Business Intelligence Solution For Due Diligence Firm
About Client
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 with 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.
The client has its own web application as their product in which they have embedded some Tableau analysis to monitor assets and fund managers.
Key Challenges
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
Our Solution
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 dashboards, etc. These dashboards are then embedded seamlessly into their web application
Redirection to another dashboard on clicking the 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
Screens
Similar Project Idea?
We have helped a number of global clientele with our analysis and reporting services to drive better performance based on data.
Technologies & Tools
Our Process
Research/Analysis
Our detailed and accurate research , analysis, and refinement leads to a comprehensive study that describes the requirements, functions, and roles in a transparent manner.
Design
We have a team of creative design experts who are apt at producing sleek designs of the system components with modernized layouts.
Coding
Our programmers are well versed with latest programming languages, tools, and techniques to effectively interpret the analysis and design into code.
Testing
Quality is at the helm of our projects. We leave no stone unturned in ensuring superior excellence and assurance in all our solutions and services.
Launch
We have a well-defined, robust, and secure launch criteria that offers us a successful implementation clubbed with detailed testing, customer acceptance and satisfaction.
Business Benefits
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
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