REFERENCES
How it was
The bank’s constantly increasing share of the financial services market also required the adequate development of support information systems. One of them was an outdated analytical and reporting system, which could no longer keep up with the requirements for flexibility and modern functionality. Based on the resulting set of defined requirements across the entire organization, the CREDITAS Bank finally decided to follow the path of the Tableau platform, which proved to be the most suitable for meeting most of the set goals. The Inekon Systems company started cooperating with the bank in 2019 as a licensor of the Tableau Software. Gradually, it developed its cooperation through training on individual products of this platform, assistance in the implementation of the entire system in the bank, assistance in creating individual dynamic dashboards and the implementation of professional workshops on various extensions on the bank’s own data. At the moment, the Tableau platform is the only reporting system in the organization.
Benefits
1.
Reasons to change
An outdated analytical and reporting system that could no longer keep up with the requirements for flexibility and modern functionality.
2.
Collection of
requirements
To select the most suitable reporting tool, we collected requirements from individual departments so that the selected tool would suit the entire organization.
3.
Gradual implementation
Intensive user workshops and training and subsequent cooperation with IS in creating dynamic dashboards.
4.
Connectivity
The Tableau system is now the only reliable reporting system in the entire organization and expert consultations continue on various Extensions for system development.
Ondřej Brom
Director of the ICT Development Department
Řešení reportingu na platformě Tableau nám přineslo možnost vytvářet reporty vlastními silami ve velmi krátkém čase, a to především vizualizaci těchto dat v reportech a přitom v uživatelsky přívětivé formě s možností filtrování koncových uživatelů. Díky novému systému můžeme nyní jednoduše sledovat chování našich klientů napříč bankou..
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