When sat for the first round of discussion, the client highlighted their struggles with monitoring and analyzing user engagement, marketing performance, and audience growth due to fragmented data spread across platforms like LinkedIn, ConvertKit, and Google Analytics. Key issues identified were:
Dashboard Migration and Enhanced Reporting
The bank was facing significant challenges with the functionality and integration of its existing Tableau dashboards. As their business grew and evolved, the dashboards no longer aligned with their needs. They lacked real-time data refresh capabilities, leading to delayed decision-making among stakeholders.
Visibility into HR and Recruitment Metrics
They also struggled with limited visibility into their HR and recruitment processes, making it difficult to optimize these areas effectively. Without actionable insights into HR metrics such as application volumes, rejection rates, and workforce stability, the bank was unable to make data-driven decisions to improve recruitment outcomes or strengthen its HR strategy.
Our team focused on migrating the client’s dashboards from Tableau to Power BI, improving reporting capabilities, and optimizing performance.
Our team took a structured approach to optimize data handling and reporting for HR and recruitment metrics, utilizing the following technical solutions:
Data Extraction (SQL, Excel)
We connected to SQL databases and Excel files to extract relevant data, ensuring comprehensive HR and recruitment metrics, including applications, qualifications, and workforce stability, were captured.
ETL (Extract, Transform, Load)
We used Power Query in Power BI and other ETL frameworks to clean, standardize, and transform the raw data into a usable format for accurate reporting and analysis.
Data Modeling
A relational data model was built within Power BI, linking tables with appropriate relationships and keys to ensure seamless and accurate data flow across all reports.
Visualization in Power BI
Our team developed interactive, real-time dashboards that visually represented key HR and recruitment metrics, such as application trends, rejection rates, and workforce stability KPIs, enhancing decision-making.
Deployment and Security
The dashboards were published to the Power BI Service for organization-wide access, with role-based access controls in place to maintain data security and compliance.
By switching from Tableau to Power BI, the client gained better reporting, deeper insights into HR and recruitment, and the ability to make data-driven decisions. Predictive analytics, real-time data, and interactive dashboards improved efficiency, optimized recruitment, and helped manage workforce trends. This solution offers immediate value while ensuring scalability for future business needs, positioning the client to navigate the banking industry with a more strategic, data-driven workforce management.
Financial Services & Banking
India
End to End Project Lifecycle Management
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Business Development Head
Discussing Tailored Business Solutions
