“For our client ”SGMA” (the BANK “Société Générale Marocaine des Banques”) we developed a Business Intelligence system allowing to consult dashboards with key performance indicators to track capital market performance tendencies and activity.

The project went on for 3 years, in which we had meetings with stakeholders to understand their needs, we defined the project scope with the teams already in place. That led to drafting the requirements of SGMA.

The next step is the development of the tool that later on went through a business acceptance phase. For SGMA we worked with the customer on change management to finally implement the project.

Thanks to a new algorithm and to simple interfaces and BI solution, the aim is to collects, sorts and analyzes all the data of the Bank: transactions, Profits, Financial instruments profitability, customer base, etc.

The goal is to provide a live view of all the Bank’s key indicators, updated in real time. The BI solution needs to offer a complete and integrated dashboard, necessary for the management.
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“The first difficulty of the project was to be able to define in a clear way the dimensions on which it was necessary to base the solution in order to define the drill-downs of the BI system.

The time dimension, the cost dimension, the dimension of the types of assets and financial instruments, the dimension of the BUs that were included in the instrument’s valuation were all considered.

The second difficulty of the project was related to multiple and heterogeneous data sources, the third difficulty concerned the existence of different interlocutors (Threaders, Sales, Middle Office Managers, Front office managers)”

“The solution used to achieve the business objectives was Microsoft Power BI. It is a data analysis solution from Microsoft, it allows creating personalized and interactive data visualizations with an interface simple enough for end users to create their own reports and dashboards.

Power BI is a set of software services, apps, and connectors that work together to transform different data sources into visual, immersive, and interactive information. Multiple data sources can be used such as Excel files, SQL sources, or on-premises or cloud-based hybrid data warehouses.

The data is personalized and interactive with an interface simple enough for end users to create their own reports and dashboards. We could create the right dashboards requested, collect, construct and display data through indicators.
Through this solution we could animate interactive presentations which help decision-making.”

The solution allowed the client to zoom in and drill down on several dimensions using a multidimensional OLAP Cube and thus generate personalized reports

• Microsoft Power BI
• Dataflow
• Talend ETL