Creation of motivational reporting for the branch network

acterys, Data science a AI, microsoft fabric

Česká spořitelna

Česká spořitelna is the bank with the longest tradition and the largest number of clients on the Czech market. Since 2000, the bank has been part of the strong Central European Erste Group.

Customer requirement

Česká spořitelna provides a wide range of products through an extensive network of banking advisors. In order to manage and influence the performance of this branch network, the bank needed to create a reporting system to monitor performance indicators to motivate bankers. These are diverse indicators derived from product sales, customer portfolio mix and activities over the customer portfolio. Based on these indicators, bonuses for individual bankers and heads of branch network business units are calculated and reported. The reports must meet data security requirements and allow comparison of indicators at different levels of the branch network organisational structure. It is important that users see only their own sales data and that of subordinate units. The reports must be able to handle the workload of several thousand employees in the branch network.

Solution

In order to meet the requirement, an analysis of user needs was carried out, a solution proposal and its implementation were prepared.

  • Analysis and definition of user needs from different levels of the branch network
  • architecture design and creation of a data model for data storage;
  • integration of data from source systems;
  • data transformation and storage;
  • application of row data security in reports;
  • connection of the prepared data source to the IBM Cognos Analytics reporting platform;
  • report design;
  • development of reports in IBM Cognos Analytics;
  • simulation and user load testing.

Benefits

  • Significant simplification of report distribution to the branch network;
  • reducing the processing time so that data is available for the previous day;
  • personalised report previews for different job/management positions;
  • secure access to different parts of reports and bonus amounts;
  • centralised data processing;
  • minimizing or eliminating manual processing and data collection in the branch network;
  • a significant increase in the reliability of reported information.

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