BI Enablement: From Data to Decisions
Our Solution:
We architected and delivered a modern, platform-agnostic BI enablement solution to unify, clean, and visualize branch-level data across the country. Data pipelines were established for automated ingestion from core banking systems, CRM platforms, and operational data stores into a secure, cloud-based data warehouse.
The solution featured:
- Centralized Data Model for unified KPIs across all branches.
- Advanced ETL workflows capable of processing over 7 million entries of branch expenses and claims efficiently.
- Role-based dashboards tailored for branch managers, regional heads, and national leadership.
- Embedded analytics for seamless access via existing branch portals.
This BI environment allowed decision-makers to access real-time, trusted insights from anywhere, dramatically reducing reporting lag and improving operational transparency.
Business Impact:
- Reduced report generation time by over 80%.
- Enabled real-time KPI tracking for branches nationwide.
- Improved decision-making speed and accuracy at regional and national levels.
- Delivered a scalable BI framework ready for future analytics expansion.
- Enhanced transparency and control over branch-level expenses and claims.
Our Role & Execution:
- Conducted stakeholder workshops to define KPIs, expense tracking, and reporting needs.
- Designed the BI architecture and data workflows to support large-scale expense and claim data processing.
- Coordinated with developers and data engineers for solution implementation
- Created the Business Requirements Document (BRD) and Statement of Work (SoW) to define scope and delivery.
- Delivered training sessions to branch managers and leadership teams to drive adoption.
Technology Stack:
Business Intelligence Platform, Cloud Data Warehouse, ETL Framework, Core Banking Integrations
Keywords:
BI Enablement, Data Analytics, Reporting Automation, Expense Tracking, Banking Intelligence, Nationwide Branch Reporting
Client
Leading BFSI Institution
Industry
Banking & Financial Services
Solution Area
Business Intelligence, Data Analytics, Reporting Automation
Challenge
The client operated a nationwide branch network but lacked a centralized and intelligent reporting system. Branch’s financial data (Expense, Utility, etc) and operational KPIs were scattered across multiple legacy systems. Compounding the challenge, there were over 7 million entries across disconnected sources, making consolidation, analysis, and accurate reporting extremely difficult. This massive, fragmented dataset led to delayed insights, inconsistent metrics, and limited decision-making agility at both regional and national levels.
Our Solution:
We architected and delivered a modern, platform-agnostic BI enablement solution to unify, clean, and visualize branch-level data across the country. Data pipelines were established for automated ingestion from core banking systems, CRM platforms, and operational data stores into a secure, cloud-based data warehouse.
The solution featured:
- Centralized Data Model for unified KPIs across all branches.
- Advanced ETL workflows capable of processing over 7 million entries of branch expenses and claims efficiently.
- Role-based dashboards tailored for branch managers, regional heads, and national leadership.
- Embedded analytics for seamless access via existing branch portals.
This BI environment allowed decision-makers to access real-time, trusted insights from anywhere, dramatically reducing reporting lag and improving operational transparency.
Business Impact:
- Reduced report generation time by over 80%.
- Enabled real-time KPI tracking for branches nationwide.
- Improved decision-making speed and accuracy at regional and national levels.
- Delivered a scalable BI framework ready for future analytics expansion.
- Enhanced transparency and control over branch-level expenses and claims.
Our Role & Execution:
- Conducted stakeholder workshops to define KPIs, expense tracking, and reporting needs.
- Designed the BI architecture and data workflows to support large-scale expense and claim data processing.
- Coordinated with developers and data engineers for solution implementation
- Created the Business Requirements Document (BRD) and Statement of Work (SoW) to define scope and delivery.
- Delivered training sessions to branch managers and leadership teams to drive adoption.
Technology Stack:
Business Intelligence Platform, Cloud Data Warehouse, ETL Framework, Core Banking Integrations
Keywords:
BI Enablement, Data Analytics, Reporting Automation, Expense Tracking, Banking Intelligence, Nationwide Branch Reporting
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