Example workspace
Generated Sep 30, 2026
Move quarterly finance reports off the legacy data warehouse
In delivery
Rebuild the six quarterly finance close reports on the new analytics platform, so the legacy warehouse is no longer needed for the Q4 close.
Timeline
Oct 5, 2026 → Dec 18, 2026
Start quarter
Q4 2026
Est. effort
4.5 FTE-months
Problem
Finance's six quarterly close reports still run on the legacy data warehouse. Each close, two analysts spend most of the first week re-running failed overnight jobs and reconciling totals by hand before the numbers can go to the CFO. Vendor support for the warehouse ends in March 2027, and these reports are its last business-critical consumer.
Committed outcome
For the Q4 2026 close, the six quarterly finance reports run from the new analytics platform, reconcile to the legacy output within the tolerance Finance agreed, and no quarterly finance report depends on the legacy warehouse.
In scope
- Rebuild the six quarterly close reports on the new analytics platform
- Migrate the general ledger, receivables and payables tables they read
- Run old and new side by side for the Q4 close and reconcile
- Hand report support to the data platform team's on-call
Out of scope
- Monthly and ad-hoc finance reports (a separate demand)
- New metrics or report redesigns
- Switching off the legacy warehouse itself (Infrastructure)
- Other departments' reports on the warehouse
Owner
Priya Raman, Engineering Manager, Data Platform
Stakeholders
Finance (Controller, FP&A), Data Platform, Infrastructure, Internal Audit
Why now
Warehouse support ends March 2027. Moving after the Q4 close would leave no quarter to run old and new side by side before it lapses.