AI automation  •  Microsoft Fabric  •  Power BI  •  Copilot
Finance & management reporting

Create one governed management reporting layer.

Integrate ERP, budgets, forecasts and operational drivers into a consistent semantic model for financial statements, management packs and performance analysis.

Illustrative solution pattern. The scope and measures are adapted to your sources and business definitions.

Multiple sources→Microsoft Fabric→Semantic model→Power BI + Copilot
Business measures

Measure the outcomes that matter.

These are example KPI categories—not performance claims—and are tailored to each client’s definitions.

RevenueIncome performance
MarginProfitability
OpexOperating cost
CashLiquidity
VarianceActual vs budget/forecast
Questions this helps answer

Turn fragmented data into decision-ready context.

What is driving margin variance?

Which entities or cost centers are off plan?

How is cash performance changing?

Where are budget assumptions diverging?

What operational drivers explain the result?

Simplify the journey

From disconnected data to one governed model.

Unify the data once, model business meaning once, and reuse it across dashboards, analytics and AI.

ERP / general ledgerBudgets / forecastsOperational driversEntity / account data
→
OneLakeMedallionSemantic Model
→
Power BICopilotDecisions
Key capabilities

What the solution can include.

01

Financial model

Create consistent account, entity and period structures.

02

Management reporting

Automate recurring performance packs.

03

Variance analysis

Explain actual versus plan and forecast.

04

Executive Power BI

Deliver governed views for finance leadership.

Agree the reporting basis.

Account mappings, reporting periods, entity hierarchies and reconciliation rules need business ownership. Integration alone does not settle how management figures should be defined.

Reference architecture

See how the data comes together.

SteadfastGlobal Unify Data. Engineer Intelligence. Drive Action. STEADFAST GLOBAL · REFERENCE ARCHITECTURE

Semantic Data Layer

How business meaning connects governed data, metrics, analytics and AI.

Purpose-specific semantic layers connecting shared business concepts, domain definitions, models and reporting.
Create one governed management reporting layer.Original Steadfast Global reference visual.Inspect the full diagram →Illustrative architecture. Outcome labels describe possible aims, not verified client results or guarantees.
FAQ

Questions about this solution.

What data sources can this solution combine?
The architecture can combine relevant CRM, ERP, marketing, web, application, file, API and SaaS sources. The exact integration method depends on source capability and latency requirements.
Can Copilot be used with this solution?
Yes, where licensing and tenant configuration support it. We focus first on governed semantic models and permissions so natural-language analytics has reliable business context.
Can this solution be phased?
Yes. We normally start with the highest-value decisions and data sources, then expand the model and consumption experiences in controlled increments.