Case study · Pharmaceutical

Modern data platform and company-wide analytics with Power BI

Millions of market records, a single source of truth. Analytics in Power BI for the entire commercial network. A team trained to run on its own.

Company-wide analytics in Power BI

Medallion architecture on Databricks

Millions of records integrated

Where it all started

Crossing millions of market lines in Excel was hitting its limit

An international pharmaceutical company with a commercial network in Spain ran its analytics on Excel. But the business needed to cross several market sources (sales by channel, hospital sales, prescription data) with internal sales. Those sources arrived every period with millions of lines, in different formats and granularities.

Excel is flexible, but it neither holds that volume nor crosses such heterogeneous sources with agility. Every area and every rep ended up pulling from their own sheet.

The challenge

Crossing several external market sources (channel, hospital, prescription) with internal sales: millions of records a month that do not fit in a spreadsheet.

Heterogeneous data (different formats, codes and granularities per source) with no layer to normalize it.

No single source of truth: each area and rep with their own Excel and their own version of the numbers.

Reports slow to update and tied to the desktop.

The risk of each user seeing data outside their territory.

What we proposed

A modern data platform on Databricks with a Medallion architecture: automatic ingestion of the internal sources and the market panels, a cleaning and normalization layer with business rules, and a final model ready to decide on. On top, company-wide analytics in Power BI for the whole network, with security by territory. Versioned pipelines so the data arrives on its own each period, and training by profile so the team operates it without depending on anyone.

The shift

It was not just a change of tool

Going from arguing over which Excel was the right one to deciding, across the whole organization, on the same numbers.

Before

Market panels and sales crossed by hand in Excel

Each source with its own format, with no layer to normalize it

Reports slow and tied to the desktop

Everyone with their own version of the numbers

Now

Millions of records integrated and modeled automatically

Quality layers (Bronze → Silver → Gold): from raw data to data ready to decide on

Power BI dashboards, on mobile too, with security by territory

A single source of truth for leadership, areas and reps

market records a month

+ 1 M

data quality layers (Bronze · Silver · Gold)

single source of truth

The value generated

What changes for the entire commercial network

Millions of records, integrated

Market panels and internal sales, unified and updated automatically.

Layered data quality

Medallion architecture (Bronze → Silver → Gold): from raw data to reliable data ready to analyze.

Pipelines that do not break

Versioned, automated processes: the data arrives on its own each period, with no manual reconciliation.

Analytics for the whole network

Leadership, areas and reps decide on the same Power BI dashboards.

Everyone sees their own

Security by territory: each user accesses only the data that is theirs.

Ready for AI

With the data governed and modeled, the foundation is ready for predictive analytics.

What the client says

We went from arguing over which Excel was the right one to everyone looking at the same dashboard. The commercial network decides faster and with data it trusts, and the team manages on its own. The change was not only technological: it was cultural.

Commercial Management

International pharmaceutical company

F&Q

Frequently asked questions

What is a modern data platform?

It is a single environment where all data, internal and external, is integrated, cleaned and governed to feed analytics with reliable information. At BertIA, an AI consultancy based in Barcelona, we build it with Databricks and a Medallion architecture as the data engine and Power BI as the visualization layer, so the whole organization decides on a single source of truth.

How is it different from staying with Excel or a standalone BI report?

Excel is flexible, but it does not hold millions of records or cross heterogeneous sources reliably. A data platform integrates them, normalizes them by layers and distributes analytics to the whole network with security by territory. The result is consistency, agility and a single version of the numbers.

Is the data reliable and secure?

Yes. The data passes through quality layers (Bronze → Silver → Gold) with business rules and traceability, and the platform is governed end to end. Security by territory ensures each user sees only the data that is theirs, in compliance with current regulations.

How do you make sure the team really uses it?

With a training plan segmented by profile (those who develop data, those who develop reports and those who consume them) and support in change management. Key users are trained and then replicate the knowledge, so adoption spreads across the whole organization and the platform is operated independently.

What does it take to implement it?

The data sources you already have (internal and external), a cloud environment and the business profiles that validate the reports. At BertIA we design the platform, build the integration and the dashboards in phases, train the team and leave it in production with support.