Business Intelligence Tool
For a Asset Management company
CLIENT & PROBLEM STATEMENT
- The Indian subsidiary of the US based Top AMC was looking at automating the process of conventional MIS reports and also complicated data mapping issues .
- BI and Reporting tool replacing conventional excel reporting.
APPROACH
- The approach involved the automation of work replacing the manual tasks of mapping and joining files.
- The data was pulled from the R & T files in a replicated database and then ETLs were created to pull data in Narrator.
- The other task which was automnated was the mappping of broker codes and transactions which was a big pain point for the Client and the entire process was automated.
- The project involved configuring of reports and setting it up in reporting formats as required.
SOLUTION & OUTPUT
- Narrator was installed at their servers as the BI solution.
- Narrator tool now saves lot of time and efforts in sending the Daily, monthly and adhoc reporting required for the sales teams.
