The Problem:

Edelman Financial Engines, a leading provider of financial planning and wealth management services, sought to enhance their data visualization capabilities to drive better decision-making and improve business outcomes. The challenge was to efficiently track key financial metrics and KPIs through an effective data visualization solution.

The Challenges:

  • Analyzing complex financial data requirements and identifying the most relevant metrics.
  • Designing custom Power BI dashboards that effectively translate financial data into actionable insights.
  • Ensuring seamless integration of the new data visualization solution into existing processes.


Ideators stood out due to their high ratings and positive word-of-mouth. Edelman Financial Engines discovered Ideators, a proficient IT services company, through an online search and referrals.

Key features of the solution included:

  • Thorough data requirement analysis to determine essential metrics and KPIs.
  • Design and development of tailor-made Power BI dashboards that aligned with Edelman Financial Engines' business goals.
  • Comprehensive consulting to optimize data management processes and refine overall data strategy.
  • Training sessions to empower the Edelman team to proficiently use Power BI dashboards.


  • Detailed project timeline outlining key milestones and deliverables.
  • Data requirement analysis and dashboard design.
  • Custom Power BI dashboard development and documentation.
  • Consulting sessions and training for effective dashboard utilization.


Increased Data Visibility and User Satisfaction: Usage metrics indicated improved data visibility and higher user satisfaction rates

Enhanced Data Quality and Efficiency: Fewer data inconsistencies and errors were observed post-implementation.

Improved Decision-Making and Business Outcomes: The impact of Power BI dashboards on decision-making and business outcomes became evident.


Ideators were praised for proactive project management. The detailed project timeline helped meet deadlines and maintain project focus. Ideators' young and bold leadership stood out, contributing to a successful collaboration.

What Sets Ideators Apart?

Edelman Financial Engines found the Ideators unique blend of high ratings, strong referrals, and a dynamic leadership team to be truly impressive.

Areas for Improvement:

Edelman Financial Engines commended Ideators for their exceptional work on the project and did not identify any areas for improvement. The collaboration exceeded expectations, showcasing Ideators' commitment to delivering quality solutions.

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