Corporate Performance Dashboard and Balance Sheet Risk Analytics

Client is a Fortune Global 500company, leading in packaged foods and beverages. It has interests in the manufacturing, marketing, and distribution of grain-based
snack foods, beverages, and other products.

Challenges

Foundation for Self-Service BI Reporting: Enable business users to generate reports and perform data analysis independently without relying heavily on IT support.
Corporate Performance Dashboard: Integrate data from diverse sources to create a comprehensive performance dashboard that offers valuable insights into corporate metrics.
Balance Sheet Risk Analytics: Assess risks in balance sheet accounts using advanced analytics and rules, and create real-time alerts in Power BI.

Solutions

Data Integration and Source Management:
- Data Sources: We integrated data from multiple sources, including SAP, Teradata, Hyperion, manual Excel files, Point of Sales data, and competition data.
- Initial MVPs: Leveraged the existing Teradata infrastructure to develop initial Minimum Viable Products (MVPs).
Modern Data Warehouse Development:
- Transitioned to a modern data warehouse built on SAP Datasphere. This involved:
  1. Data Consolidation: Centralizing data from various sources.
  2. Data Modeling: Creating comprehensive data models to support diverse reporting and analytics needs.
Corporate Performance Dashboard:
- Developed using Power BI, the dashboard provided:
  1. KPI Monitoring: Real-time tracking of key performance indicators.
  2. Interactive Visualizations: Users could drill down into data for deeper insights.
  3. Custom Reports: Business users could create custom reports tailored to their specific needs.
Balance Sheet Risk Analytics:
- Implemented advanced analytics and rules to assess risks in balance sheet accounts:
  1. Risk Assessment Models: Developed models to identify and quantify potential risks.
  2. Real-Time Alerts: Created alerts in Power BI to notify stakeholders of identified risks, enabling timely action.

Results

Enhanced Self-Service BI:
- Empowered business users with the ability to generate insights independently, reducing reliance on IT.
Comprehensive Performance Insights:
- Provided a holistic view of corporate performance, enabling data-driven decision-making.
Enhanced Self-Service BI:
- Empowered business users with the ability to generate insights independently, reducing reliance on IT.
Proactive Risk Management:
- Improved financial risk management through real-time analytics and alerts, allowing for proactive measures.
Efficient Data Management:
- Streamlined data integration and management processes, enhancing overall data governance and quality.