Development of a dashboard for the credit use case

Data Management

1 Architect, 1 Sr Business Analyst, 1 Data Engineer, 1 Sr Data Analyst

Intuitive Interface

with a well thought-out UX/UI design

Common Dashboard

for credit activities

Efficient Management

of various subsidiaries

CHALLENGES

Having set up the centralized data platform containing central banking system data from all 15 banking subsidiaries, the customer wishes to execute a series of use cases to extract value from the platform.
The first use case concerns credit activities, requiring a common dashboard for the various subsidiaries to manage their activities.

SOLUTION

Business workshops: Organization of workshops to define appropriate metrics, business rules and KPI selection.
Data modeling: Creation of data models and multidimensional cubes.
Data dictionary and glossary: Development of a data dictionary and business glossary.
UX/UI workshops: Organization of UX/UI workshops to improve user experience with Power BI.
User configuration: Configuration of users and access rights for each profile/geography.
Dashboard implementation: Implementation of a Power BI dashboard.

BENEFITS

Intuitive Interface: An intuitive interface with well-thought-out UX/UI.
Common Credit Management: A common dashboard for credit activities, homogenizing KPI readings across all subsidiaries.
Efficient Central Management: Solution BI facilitated more effective central management of the activities of various subsidiaries, speeding up the activity management process.