Research Objective

• A leading bank in the USA needed real-time reporting to enable pro-active, strategic business decisions for a range of audiences in their credit card portfolio.
• The original reporting process resulted in more than 200 pages of metrics and charts, a time-consuming and highly detailed, error prone task for analysts.

Scope & Methodology

• A process that incorporated real-time automation and that used existing software was designed.
• With a combination of routines and systems, the manual report generation process was converted almost entirely to an automated process.

Value Delivered

• The client did not need to make incremental investments in tools. More importantly, the time required by analysts to create quarterly reports was reduced by more than 95%.

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