Enabling Common Tiered Metrics Across Departments
Case Studies
Challenges & Solutions
Technical Environment
Results
Executive Summary
Client
National Mortgage Lender
Industry
Banking, Financial Services, & Insurance
Business Problem
This financial services client was looking to provide dashboards to their executives through which business performance could 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.
Outcome
Achieved automated data flow, improved data trust, and enabled confident decision-making through automated reporting solutions.
Challenges
- Data distributed across various database systems.
- Data quality concerns.
- Full-fledged BI replacement was not in the budget scope.
- Under-utilization of current BI software licenses – adoption issues.
- Data islands.
- No consolidated reports/dashboards for business monitoring.
- Manual procedures to prepare datasets required for reporting.
Solutions
Built master data repository using existing software licenses and eliminated data duplications.
- Identified the KPIs to be reported, calculation methods, and their sources.
- Built necessary data marts to fulfill reporting and dashboards requirements using existing software licenses for Microsoft SQL server.
- Developed, tested and deployed reports & dashboards requested by the customer.
- Automated manual procedures using TSQL procedures, functions, triggers, etc.
- Addressed the data quality concerns through automated procedures before loading data into data marts.
Technical Environment
- Microsoft SQL server with SQL & TSQL
- Tableau
- Python
Results
- KPI tracking and tiering across departments enabled in single set of dashboards.
- Improved data quality.
- $0 investment in new software licensing or hardware.
- Manual procedure reduction of 50%.
- Dashboard updates now available in 15 minutes vs days previously.