BFSI - Application development for a National Mortgage Lender

Engagement Details

Primary Operations: USA

Associated since:
July 2015 – June 2016

Service Type:
Application development & maintenance

Service Model:  
Professional services

Status: Completed

Methodology: Agile

Scope/Challenges/Key objectives

 Business Case:

The customer was looking to provide dashboards to their executives through which business performance can be monitored effectively. Data was distributed across different sources and needed to be validated before it was used to generate necessary reports and dashboards. KPIs, identified as a part of business goals, were to be derived using existing data assets and incorporated into the dashboards.


  • Data distributed across various database systems
  • Data quality is a concern
  • Full-fledged BI implementation is not in the current scope
  • Under-utilization of software licenses
  • Data islands
  • No consolidated reports/dashboards for business monitoring
  • Manual procedures to prepare datasets required for reporting
Solution, Technical Environment, Benefits

Solution / Project Engagement:

  • Identifying the KPIs to be reported, calculation methods, and their sources
  • Building necessary data marts to fulfil reporting and dashboards requirements using existing software licenses of microsoft SQL server
  • Developing reports & dashboards provided by the customer, testing & deployment
  • Automating manual procedures using TSQL procedures, functions, triggers, etc.
  • Addressing the data quality concerns through automated procedures before loading data into data marts
  • Building master data repository using existing software licenses and eliminating data duplication


Technical Environment:

  • Microsoft SQL server with SQL & TSQL
  • Tableau
  • Python

0 Investment on software & hardware

Number of KPIs increased from 250+ to 3200+

Dashboards update rate is brought down to 15+ minutes from days

Manual procedure reduction by 90 %