A Streamlining Operations with a Centralized Dashboard and Business Intelligence Solution for a Community Banking Leader

Case Study

Introduction

The Community Banking Leader faced a challenge in efficiently managing operational data to minimize potential outages. They needed a centralized dashboard and business intelligence solution to monitor their environment and ensure smooth operations proactively.

Problem

Lack of a centralized dashboard and business intelligence solution for proactive operational data.
Increased risk of potential outages and delayed issue resolution.

Solution

People Tech collaborated with the client, leveraging their expertise in transforming operational data into actionable business intelligence
Developed a solution using proprietary tools and Microsoft BI.
Identified data sources and determined key questions to provide a proactive view of the environment.
Designed wireframes and whiteboard discussions for dashboard templates and data requirements.
Built the dashboard using People Tech WebTop and Microsoft Power BI for different user perspectives.

Result

Implementation of the centralized dashboard and business intelligence solution.
Proactive monitoring reduced potential outages and improved issue resolution
Holistic view of the environment with drill-down capabilities.
Differentiated data perspectives with People Tech WebTop and Microsoft Power BI.

Conclusion

The Community Banking Leader and People Tech collaboration resulted in a successful implementation of a centralized dashboard and business intelligence solution. The proactive monitoring capabilities enabled efficient issue resolution, minimizing potential outages. The dashboard provided a comprehensive view of the environment, allowing for targeted analysis and timely actions. Leveraging People Tech WebTop and Microsoft Power BI ensured diverse user perspectives. This case study showcases the value of a centralized dashboard in optimizing operations for community banking organizations.