As a part of the project, it was necessary to develop a single place of truth – corporate data warehouse, which would combine all the historical data and data of all accounting systems of the bank, as well as to implement a loan pipeline and CRM. It is the first project of such a scale in the country of the customer. Our team took part in setting up and implementing the corporate data warehouse and was engaged in the implementation of analytical reporting.
Goals and tasks
- Ensure transparency of citizens' applications processing for banking services;
- Reduce formation period of financial reporting;
- Ensure correct data integration across clients from different systems;
- Provide an opportunity for responsible employees to notice and react to critical situations in time;
- Reduce the influence of human factor on information used while making strategic and management decisions.
As part of the project, JET BI team made:
- Setting up integration between third-party systems and SAP BW in terms of data extraction through SAP Data Services;
- Optimization of the existing in corporate data warehouse ETL-processes;
- Implementation of time-dependent relationship of account numbers, contract numbers and interest rates;
- Implementation of 7 forms to enter planning and forecast data;
- Creating SAP BO corporate reporting on the company's main sectors – loans, investments, deposits, risks.
- Successful implementation of more than 50 analytical reports and about 10 dashboards. Currently the main consumers of the corporate data warehouse information are top managers of the bank, as well as representatives of the branch network. The results of the project:
- Availability of bank products for the population has increased, including in remote regions of the Republic;
- Processing time for customer requests has reduced;
- Conditions for granting loans to the population have been improved;
- Information transfer from over 220 data sources from various source systems has been set up: SAP CRM, automated banking system NCI, SWIFT, PegaSystems and others;
- Loan applications processing has been automated.
Advantages of JET BI
- Unique technical expertise and experience in Business Intelligence tools;
- High quality thanks to the efficient QA processes and the transparent handling of bugs enhancement applications;
- Bureaucracy minimum;
- Adjustment to the client`s internal processes, challenges implementation with regard of the specific of the business processes;
- High level of employees’ motivation.