Efficient financial reporting with Tableau dashboards

Finance Company

Our client is a German financial institution based in Frankfurt. The company is a central organ of monetary policy and plays a decisive role in the national and European financial sector. A tableau-based reporting system was set up to optimize internal reporting and monitoring.

Customer situation

  • Previous reporting system was characterized by high time requirements and manual nature
  • Efficiency and timeliness of reporting was severely impaired
  • Compilation of key figures from different data sources, based on heterogeneous technological platforms
  • Integrated, standardized business intelligence system was not available
  • This made holistic data analysis and processing difficult

Procedure

  • M2 conducted a thorough analysis of the existing system landscape to accurately assess the situation
  • Installation of the Tableau server on-premise with staging
  • Connection to existing heterogeneous data sources and systems and complex authorization management
  • Adaptation to reporting requirements, integration of initial data sources and creation of initial dashboards by M2
  • Accompanying employee training to ensure seamless and effective system integration
  • Comprehensive consulting and supervision regarding visual design
  • Creation of dashboard templates with consideration of corporate identity and design, accessibility and development guidelines
  • Continuous data engineering and dashboard development for internal departments and users

Project result

  • An automated and dynamic reporting system was established through the introduction of Tableau
  • Data analysis and monitoring has been made more efficient and agile
  • Tableau implementation significantly reduces the time required to create reports
  • Report adjustments and ad-hoc analyses can be implemented flexibly and quickly with Tableau
  • Tableau Server efficiently provides a large number of internal users with relevant key figures and enables live monitoring

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