Empowering smarter decisions on technology spend
MagicOrange democratizes data exploration with Databricks AI/BI Genie
Cost savings by choosing AI/BI Genie over alternative GenAI tools
Ability to deliver insights from data

MagicOrange empowers enterprises to optimize technology spend and derive actionable insights from vast and complex datasets. Since adopting Databricks’ AI/BI Genie, MagicOrange has transformed their operations, enabling real-time, natural-language querying for both internal teams and clients. This has reduced report generation times to minutes and saved the company hundreds of thousands of dollars annually by eliminating costly legacy tools. With Genie’s advanced analytics and Databricks’ robust security and scalability, MagicOrange is unlocking new levels of innovation, setting the stage for future advancements in AI-driven insights.
Outdated workflows and growing datasets strain IT expense analysis
MagicOrange is a cloud-native enterprise IT financial management company dedicated to helping organizations, particularly in financial services, optimize their technology spend. By providing clarity and efficiency in correlating IT, shared services and divisional costs with business activities, MagicOrange empowers clients to make better investment decisions and improve profitability.
MagicOrange leverages the Databricks Platform for both customer-facing and internal use cases, transforming how they handle vast and complex datasets. Clients rely on MagicOrange for real-time answers to challenging questions about monthly expenses, cost trends and variances. “Our clients face constant demands for timely financial insights, and MagicOrange ensures they can confidently answer stakeholder questions with accurate data,” Michael Brennan, CTO at MagicOrange, said.
MagicOrange serves enterprises managing terabytes of data per customer, spanning hundreds of billions of rows across all clients. Their solution enables users to query and explore these massive datasets efficiently, particularly for expense analysis and cost optimization. Internally, MagicOrange uses Databricks to support data engineers and analysts in building advanced analytics pipelines and exploring curated datasets. “With our move to Databricks, we can finally scale our data processing and uncover new insights without the bottlenecks of legacy systems,” Bhushan Tambatkar, Azure Architect at MagicOrange, shared.
What were the challenges? Before adopting Databricks SQL and AI/BI Genie, MagicOrange faced the challenge of scaling processing and storage capabilities to handle massive customer data volumes while controlling costs. They also sought a platform that could seamlessly integrate a natural conversational experience, enabling self-service analytics while enhancing their existing embedded analytics offerings.
Relying on technical teams for data queries and analytics often made it challenging for users to access the insights they need quickly. Additionally, managing the sheer scale of data — terabytes per customer — while maintaining security and efficiency was a growing challenge. Bhushan noted, “Building a scalable, secure and cost-effective solution for advanced analytics required us to rethink our entire approach.”
Using conversational prompts for real-time insights with AI/BI Genie
To overcome the challenges of running generative AI on complex financial data at scale, MagicOrange leveraged Databricks’ AI/BI Genie as a critical component of their solution. This modern self-service analytics tool enables MagicOrange to streamline financial processes, scale operations and empower both internal teams and customers with advanced data capabilities.
AI/BI Genie transformed how MagicOrange delivers value by providing a seamless, real-time interface for nontechnical users to query large datasets and address customer needs. The tool enables users to ask complex financial questions in natural language and receive accurate, actionable insights — without requiring analytical tool experience. According to Michael, “AI/BI Genie has filled a frustrating gap for our clients. It allows them to respond to unanticipated financial questions in real time, even during high-stakes meetings. With just a few prompts, they can dive into their data, uncover trends and share insights immediately.”
Internally, Genie simplifies self-service data exploration and helps MagicOrange’s teams build pipelines and analytics models faster. “With Genie, we’ve eliminated the need for cumbersome multi-tool solutions,” Bhushan shared. “Now, our engineers and analysts can interact with datasets directly, cutting through complexity to focus on delivering impactful analytics.”
Security and governance are critical for an enterprise IT financial management company. MagicOrange relies on Unity Catalog to ensure stringent access controls and compliance with data security standards. According to Bhushan, “The combination of AI/BI Genie and Unity Catalog gives us the confidence that sensitive financial data is managed with the highest level of security.”
Delta Sharing provides MagicOrange with a powerful mechanism for sharing data securely and efficiently with customers. By eliminating the need to copy or sync datasets, this feature simplifies collaboration while maintaining data integrity. “Sharing data securely across platforms is often fraught with challenges,” Michael said. “Delta Sharing has removed barriers and made the process remarkably straightforward.”
Databricks SQL serverless compute capabilities allow MagicOrange to scale analytics workloads efficiently, reducing operational overhead. This flexibility supports their mission to provide customers with instant insights, regardless of the complexity or size of the datasets. Bhushan emphasized, “Serverless compute has elevated our ability to go to market faster, allowing us to deliver results without the delays of provisioning infrastructure.”
Saving hundreds of thousands of dollars while accelerating innovation
By migrating their operations to Databricks, MagicOrange has accelerated their journey of consolidating disparate tools into a single, cohesive platform. This unification has empowered their teams to work smarter and helped their clients achieve clarity in IT financial management. “Databricks has become a core part of our ability to enable technology and finance executives to interact with their data in meaningful ways,” Michael remarked. “It’s a modern data intelligence platform that aligns perfectly with our mission.”
By leveraging AI/BI Genie as their core analytics tool, MagicOrange has realized transformative business outcomes. These include significant cost savings, enhanced efficiency and new opportunities for innovation. The platform’s scalability and flexibility continue to support MagicOrange’s ambitious goals, driving better insights and faster decision-making across their operations.
The switch to AI/BI Genie has saved MagicOrange hundreds of thousands of dollars annually, particularly when compared with traditional solutions like GPT-4. “Using solutions like GPT-4 for accurate financial queries was prohibitively expensive,” Bhushan explained. “For example, generating advanced queries with other generative AI (GenAI) tools was increasingly cost prohibitive, and scaling that for an enterprise could quickly escalate into hundreds of thousands of dollars annually. With Databricks, we’ve eliminated those costs while maintaining exceptional accuracy.”
After implementation, performance and response times improved significantly, exceeding expectations and delighting both the MagicOrange engineering team and their customers. This shift has empowered MagicOrange’s teams and customers to work smarter, not harder. According to Bhushan, “With the AI/BI and serverless capabilities, our developers are more productive than ever. This agility allows us to bring innovations to market much faster.”
MagicOrange’s partnership with Databricks has not only solved their immediate challenges but also laid the groundwork for sustained innovation. By reducing costs, accelerating insights and empowering users, Databricks enables MagicOrange to deliver on their mission of providing clarity and efficiency in IT financial management. Looking ahead, the company is poised to continue leveraging cutting-edge technologies to stay ahead in a rapidly changing industry. MagicOrange plans to integrate AI/BI Genie more deeply into their product offerings, enabling customers to generate insights and dashboards with greater autonomy while exploring advanced GenAI capabilities like interactive chatbots and intelligent documentation within the same platform.