Client Overview

A major federal agency utilizing GrantSolutions for grants and financial program management.

Challenge

The agency was managing a complex, multi-year contract portfolio exceeding $500 million in obligations across 50+ partner agencies. Despite having access to raw financial data, leadership lacked real-time visibility into key performance indicators (KPIs), budget execution, and risk exposure. Manual reporting processes were time-consuming, error-prone, and insufficient for proactive decision-making.

Solution

To modernize financial oversight and support strategic decision-making, Areeva designed and implemented a suite of interactive, real-time dashboards that consolidated financial and operational data from multiple systems. These dashboards provided executive-level visibility into budget performance, enabled early detection of financial risks, and strengthened audit readiness. Key solution components included:

• Automated Data Capture: Leveraged AI tools to clean, consolidate, and validate data from disparate systems—reducing manual prep time and increasing accuracy.
• Custom Dashboards: Developed dynamic visualizations in Power BI and Tableau to track actuals vs. forecasts, revenue trends, cost breakdowns, and IAA billing.
• Predictive Analytics: Embedded AI models to forecast budget utilization, flag anomalies, and simulate funding scenarios.
• Real-Time Monitoring: Delivered continuously updated dashboards, offering stakeholders timely insights into financial health and performance.
• Secure Access: Applied role-based access controls (RBAC) and audit trails to ensure compliance with federal security standards.

Results & Impact

• 70% Reduction in Manual Reporting Time: Automated dashboards replaced static spreadsheets and time-consuming manual reconciliations.
• Faster Data-Driven Decisions: Executives gained real-time access to financial KPIs, and other relevant data accelerating informed decision-making.
• Stronger Audit Readiness: Dashboards provided a transparent audit trail, streamlining internal and external review processes.
• Proactive Risk Management: Real-time alerts and visualizations enabled early detection and mitigation of financial risks.

Key Takeaway

By transforming fragmented data into real-time, actionable intelligence, Areeva helped the agency modernize legacy financial oversight processes and eliminate manual reporting bottlenecks. The result: faster, data-driven decisions, stronger audit readiness, and proactive risk management across a $500M+ grant portfolio—empowering leadership with the visibility and control needed to drive performance and accountability at scale.