The Challenge: Scattered Reporting Landscape
For a firm at the forefront of India’s financial services sector, the expectation was seamless access to insights—fast, accurate, and centralized. But behind the scenes, the reality was more fragmented.
Despite having invested in multiple Business Intelligence (BI) tools, the client struggled to derive a unified view of its data. Reports were scattered across disparate systems, making it difficult to consolidate insights that senior leadership, especially the Chief Financial Officer (CFO), depended on for timely and strategic decisions.
The issue wasn’t just technical—it was operational. Business users found themselves continually dependent on IT teams to generate reports or even add basic data columns to existing dashboards. The lack of self-service capabilities created bottlenecks, increased turnaround times, and diminished agility in responding to market dynamics.
As the client expanded its service offerings and clientele, the limitations of their current systems became a growing concern for the Chief Information Officer (CIO), who sought a scalable solution that could empower business users while ensuring data governance and integrity. What they needed was a single, integrated, and flexible BI platform—one that could offer a centralized reporting experience and support self-service analytics at scale.
