Company Description: One of the leading Universal Bank with its operations driven by a cutting edge core Banking IT platform. The Bank offers personalized banking and financial solutions to its clients in the retail and corporate banking arena through its large network of Branches and ATMs, spread across length and breadth of India. Their experience in financial markets helped them to effectively cope with challenges and capitalize on the emerging opportunities by participating effectively in the country’s growth process.

Domain: Banking Sector
Current Data Landscape: The Data resides in Oracle.
Reporting Database: Microsoft Excel

Traditional Solution Model

Description: As described in the model, the Data has been stored in Oracle Server and the Admin team extracts the data, clean data and prepare in MS Excel. Business Analyst combines the data and create text reports and share with the Business Users.

Reports Description: Reports were made to evaluate operating cost across Region, Branches and Management.

Problem Statement:
1. Time Consuming- Daily creation of reports.
2. Manual efforts required from Admin team to extract, clean, prepare data daily and Business Analyst team to create reports and share with the end Business users.
3. Static excel reports,
4. Difficult to drill down to get the specific information, and
5. High turnaround time.

Tableau’s Approach For Solving Company’s Problem Statement:

Company can directly fetch the data from Oracle as Tableau maintains a direct connection with it, eliminating the
intermediate.

Tableau Solution Model:

Solution: To minimize the manual efforts and time the best possible solution is to implement Tableau Solution Architecture. Tableau Desktop connects with Oracle Server and easily able to create desired reports using data from database. Once the dashboards are developed, data automatically gets updated from the database. Further, the reports have been published onto the Tableau Server and mapped with the In-house portal of the company generating pdf’s by using tab command, where the Business Users can interact with the reports for every 15 days.
With Tableau Implemented Solution Business Analyst team able to:

  • To create reports using multiple data sources with row level security.
  • To publish reports and share with the business users via Tableau Server.
  • To restrict end users to access data as per their role.
  • To schedule subscription to receive reports screenshots in the mail.
  • To automate reports generate screenshots for hundreds of end users via Tabcmd utility.

Dashboards Prepared For Company

1. Operating Expenses Dashboard at Regional Level:
This dashboard gives the information about the movement of amount spend within the target limit or exceeding the target limit at Regional/Branch level with respect to Year, Quarter and Month.
End User:

  • Board of Directors,
  • CEO,
  • COO and
  • Regional and Branch heads.
KPI’s and metrics, the end user are interested in:

  • Amount
  • Target
  • Category
  • Branch ID Detail
2. Operating Expenses Dashboard at Branch Level:
This dashboard gives the information about the movement of amount spend within the target limit or exceeding the target limit at Branch level with respect to Year, Quarter and Month.
End User:

  • Board of Directors,
  • CEO,
  • COO and
  • Regional and Branch heads.
KPI’s and metrics, the end user are interested in:

  • Amount
  • Target
  • Category
3. Operating Expenses Dashboard at Management Level:
This dashboard gives the information about the movement of amount spend within the target limit or exceeding the target limit at each management level with respect to Year, Quarter and Month and Operating heads.
End User:

  • Board of Directors,
  • CEO,
  • COO and
  • Regional and Branch heads.
KPI’s and metrics, the end user are interested in:

  • Amount
  • Target
  • Category
  • Operating heads
4. Operating Expenses Dashboard at Outsourcing Level:
This dashboard gives the information about the Account level amount spend within the target limit or exceeding the target limit with respect to Year, Quarter and Month.
End User:

  • Board of Directors,
  • CEO,
  • COO and
  • Regional and Branch heads.
KPI’s and metrics, the end user are interested in:

  • Amount
  • Target
  • Account Name
  • Account Description

RESOURCES:

Tableau Desktop Trial Version:
https://www.tableau.com/partner-trial?id (14 days trial version)
Goldstone Technologies Limited:
https://www.goldstonetech.com/
Tableau:
https://www.tableau.com/

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