CadDo and Microsoft products bring transparency to asset management company’s portfolio
Customer Company Size
Large Corporate
Region
- Europe
Country
- Netherlands
- United Kingdom
Product
- Azure
- Power BI
- SQL Server
Tech Stack
- Azure Virtual Machines
- SQL Server Enterprise
- Windows Server 2019
- SQL Server Analysis Services
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Environmental Impact Reduction
- Customer Satisfaction
- Digital Expertise
Technology Category
- Application Infrastructure & Middleware - Data Visualization
- Infrastructure as a Service (IaaS) - Cloud Computing
- Analytics & Modeling - Predictive Analytics
Applicable Industries
- Professional Service
Applicable Functions
- Business Operation
Services
- Cloud Planning, Design & Implementation Services
- Data Science Services
- System Integration
About The Customer
A fund and asset management company in the Netherlands with over €50 billion in assets under management wanted absolute transparency across every investment. This meant the company needed to augment financial performance figures with the environmental, social, and governance (ESG) performance for each investment fund, as well as all underlying holdings. The CadDo solution was implemented to deliver this rapidly and effectively, embedding the client’s extensive ESG knowledge, priorities, and preferences into a codified rules-based system. Using an end-to-end Microsoft stack, including Azure, SQL Server 2019, and Power BI, meant everything just connected and data flowed effectively from the client’s raw source data into beautiful end-user reports. The project has been a clear success in terms of its original scope, as the CadDo solution is now a single and verifiable source of truth for ESG data and insights.
The Challenge
The demand for transparency across investments, to align with the SDGs, meant the company needed to augment financial performance figures with ESG performance. This would ensure every investment decision would be fully informed, and that every retail and institutional client could gain a holistic view of each fund’s performance in terms of sustainability and profitability. The company was clear from the outset that it required a partner who could bridge the gap between IT and its business and rapidly deliver a solution to meet its internal deadline.
The Solution
Based in London, CadDo provides data-driven insights and concentrated intelligence to organizations and individuals who care about sustainability as much as profitability. To meet the Dutch company’s needs, CadDo built a proof of concept within seven days. The scope covered all aspects of ESG and financial performance, with the focus on producing figures for CO2 emissions, water consumption, a singular ESG score, and the invested amounts. CadDo achieved this despite the complexity arising from the intricacies of funds investing in other funds. The platform was built on Azure Virtual Machines running SQL Server Enterprise on Windows Server 2019. The stability of Windows Server complemented the computing power of SQL Server to create an unrivaled calculation engine. Then a reporting layer of SQL Server Analysis Services, also running on Azure VMs, was put in place to act as the resilient and responsive data source for Power BI end-user reports.
Operational Impact
Quantitative Benefit
Case Study missing?
Start adding your own!
Register with your work email and create a new case study profile for your business.
Related Case Studies.
Case Study
SET Creative Ditches Google Vault for Datto Backupify
When Kienholz first started at SET, the staff was using Microsoft Outlook for email with no form of data backup. It became apparent that something needed to change as the staff was often burdened with trying to recover emails from departed employees. Kienholz transitioned the team to Google’s Gmail and implemented Google Vault for backup purposes. While SET employees quickly adjusted to Gmail, which many use for personal email, the same could not be said for Google Vault. “Unlike most Google products, Vault was not user friendly at all. It’s very hard to search for items. We never really figured out how to do a restore either,” explained Kienholz. Due to SET’s work with high-profile brands, projects often go through many rounds of revisions right down to the eleventh hour. This means that every bit of information - especially data living in project managers’ emails - is crucial to delivering clients a polished design at deadline.
Case Study
Infosys achieves a 5–7 percent effort reduction across projects
Infosys, a global leader in consulting, technology, and outsourcing solutions, was facing significant challenges in application development and maintenance due to its distributed teams, changing business priorities and the need to stay in alignment with customer needs. The company used a mix of open source, home-grown and third-party applications to support application development projects. However, challenges resulting from distributed teams using manual processes increased as the company grew. It became more and more important for Infosys to execute its projects efficiently, so they could improve quality, reduce defects and minimize delays.
Case Study
Arctic Wolf Envelops Teamworks with 24x7 Cybersecurity Protection and Comprehensive Visibility
Teamworks, a leading athlete engagement platform, faced rising cyberthreats and needed enhanced visibility into its network, servers, and laptops. With software developers connecting from all over the world, the company sought to improve its security posture and position itself for future growth. The company had a secure platform but recognized the need for a more proactive solution to identify gaps within its technology infrastructure. Data exfiltration and malicious access were top concerns, prompting the need for a comprehensive security upgrade.
Case Study
Sawback IT and Datto Save Client From a Costly Mistake
Ballistic Echo, a software development house, faced a critical challenge when human error led to the deletion of thousands of lines of unique code. This incident occurred before the code was pushed to source control, resulting in significant loss of time, revenue, and work. The previous file-level backup solution they used was slow and inefficient, making it nearly impossible to manually recreate the lost work. The need for a more reliable and efficient business continuity solution became evident to avoid such disasters in the future.
Case Study
Opal Helps Customers Shine Thanks to Datto
SP Flooring & Design Center faced a ransomware attack that encrypted and locked their files. The attack was initiated through a compromised service account set up by an outside vendor. The ransomware infection was isolated quickly, but there was a concern about the extent of the data at risk. The company had backups in place but was unsure of how much information was compromised. The situation required immediate action to prevent further damage and restore the affected data.
Case Study
Pipeline Insight Case Study: YARCDATA
YarcData faced challenges in determining the conversion rates of prospects into customers through various marketing efforts and identifying the source of its leads. They wanted to know the percentage of opportunities in the sales pipeline that came from different marketing events, web downloads, or self-sourced sales opportunities. Additionally, they needed the ability to drill down into the data to guide where to allocate more marketing dollars based on the success of previous efforts. Previously, YarcData relied heavily on spreadsheets and Salesforce.com reports, which made it difficult to extract the exact information they needed. This reliance on spreadsheets represented about 70% of their data presentation.
