BFSI - Business Intelligence for a US bank

Engagement Details

Primary Operations: USA

Associated since:
Aug 2017 – Oct 2017

Service Type:
Development and implementation

Service Model:
Professional services

Status: Completed

Methodology: Waterfall

Scope/Challenges/Key objectives

Business Case:

The customer wanted to build a well-defined dashboard for their C-suite as a part of their DSS enhancement. To achieve this, customers are looking for services to review, analyze, and recommend on the required KPIs and dashboards. As a part of the engagement, the existing BI assets evaluation in terms of sufficiency is to be reported along with the GAP analysis.


  • Unable to utilize the existing data assets due to lack of skillsets
  • The existing dashboards are insufficient for the C-suite impacting decision making
  • The developed BI assets were based on the Ad-hoc requirements and not having a full-view of the organizational requirements
  • Performance review to be done on the existing infrastructure
Solution, Technical Environment, Benefits

Solution / Project Engagement:

  • A complete study of the existing infrastructure was done. Listed the goals of the organization and does a GAP analysis
  • Recommended the list of KPIs based on the C-suite requirements along with their derivations
  • A study of existing tableau dashboards was done
  • Modifications to the existing dashboards and list of new dashboards to be developed, were documented
  • Co-ordinated with customers DW & ETL teams to make changes as needed for recommended dashboards
  • Tableau reports/dashboards were developed and delivered as required

Technical Environment:

  • Tableau

More than 30 % impact on C-suite decision making

KPIs increased from 500+ to 3700+

Number of dashboards increased from 7 to 18

Performance improvement of 37 %