E-Billing Vendor Spend Dashboard
A centralized e-billing dashboard that consolidates vendor billing data to provide finance and procurement teams with clear visibility into vendor spend, invoices, discounts, and matter-level costs. The dashboard enables real-time spend tracking and vendor analysis, helping teams improve cost control, reduce manual reporting, and make informed financial decisions.
Client Overview
The client is a Canadian professional investment management organization whose purpose is to help provide a foundation upon which more than 22 million Canadians build their financial security in retirement.
Technical Stack
Industry
Services
Region
Canada
Project-size
Non-Disclosable
Company size
Large scale company
Implementation Highlights
Integrated vendor, invoice, payment, and matter data from AWS Athena into Tableau.
Built interactive visuals for vendor spend, discounts, and matter level analysis.
Implemented dynamic filters for date range, business group, phase, vendor, and spend.
Scheduled automated data refreshes for up-to-date reporting.
Challenges & Solutions
Billing data was spread across multiple systems and spreadsheets.
Solution: Consolidated all data into a single Tableau data model using Athena queries.
Limited visibility into discounts and high-cost matters.
Solution: Introduced discount metrics and spend breakdowns by vendor and matter
Manual reporting consumed time and was error prone.
Solution: Automated data refreshes and enabled self service dashboards to improve accuracy and reduce effort.
1000+ Projects Experienced
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Reduced manual reporting effort significantly.
- Enabled proactive cost management and better vendor negotiations.
- Improved visibility into vendor spend and discounts.
- Strengthened financial governance and decision-making.
Key Learnings & Achievement
- The dashboard solution was established as a standardized data framework, enabling other teams and organizations to replicate spend and discount analysis efficiently. This structured approach serves as a reference model, building credibility and demonstrating our expertise in financial analytics.
- Centralizing vendor, invoice, and matter-level data is critical to eliminate fragmented reporting and provide a unified view of financial performance. Automated dashboards and dynamic filtering improve visibility, enable proactive cost management, and support better vendor negotiation and governance decisions.

