Digital Maturity Assessment for a Financial Company

The project is about developing a Power BI based software application for a popular financial firm that offers clients the critical financial tools needed to enhance lives and create a financially inclusive world with economic access to all. It works to empower clients, businesses and communities that are overlooked by the global financial system, by funding and growing companies to meet their financial needs.

The client was keen to design and develop a business intelligence solution that includes pre-programmed dashboards for different partners that are automatically updated as the data enters the system from a pre-installed Lime Survey plug-in. They wanted outcome from their Lime Surveys with an interactive manners to enable digitization and expansion. They wanted to embed the dynamic dashboards to a live website so users can interact with but not modify or view individual data.

Key Components of Power BI Dashboard

• Digital maturity assessment survey
• Product impact assessment
• Global aggregated view using data collected from surveys
• Trends and patterns through charts and tables
• Filter / show data using selected criteria
• Compare against historical data collected from previous survey periods
• Display respondent information such as the number of responses received, by gender, geography, partner, etc., and total number of responses for each visual
• Embedding dashboards with the website for user interaction