Primoris Services Corporation, a leading infrastructure services company, faced a critical challenge that threatened their operational efficiency: their financial reporting system was failing them.

Despite years of effort and multiple attempts at modernization, they struggled with:

• Fragmented Systems: Different platforms across their highly customized and segmented business created data silos

• Inconsistent Data: Manual corrections and repeated delays plagued monthly financial closes

• Aging Infrastructure: Their legacy reporting platform couldn't handle the complexity of their multi-entity, multi-project operations

• Failed Migrations: Three previous attempts to migrate to Power BI had ended in cost overruns, limited output, and development roadblocks

The Solution

When Primoris engaged Axis Group for what they thought would be a simple tool development project, they discovered a partner who could finally solve their migration challenge. Axis Group's approach was fundamentally different:

Deep Business Understanding

• Rapidly mastered not just the technical requirements but the business context

• Understood complex organizational structures including segments, entities, departments, projects, and phases

• Grasped intricate financial reporting structures (GL, P&L, etc.) within days

Rapid Prototyping & Iteration

• Delivered a working prototype in the client's environment within 48 hours

• Moved from concept to implementation at unprecedented speed

• Operated as an extension of the Primoris team within weeks

Collaborative Problem-Solving

• Framed complex problems in understandable terms

• Offered multiple solution paths for each challenge

• Guided the team through issues they hadn't been able to solve for years

The results

Axis Group succeeded where three previous attempts had failed, delivering:

• Successful Power BI Migration: Complete transition from legacy reporting platform to modern Power BI environment

• Streamlined Financial Reporting: Modernized processes and empowered business users to maintain account and organizational rollup data

• Integrated Data Platform: Unified disparate systems into a cohesive reporting solution

• Sustainable Solution: Built a system that scales with Primoris's complex operations

Why Axis Made the Difference

What set Axis Group apart wasn't just technical expertise—it was their unique combination of:

• Technical Excellence: Deep knowledge of Power BI and data integration technologies

• Business Acumen: Understanding of financial processes and organizational complexity

• Accounting Knowledge: Fluency in financial reporting requirements and structures

• Partnership Mindset: Acting as true partners, not just consultants