Case Study: Automating Creditor Reporting for a Large Dollar Property Developer
Executive Summary:
Vision BI helped a leading NSW-based property developer with a multi-million dollar portfolio eliminate manual creditor consolidation across 20+ entities using an automated Azure and Tableau solution.
The business previously relied on a senior financial controller to manually download MYOB reports, manipulate Excel files, and compile Tableau dashboards monthly. Our team automated the entire workflow, delivering a live, interactive reporting platform with zero changes to their existing MYOB processes or day-to-day operations—no new software, no new procedures.
Key Outcomes:
No change to day-to-day use of MYOB
Full delivery in under 4 weeks
Live creditor dashboards updated daily—a major upgrade from the old monthly reporting cycle
Weekly automated PDF snapshots sent to stakeholders
Data securely stored in their Azure environment
Scalable data warehouse now ready for future use cases (e.g., JobPac integration)
The Challenge
Creditor visibility across multiple SPVs was a critical but time-consuming task.
Each month, the finance team would manually export reports from MYOB, clean and consolidate the data in Excel, build a master file for group-level analysis, generate visual reports in Tableau Desktop, and then export static PDFs to share with stakeholders.
This process:
Was slow, prone to errors, and reliant on one staff member
Delivered outdated data with limited interactivity
Failed to leverage Tableau’s real-time capabilities
Outcomes
Vision BI created a solution by pulling and combining data from the client's site management system (OnSite Companion) and their accounting and estimating software (Data Build)
This integration enabled us to present both qualitative and quantitative data that simply couldn’t be leveraged from one software system alone
The new and improved report allowed our client to see upcoming claims across multiple entities and business units, categorised by each supervisor responsible and by the week they would likely fall due
Now our client has simplified access to the claim dollar values, the length of time spent in each stage, information relevant to each job (e.g. address, contract number), and each site supervisor’s comments
This was a collection of information they never dreamed possible given their previous systems and internal resources, and now they have access to it DAILY!
Vision BI created a solution by pulling and combining data from the client's site management system (OnSite Companion) and their accounting and estimating software (Data Build)
This integration enabled us to present both qualitative and quantitative data that simply couldn’t be leveraged from one software system alone
The new and improved report allowed our client to see upcoming claims across multiple entities and business units, categorised by each supervisor responsible and by the week they would likely fall due
Now our client has simplified access to the claim dollar values, the length of time spent in each stage, information relevant to each job (e.g. address, contract number), and each site supervisor’s comments
This was a collection of information they never dreamed possible given their previous systems and internal resources, and now they have access to it DAILY!
