Microsoft SSRS Dashboard

Castle Peak Capital Advisors is a private equity company based in Minneapolis, MN. They operate 1 private fund and have approximately $99.5 million in total assets under management (AUM). 

Castle Peak Capital Advisors wanted to improve their efficiency when it came to reporting.  When they contacted Anyon, they were using an older version of MySQL and building reports using a combination of Excel and Crystal Reports.  They wanted faster access to their data and they wanted to be able to create reports using one only one software.

We started by migrating their database to MYSQL5.6.  Then, we optimized their newly updated database by tuning the configuration settings and refactoring some of the queries for performance.  With the database up-to-date and running much faster, we began addressing the client’s reporting goals.  For this, we decided to use SSRS (SQL Server Reporting Service), as it was compatible with the client’s current database solution and available to them at no extra cost.  SSRS offered this client much more reporting capabilities than their previous solution had.

Anyon designed and deployed a variety of reports for the client using SSRS.  Some of the reports were based on reports that the client had previously built in either Excel or Crystal Reports—and others we built from scratch.  The reports were designed for both associates and upper management.  These reports helped illustrate and illuminate the client’s expertise in compliance, risk management and valuation analysis.  The client was able to use these reports as a powerful presentation tool in their conversations with investors, financial institutions, hedge funds, equity firms, and venture capitals.