Technology
Tableau
Industry BFSI
Platform Web Dashboard
CapabilitiesData Storytelling Design Thinking
Our Client is a leading bank with many programs under their wealth management, retail banking, corporate banking functions. They spend a significant amount of time tracking each program by their budget, timeline and completion status. We developed a proprietary program tracking web dashboard called Top 20 Program Radar, which eradicates scope of manual effort and error.
Challenges
- Traditional time-consuming tracking on a PPT slide led to reporting inaccuracies and misreporting of milestone start and end dates.
- Manual intervention created scope of doubt about the data quality of the tracker.
- Manually ensuring data accuracy as well as maintaining the look and feel of the slides was a tedious task.
- Inconsistent format and cluttered reporting
Solution
Our solution enabled the following capabilities to address customer challenges :
- Interactive and seamless interface that accelerated the decision-making process
- Top 20 Program Radar lists the top 20 programs under the hierarchy of business functions, along with their milestone dates, 3-month rack status, budget and more
- Shows program names and owners along with the duration of each milestone cleverly represented within the program bubble itself
- Less is more. Only the programs with a RED status now have highlighted narrations on reasons for why it is lagging behind
- The web dashboard provides a single source of truth, for all functions within the bank to refer to regarding their program statuses
Reduced time to Insight
Reduced maintenance and cost ffforts
Profit in program budget handling
Data security at all levels