MigrationCase study

Crystal Reports to SSRS Migration

Moving a growing securities firm from Crystal Reports to SQL Server Reporting Services, with optimised queries and a scalable architecture for faster reports.

  • ClientA securities firm
  • IndustryFinancial services
  • Built withSSRS, Crystal Reports, SQL Server
The transformation

Before

  • Slow reports from complex, inefficient queries
  • A system struggling with growing data
  • An outdated interface for building reports
  • Integration issues with SQL Server

After

  • Optimised queries and faster reports
  • A scalable SSRS architecture
  • An easier interface for building reports
  • Seamless SQL Server integration

01 · The challenge

Where they started

A prominent securities firm wanted faster report generation, better visualisation and a seamless connection between its reports and its SQL Server environment.

Performance

Complex queries and inefficient retrieval created bottlenecks that delayed reports.

Scalability

As the firm grew, Crystal Reports struggled with heavier data loads.

An outdated interface

Creating and modifying reports was slow for users.

Integration

Poor integration with the SQL Server database caused synchronisation and compatibility issues.

02 · The solution

What we built

Our consultants devised a migration strategy that fixed performance at the source as well as moving the reports.

How it fits together

  1. Crystal ReportsLegacy
  2. Report assessmentSources and dependencies
  3. Optimised queriesSQL Server
  4. SSRS reportsRedesigned
  5. Trained usersSelf-sufficient
01

Database optimisation

Analysed the database structure and optimised queries for faster retrieval.

02

Scalable architecture

Designed an SSRS architecture that performs well as data grows.

03

User-centric design

Made it easier for users to design, modify and manage reports.

04

Seamless integration

Integrated SSRS with SQL Server for real-time data access.

03 · Delivery

How we delivered it

  1. 1

    Evaluate

    Assessed existing reports, data sources, dependencies and structures.

  2. 2

    Optimise

    Restructured and optimised the complex queries.

  3. 3

    Redesign

    Rebuilt the reports in SSRS using modern design principles.

  4. 4

    Train

    Trained users to generate and manage reports in SSRS.

04 · Results

What changed

Faster reports

Drastically shorter report generation times and quicker decisions.

Room to grow

The SSRS setup handles heavier workloads as the firm grows.

Empowered users

Staff create and modify reports more easily.

Real-time insight

Integration with SQL Server gives timely access to data.

05 · Technology

Built with

  • SSRS
  • Crystal Reports
  • SQL Server
  • Query optimisation

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