Visualization and Analytics Portal for Fintech Software Firm
Client’s Business Goals
They were keen to design and develop a business intelligence solution that can integrate seamlessly with a huge amount of data and offer an end-to-end set of reports and dashboards that can show user-specific data visualization.
Business Challenges
The client was finding it difficult to come up with a set of reports and dashboard that has complex visualizations, a huge amount of data and can load easily in optimal time. Getting user-specific data was getting tough along with showing detailed analytics with dynamic parameters passed from web applications using embedded analytics.
Our Approach
Looking at the challenges faced by the client, SPEC INDIA followed the standard model of development that includes research and analysis, development, design, testing and deployment to develop the product. We designed and launched the BI reports and dashboards, after identifying and researching on various modern methodologies.
Technical Solution
SPEC INDIA understood the requirements and recognized the challenges faced by the client. The client offers 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. We offered an end-to-end business intelligence solution with the best of analytical tools, seamlessly integrating with the client’s web application. Our solution was crafted by leveraging some of the salient features of Tableau. We have used Amazon EC2(Amazon Elastic Compute Cloud) for hosting Tableau Server and Microsoft SQL Server.
Key Inclusions
Dashboards like Activity Tracking Managers reviews and findings dashboard in Tableau, published on Tableau Server and later embedded on the client’s web application
Redirection to another dashboard on click to Chart and opening it within the same webpage using dashboard actions
Logic to show visualization with the current user’s data only for maintaining data privacy
Amazon EC2(Amazon Elastic Compute Cloud) for hosting Tableau Server and Microsoft SQL Server
Performance optimization to increase the performance of all dashboards
Files Dashboard Analysis (by asset, type, manager, month, product, status etc.)
Findings Analysis (ratings, asset class, status, category, date, Finding type etc.)
Portfolio Reporting – Findings/Activities
Product Data Analysis
Review Analysis
Screens
Do You Want To Make Data-Driven Decisions For Your Project?
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 well-defined, robust, and secure launch criteria that offer us a successful implementation clubbed with detailed testing, customer acceptance, and satisfaction.
Business Benefits
Optimal performance of dashboards with complex visualization
User-specific, effective, and well-optimized visualization and dashboards
Efficient monitoring of submission and completion range of questions
Flexible management of reviews and issues based on criteria
Easy to keep track of managers’ progress in various stages of process
Enriched graphical user interface (GUI)
Real-time status of assigned activities of users
Maximized efficiency of the assessment process
Quick analysis of the manager’s response
Let’s get in touch!
India
SPEC House, Parth Complex, Near Swastik Cross Roads, Navarangpura, Ahmedabad 380009, INDIA.
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+91-79-26404031, 32-33-34 -
[email protected]
