
PUBLIC SECTOR
This task was previously handled by several employees, which was time-consuming, resource-intensive, and prone to errors.
Customer's Field of Operation: The client specializes in commercial capital financing and supports both public and private investments. Each month, they collect financial indicators from various financial institutions.
Reasons for Change: Every month, the company had to process dozens of Excel spreadsheets, each containing at least 50 columns. They compare the data received from banks based on certain criteria. This task was previously handled by several employees, which was time-consuming, resource-intensive, and prone to errors. They sought a solution to simplify their work and ensure more precise data control with valuable outputs for further reporting. They needed a data visualization tool which they had not used before.
Solution Proposal and Implementation: Thanks to the use of Tableau Prep, which is part of the Tableau Creator license, we were able to sort and consolidate data from various sources. By transferring, cleaning, and migrating data into Tableau, we enabled detailed reporting and an overview of recorded data.
Current Use and Practical Application of Our Solution: The client now has a clearer, interactive system of reports and dashboards. They can easily evaluate data concerning individual banks to determine if they meet loan criteria or not. Reports are generated automatically, quickly, and always with relevant data. The time previously spent by the team on data processing and editing can now be devoted to other tasks.