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Case 2:
Dashboard - Organizational Focus
| Industry |
Financial Services Back-office Processing |
| Size |
65 staff, 25,000 accounts, $10B assets
under administration |
| Department |
Operations |
Overview:
Client
needed to focus organizational attention on key operating
measures.
Issues:
Multiple
reports, different styles from multiple sources. Client was
spending several hours per week entering data, updating charts and
providing explanations for fluctuations in the metrics.
Jerts Solution:
Focused
organizational attention on an Excel-based dashboard that highlighted
key operating metrics and visually identified outliers, dynamically
updated charts and tables, automated attribution analysis, provided
time-series scrolling and drill-down to client-by-client level of
detail. Reduced preparation time from hours per week to
minutes per week.
Contact Us for more information
and to arrange a free
consultation. |
