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Case study

TEAM Software replaced manual CSV reporting feeds with Microsoft Fabric

Reporting data moved from the application database by hand-run CSV exports, which was slow and error-prone.

TEAM Software

TEAM Software · Operations

100%of manual CSV export and import work removed

The workflow before

TEAM Software's Power BI reports depended on data in an AWS RDS application database. Someone exported tables to CSV and imported them into the reporting tools by hand on each refresh. Every step was a chance for a missed file or a broken column, and the process could not support the analytics TEAM wanted to sell to its own customers.

What we built

We built an ETL pipeline in Microsoft Fabric with a medallion design: Bronze holds raw data, Silver holds cleaned data, Gold holds the aggregates the reports read.

An incremental ingestion pipeline now pulls about 20 high-value tables from AWS RDS on a schedule, so only changed rows move.

Before cutover we tested the automated feed against historical reporting data until the numbers matched exactly, so existing Power BI reports kept working with no change for users.

Before and after

MeasureBeforeAfter
Data movement to reportingManual CSV export and importScheduled incremental pipeline
Tables automated0About 20
Refresh effortAbout 4 hours of hands-on work a weekNone
Report accuracy at cutoverDependent on manual stepsExact parity with historical reports

What's next

The Gold layer is the base for analytics TEAM can offer its customers. It is also the clean data a Level 2 reporting assistant needs.

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Azure Data Factory pipelines in Microsoft Fabric read about 20 tables from AWS RDS incrementally (watermark-based), landing raw records in a Bronze lakehouse layer.

Silver applies cleaning and type standardization; Gold builds the aggregates that Power BI semantic models read. Parity tests compared Gold outputs with historical report values before the manual process was retired.

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