DataTako case study: WegMetExcel.nl

WegMetExcel helps Dutch SMEs gain more insights with less Excel. The company eliminates time-consuming and error-prone Excel processes by supporting businesses in collecting data from various systems (CRM, accounting, HR, inventory) and transforming it into professional Power BI dashboards.

Patrick, the owner of WegMetExcel.nl, founded the company based on his freelance experience, where he noticed that many businesses struggled with manually combining data from different sources in Excel in order to make decisions.

Core activities:
• Power BI report development
• Datawarehouse implementations
• Eliminating Excel dependency in businesses

WegMetExcel encountered several challenges when sharing Power BI reports with their clients:

Technical Challenges:

• Power BI is not fundamentally designed for sharing reports with external parties
• Placing clients on their own tenant made support delivery complex and costly
• Constantly connecting via different remote desktops for support
• New colleagues needed to be granted access to client environments each time

Operational Issues:

• Higher costs for clients due to their own infrastructure
• Complex implementation and management
• Limited control over the user experience
• Difficult scalability of the service

User Experience:

•  The Power BI interface shows too many unnecessary options for end users
• Distracting workspaces and apps that report viewers don’t need
• Complicated navigation for users who only want to view a dashboard

After seeing DataTako’s message on LinkedIn, Patrick decided to give the platform a try. The transition turned out to be smooth and straightforward, thanks to several key advantages.

From a technical perspective, DataTako offered significant benefits. Patrick was able to develop reports in his local environment and then publish them directly to a fully white-label solution under his own domain (wegmetexcel.nl). Implementation was simple, requiring no complex infrastructure, and the platform came with fast support and clear documentation.

The user experience also improved dramatically. The clean interface presented only what was necessary, without the clutter of unnecessary Power BI options. Clients could access their dashboards directly, free from distracting elements, making navigation and overview much easier. The dashboards also looked more professional, fully branded to WegMetExcel.nl.

The implementation process was seamless. Patrick started with a free 30-day trial, experienced quick onboarding with personal guidance, and was able to connect his Microsoft Account within just a few hours. Migrating existing reports was also possible right away, making the entire transition hassle-free.

Results So Far

Since moving to DataTako, WegMetExcel has seen significant improvements across operations, customer satisfaction, and growth potential.

Current Implementation

• 10 WegMetExcel clients are now active on the DataTako platform
• Successful white-label rollout under the wegmetexcel.nl domain

Operational Improvements

• Streamlined support from a central environment
• Better control over the user experience
• Simpler onboarding of new clients
• Enhanced professional appearance

Client Satisfaction

• Clients enjoy easy online access
• No license complexity for end users
• Direct access without any installations or configurations

Future Opportunities

• Potential cost savings by implementing Fabric Capacity
• Ability to scale services to more clients thanks to improved scalability

Testimonial

“I always say: just give it a try for yourself. See the benefits it can offer firsthand. That’s what convinced us in the end, this really is a much better alternative to what we were using before. Simply try it out and experience it yourself, especially since you can use it free for 30 days, so there’s virtually no risk. The only investment you might need to make is an hour exploring the system, and after that, you can decide for yourself what you want to do.”

Patrick, Owner of WegMetExcel