Our client is the IT department of a European retail bank and insurance company. They require future-proof financial reporting available to managerial levels of their organisation. To achieve these ambitions, we defined a new reporting framework together with our client, and implemented the necessary tools and processes on that foundation. It has led to a considerable reduced workload in the preparation of reports, freeing up time for value-added activities, increased flexibility in reporting as to gain more insights, and further autonomy for end-users.
The customer has inherited a patchwork of reports and related processes, and needed to be much more efficient and responsive moving forward. Being able to address swiftly future (and therefore yet unknown) needs is essential, and so is to improve the financial awareness throughout the IT organisation.
The client has a culture of decentralisation, meaning that different part of the organisation may have vastly different requirements and ways of working. In addition, end-users have very different backgrounds, meaning varying degrees of financial and technical acquaintance
We reviewed the existing reports and interviewed its end-users in order to define the right requirements for the management reporting, and, based on this, defined a framework and guiding principles relating thereto.
We set-up the technical solution using innovative and flexible tooling, as well as designed and implemented unobtrusive processes. We also set up interactive and visual dashboards and reports, with self-service abilities. Finally, we extensively documented the new tools and processes, and trained the end-users so that they be completely autonomous.