

Service

Collaborative Cloud Build

Project Summary

Delivered a high-impact data modernisation project for a private bank, setting the stage for a secure and scalable analytics stack on Azure.
book free consultation
what they were struggling with

Challenge

Weatherbys faced a proliferation of siloed reports and inconsistent analytics platforms, causing inefficiencies and data confusion. Staff relied on spreadsheets, and decision-makers lacked clear visibility into client performance metrics and operational KPIs.

what we aimed to do

Goal

Develop a modern BI strategy to centralise analytics, reduce noise, and align with future cloud initiatives.

how we helped

Solution

Accelix ran a collaborative discovery phase to gather over 400 unique data and reporting requirements from across 10 business units. We designed a unified BI architecture using Azure Synapse Analytics and Power BI. Solutions included:

  • Centralised data lake built on Azure Data Lake Storage
  • ETL pipelines via Azure Data Factory, orchestrated in Azure Synapse
  • Unified dashboards for executives, operations, and compliance teams
  • Role‑based access controls and automated data lineage tracking

‍

how this made a difference

Impact

During the 6-month rollout:

  • Eliminated 130+ legacy, redundant reports
  • Reduced reporting time from days to minutes
  • Delivered actionable dashboards, improving strategic insight and response
  • Provided full user training and support to embed BI capabilities across teams