About the Customer
The client belongs to an industry that caters to due diligence and monitoring of assets and fund managers. Since over 50 years, the client is backed by top management professionals working some of the leading global financial software companies.
They offer a flexible and automatic assessment of funds which includes due diligence questionnaire engine, automatic flexible responses, research and reviews management, workflows, and analytics.
Client has its own web application as their product in which they have embedded some Tableau analysis to monitor assets and fund managers.
There is a large chunk of data that gets generated as the activities move on. The main challenge was to garner a better performance of the loading of dashboards that have complex visualizations and that handle a large amount of data in the optimal time.
Showcasing the following in the complex dashboards/reports was a challenge:
- User-specific data visualization
- Analysis using dynamic parameters passed from the web app using embedded analytics
- Dashboard navigation/loading with clicks only
Looking at the challenges of the client, SPEC INDIA helped by offering them a comprehensive BI solution with the best analytical tools.
Our solution was based on Tableau as the main technology and showcased the following features:
- Hosting Tableau Server and Microsoft SQL Server (Amazon EC2 – Amazon Elastic Compute Cloud)
- 11 different types of dashboards, important of them being activity tracking management, review and finding dashboard, etc. These dashboards are then embedded seamlessly into their web application.
- Redirection to another dashboard on clicking chart option, opening it within the same web page using dashboard actions
- Implementation of logic to show the visualization of a user’s data to maintain security and data privacy
- Optimization process to increase the performance of all dashboards
Tools & Technologies
- Effective and well-optimized dashboards with rich graphical user interface (GUI)
- Realtime status of assigned user activities
- Maximizes efficiency level of assessment processes
- Efficient monitoring of submission and completion range of questions
- Easy tracking of progress of managers in different stages
- Flexible management of reviews and issues based on different criteria
- A quick analysis of managers’ responses