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Case Studies




Risk Management Application


Industry: Banking

Technologies: C# | ASP.NET | Azure | React JS | JavaScript | Azure SQL | HTML5 | CSS



Challenge
A global banking organization needed a new solution for managing technology risk across a huge estate. All individual departments were reporting differently and all via Excel and PowerPoint. Consolidation for reporting was a highly manual, tedious and time-consuming exercise.

Solution
We created a new Azure cloud-based .NET Web Application that allowed all team members to capture and manage risk information via standardized forms to simplify tracking and reporting of issues. Risk data from each department across the estate was automatically imported into a new SQL Server Database. We finally created a suite of standardized dashboards using Power BI.

Result
Technology Managers are now able to track and manage the performance and risks of their assets and services using single centralized tool. Manual data extracts and consolidation is now replaced with automation. Analytics is now simple using a centralized database. Directors can identify issues in real time and drill down to isolate problem areas using a suit of Power Bi dashboards.






Resource Planning Application


Industry: Banking

Technologies: C# | ASP.NET | JavaScript | SQL Server | HTML5 | CSS | Power BI | SSIS



Challenge
A global banking organization were using Excel files for their resource planning and costings. Different team members often needed access to the same files at the same time. Several highly manual and time-consuming tasks were needed to maintain the accuracy of the files, with data needing to be copied both from and into databases.

Solution
We created a new .NET Web Application with a SQL Server Database that allowed team members to capture resource information via standardized forms. The form data was captured in the new SQL Server database where previously highly manual data import/export tasks were replaced with automated ETL jobs. Finally, the Excel reporting was replaced by a suite of new Power BI reports.

Result
Team members are now able to manage the resource planning and budgets for their multi-million-dollar projects using a single centralized tool. They are no longer spending time importing and exporting data manually to ensure that the data is up to date. They are also saving time and effort from producing weekly reports in Excel, replaced by standardized Power BI reports which are available to all in real time.





Programme Management Application


Industry: Banking

Technologies: C# | ASP.NET | Azure | React JS | JavaScript | Azure SQL | HTML5 | CSS | Power BI



Challenge
A global banking organization were still managing important elements of their multi-million-dollar programmes using large and inconsistent Excel files. This was problematic due to different project teams creating their own different file versions, with different team members requiring access to the same files at the same time. This resulted in slow, laborious and error prone centralized reporting due to Excel file data needing to be consolidated.

Solution
We created a new Azure cloud-based .NET Web Application that allowed all team members to capture critical project information via standardized forms enabling tracking and reporting of progress and issues. The data was captured in an Azure SQL database to facilitate centralised, robust, real-time reporting via Power BI.

Result
Programme Managers are now able to track and manage the progress and budgets of their multi-million-dollar projects using a single centralized tool whilst their Directors can monitor progress and identify issues in rea time via fully automated centralized reporting with Power BI.






Financial Planning Application


Industry: Banking

Technologies: C# | ASP.NET | Excel | JavaScript | SQL Server | HTML5 | CSS | VBA



Challenge
A global banking organization were managing Financial Forecasting and Budgeting tasks using numerous Excel spreadsheets which required access by multiple users. The individual spreadsheets needed to be regularly consolidated to create a complete view. Additional financial data was being manually added from several databases and the data warehouse. This resulted in a slow, laborious and error prone process.

Solution
We created a new ASP.NET Web Application allowing team members to capture financial projection information in a new SQL Server Database via standardized forms. We then automated the capture of relevant data from the databases and data warehouse creating a central point for data queries. Finally, we created an Excel front end to allow the senior finance team to easily build Financial Models using the new SQL Server database.
Result
The Finance Teams are now able to easily capture financial projection information for budgeting and forecasting. There is no manual effort involved in capturing the correct required data from the databases and data warehouse. The Senior Finance Team can now build and deploy Financial Models much more quickly, focusing on the modelling tasks themselves rather than spending time gathering and checking data.






Pensions Management Application


Industry: Investments

Technologies: C# | ASP.NET | Excel | SQL Server | VBA | SSIS



Challenge
A Pensions Investment company needed additional functionality from its existing systems. They needed to extract high volume data from several financial databases to allow them to build projections, models and pension illustrations. The existing approach was highly Excel based, time consuming, repetitive and prone to error.

Solution
We created a new SQL Server database to facilitate analytics. It contained relevant data from the disparate systems, populated automatically via ETL jobs using SSIS and C#. We created a new Web Application to enable the end users to manage the solution. The solution also allowed the end users to continue to use Excel to build projections, making it very simple to import required data and export completed models back into the new database.
Result
The Investment Teams are now able to access the data they require for their projections and models quickly and simply from a central data source saving a huge amount of time and effort, meaning that the team can focus purely on building projections. The team can also now store their model results into the database. Importantly, the team can continue to use Excel – as requested – however, now with the added power of a Web Application and Database.



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