Development of an Advanced Self-Service Business Intelligence Reporting System

The client’s existing reporting system offers basic data modeling but lacks ease of visualization, user-friendliness, and flexibility. Involving development specialists for modifications hampers agility, and current interfaces are not visually engaging, limiting effective data insights for employees and external users.

A mid-sized loan servicing company seeking to enhance data management and reporting capabilities to provide flexible, intuitive dashboards for internal and external stakeholders.

• Implement a new self-service BI reporting platform that addresses current gaps in functionality and visualization.
• Eliminate the need for extensive development involvement in routine report modifications.
• Deliver intuitive, visually appealing dashboards enabling real-time operational decision-making.
• Support export in various formats (PDF, CSV, Excel), bookmarking, sharing, and report building features.
• Ensure scalability for multiple concurrent users and large data volumes.

• Interactive and customizable dashboards with visual elements
• Data export options in PDF, CSV, and Excel formats
• Bookmarking, sharing, and collaborative report building capabilities
• Embed dashboards within existing applications as a single point of entry
• Role-based row-level and column-level security
• Support for large data volumes with performance optimization
• Compatibility with existing data sources and data warehouse structures
• Support for creating, applying, and sharing bookmarks and profiles
• Integration of custom visualizations and data modeling tools

• Existing data warehouse and source systems for data ingestion
• Tools supporting real-time data synchronization
• External authentication and security systems

• System scalability to support increasing user base and data volume
• High performance with minimal latency during data visualization and export
• Robust security, including role-based access control and data protection
• High availability and reliability with load testing to handle concurrent users

The new BI reporting system will provide a user-friendly, flexible platform that delivers immediate insights through real-time dashboards. This will reduce dependence on development for routine reporting, improve visualization quality, and facilitate faster operational decisions, ultimately enhancing business agility and growth potential.