When sat for the first round of discussion, the client highlighted their struggles with the lack of proper data infrastructure and challenges in its reporting systems among stakeholders. Key issues identified were:
Manual and Inefficient Data Processes
The client struggled with repetitive, time-intensive manual data handling. This led to frequent delays in generating reports, increased the risk of errors, and disrupted the decision-making process due to untimely and unreliable data.
Disconnected Data Sources
A lack of integration between various data sources caused inefficiencies. Critical data required for accurate reporting was fragmented, making it difficult to process and manage holistically.
Challenges in Report Automation
Tasks like report template management, repetitive data extraction, and manual PDF account handling were not only time-consuming but prone to errors, significantly impacting productivity and precision.
Data Security and Centralization Needs
The absence of a centralized and secure data repository made it challenging to store, retrieve, and safeguard critical information.
The project involved five stages of solution designed to address the client’s challenges effectively and ensure improved operations and profitability. Our team of data engineers assigned to the project:
Data Extraction and Preparation
Extracted raw data from SQL databases, performed transformations, and ensured consistency and accuracy.
Centralized Data Repository
Integrated multiple data sources into a unified repository for seamless analysis.
Automation Framework
Set up automated pipelines for data consolidation from SQL and Excel.
Dashboard Development
Imported processed data into Tableau, creating interactive dashboards tailored to the client’s KPIs.
Deployment and Updates
Published dashboards to Tableau Server, enabling secure, on-demand access.
Scheduled Maintenance
Configured automated data refreshes, ensuring dashboards remain current and relevant.
By implementing this centralized data architecture in place, today, the client seamlessly manages growing data volumes and evolving reporting needs, distributing automated reports directly to subscribers—an achievement that not only simplifies operations but strengthens their value proposition in the competitive investment advisory landscape.
Investment
North America
End to End Project Lifecycle Management
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