Techcombank BI Reports & Dashboards
Challenge
The client had difficulty managing massive volumes of transaction data due to little governance before. Managers also shoulder the burden of making real-time responses.
Additionally, they lacked resources with Power BI expertise to perform the migration.
Regarding the current situation, the reporting mechanism takes up to one month to deliver information to managers while data is still siloed.
The client had difficulty managing massive volumes of transaction data due to little governance before. Managers also shoulder the burden of making real-time responses.
Additionally, they lacked resources with Power BI expertise to perform the migration.
Regarding the current situation, the reporting mechanism takes up to one month to deliver information to managers while data is still siloed.
Solution
We implemented a two-way approach:
- Firstly, we executed a complete deployment of an on-premises Power BI Report Server. Our team of Power BI experts collaborated with the bank’s BI department to design centralized dashboards overseeing wealth management and retail banking products
- Simultaneously, we conducted Power BI training sessions for bank analysts, empowering them to efficiently manage their work independently in the future.
We implemented a two-way approach:
- Firstly, we executed a complete deployment of an on-premises Power BI Report Server. Our team of Power BI experts collaborated with the bank’s BI department to design centralized dashboards overseeing wealth management and retail banking products
- Simultaneously, we conducted Power BI training sessions for bank analysts, empowering them to efficiently manage their work independently in the future.
Results
Over 15 automated reports, updated weekly and easy to manipulate, convenient for monitoring and making decisions, are built. These reports are related to different areas of the bank, which include but are not Lending, KYC, and Wealth Management.
For example:
- Customer Feedback Report
- Lending Retail Report
- Wealth Management Report
Over 15 automated reports, updated weekly and easy to manipulate, convenient for monitoring and making decisions, are built. These reports are related to different areas of the bank, which include but are not Lending, KYC, and Wealth Management.
For example:
- Customer Feedback Report
- Lending Retail Report
- Wealth Management Report