Raiffeisen South Tyrol would like to make greater use of data for well-founded business decisions, but is encountering significant limitations in its analysis and planning options.
Important processes are based on Excel, which allows neither historization nor trend evaluations and severely restricts flexibility.
At the same time, heterogeneous data sources make consistent use difficult. In order to close these gaps, Raiffeisen decided to use Power BI and to design and implement it with our help.
How can sales and customer data be analyzed more efficiently in order to make better decisions?
How can heterogeneous data sources be brought together in a central, user-friendly reporting solution?
How can a self-service BI culture be established so that employees can carry out analyses independently?
The most important reporting requirements and key figures are defined in a workshop with the specialist departments so that the dashboards are tailored specifically to the bank's needs.
The relevant data sources (e.g. securities account, investment and customer data) are prepared, merged and consistently made available for use in Power BI.
The first interactive dashboards are created on the basis of this data, supplemented by security mechanisms such as row-level security so that every user only sees approved data.
The go-live of the sales reporting system is accompanied by training courses that teach employees how to use the dashboards safely and independently.
Further topic-specific dashboards will follow, and coaching formats, templates and exchange channels will be established in parallel in order to build a self-service BI culture in the long term.
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