{"id":2989,"date":"2023-12-11T14:57:25","date_gmt":"2023-12-11T13:57:25","guid":{"rendered":"https:\/\/vision-business.consulting\/v1\/portfolio\/?p=2989"},"modified":"2023-12-26T18:08:53","modified_gmt":"2023-12-26T17:08:53","slug":"development-of-global-dashboards-with-key-performance-indicators-for-sgma-2","status":"publish","type":"post","link":"https:\/\/vision-business.consulting\/v1\/portfolio\/development-of-global-dashboards-with-key-performance-indicators-for-sgma-2\/","title":{"rendered":"Development of global dashboards with key performance indicators for \u00a0\u00bbSGMA’"},"content":{"rendered":"

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ABOUT THE CLIENT<\/h3><\/div>
<\/span><\/div><\/div>[vc_empty_space height=\u00a0\u00bb20px\u00a0\u00bb][vc_column_text]Soci\u00e9t\u00e9 G\u00e9n\u00e9rale is one of the major Banks in Morocco, has been operating in Morocco for more than a century and is resolutely committed to a long-term and sustainable development strategy, conducted to serve the national economy, to contribute to the country\u2019s growth and to support the dynamics of bank penetration.
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PROJECT OVERVIEW<\/h3><\/div>
<\/span><\/div><\/div>[vc_empty_space height=\u00a0\u00bb20px\u00a0\u00bb][vc_column_text]For our client \u00a0\u00bbSGMA\u00a0\u00bb (the BANK \u201cSoci\u00e9t\u00e9 G\u00e9n\u00e9rale Marocaine des Banques\u201d) we developed a Business Intelligence system allowing to consult dashboards with key performance indicators to track capital market performance tendencies and activity.
\nThe 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.
\nThe 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.
\nThanks 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.
\nThe goal is to provide a live view of all the Bank\u2019s 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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TECHNICAL DIFFICULTIES<\/h3><\/div>
<\/span><\/div><\/div>[vc_empty_space height=\u00a0\u00bb20px\u00a0\u00bb][vc_column_text]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.
\nThe 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\u2019s valuation were all considered.
\nThe 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)
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THE SOLUTION<\/h3><\/div>
<\/span><\/div><\/div>[vc_empty_space height=\u00a0\u00bb20px\u00a0\u00bb][vc_column_text]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.
\nPower 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.
\nThe 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.
\nThrough this solution we could animate interactive presentations which help decision-making.
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KEY BENEFITS<\/h3><\/div>
<\/span><\/div><\/div>[vc_empty_space height=\u00a0\u00bb20px\u00a0\u00bb][vc_column_text]The solution allowed the client to zoom in and drill down on several dimensions using a multidimensional OLAP Cube and thus generate personalized reports
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TECHNOLOGY<\/h3><\/div>
<\/span><\/div><\/div>[vc_empty_space][vc_column_text]Microsoft Power BI
\nDataflow
\nTalend ETL
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