Enhanced C-Suite Dashboards for Strategic Decision-Making in the Banking Sector
Case Studies
Challenges & Solutions
Technical Environment
Results
Executive Summary
Client
Bank
Industry
Banking, Financial Services, & Insurance
Business Problem
The customer aimed to develop a well-defined dashboard for their C-suite as part of their Decision Support System (DSS) enhancement. To achieve this, they sought services to review, analyze, and recommend the necessary KPIs and dashboards. The engagement involved evaluating existing BI assets to determine their adequacy and conducting a GAP analysis.
Outcome
- Provided KPIs tailored to C-suite requirements, including their derivations.
- Evaluated, modified, and developed Tableau dashboards to meet updated requirements.
- Coordinated with Data Warehouse and ETL teams to implement necessary changes for effective dashboard functionality.
- Developed and delivered the required Tableau reports and dashboards, improving decision-making capabilities.
Challenges
- The existing data assets could not be utilized effectively due to a lack of skillsets.
- The dashboards in place were insufficient for the C-suite, impacting decision-making.
- The developed BI assets were based on ad-hoc requirements and did not provide a comprehensive view of organizational needs.
- A performance review of the existing infrastructure was necessary.
Solutions
- A comprehensive study of the existing infrastructure was conducted, and the organization’s goals were listed and analyzed through a GAP analysis.
- Recommended KPIs were provided based on C-suite requirements, including their derivations.
- An evaluation of existing Tableau dashboards was performed.
- Modifications to the current dashboards and a list of new dashboards to be developed were documented.
- Coordinated with the customer's Data Warehouse (DW) and ETL teams to implement the necessary changes for the recommended dashboards.
- Developed and delivered Tableau reports and dashboards as required.
Technical Environment
- SAS Software (including SAS servers and clients).
- SAP Modules.
- Tableau.
- Microsoft SQL Server.
Results
- 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 %.
