dts.PNG LIMITED

Financial services

A clearer picture across the bank

Connecting executive, branch and operational reporting through interactive dashboards.

EXPERIENCEPartner ecosystem · supplied case study
CAPABILITYData, Analytics & AI
TECHNOLOGYTableau · Tableau Server · SQL Server

01 / THE STARTING POINT

The business challenge

A commercial bank held information across multiple business units. Manual reporting made it difficult to compare performance and explore the reasons behind a headline figure.

02 / THE RESPONSE

Connecting the pieces

A suite of Tableau dashboards brought key banking measures onto a central data foundation. Role-based access and user training helped different teams work with the information relevant to their responsibilities.

03 / THE DIFFERENCE

What changed

Leaders gained more direct access to performance trends, while business users could investigate detail without requesting a new static report each time.

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