下载PDF
Firma Extends Analytics to Employees and Customers With WebFOCUS
技术
- 分析与建模 - 实时分析
- 功能应用 - 企业资源规划系统 (ERP)
适用行业
- 金融与保险
适用功能
- 商业运营
- 销售与市场营销
用例
- 实时定位系统 (RTLS)
服务
- 数据科学服务
- 系统集成
挑战
Firma Foreign Exchange, a global firm providing international payment currency solutions, was facing challenges in streamlining the creation of secure, dynamic analytics based on current account data. The company wanted to extend data management and visualization capabilities to traders, managers, and executives. Additionally, Firma wanted to deliver customer-facing analytics to account holders to provide transactional transparency. The company's business community was generating SQL reports and creating Excel spreadsheets to examine operational data. Plus, they manually created thousands of monthly statements and e-mailed them to their customers. Firma wanted to find easier ways to access, analyze, and distribute this business information.
关于客户
Firma Foreign Exchange is a global firm based in Edmonton, Alberta. The company provides international payment currency solutions, primarily for small and medium-sized businesses. Firma is a global company, with offices in Canada, UK, Australia, and New Zealand. For more than 20 years the company has been helping clients move more than $14 billion in payments around the world, safely and securely. Firma knows that currency exchange can be complicated and is committed to keeping it simple and secure. Firma is also known for its dedicated, one-on-one service. Customers are assigned personal currency specialists (traders) who learn their clients’ business needs, so that they can monitor the elements that affect currency decisions.
解决方案
To improve its data management and analytics capabilities, Firma selected Information Builders’ technologies to automate three primary activities: develop an analytics portal for its internal staff, create interactive e-Statements for customers, and create a data mart of financial and operational data. In the first phase of the project, Firma used the WebFOCUS business intelligence (BI) platform and AppStudio to create an interactive portal that presents a unified view of gross profits, revenue, and sales across 10 domestic and international branches. Authorized users can access information and statistics about trades and many other facets of the foreign exchange operation. Drop-down menus allow them to filter the data and visualize it through bar graphs, pie charts, and other interactive displays. Firma used WebFOCUS Active Technologies to create dynamic documents that can be sent to customers by e-mail. Also known as In-Document Analytics, each dynamic document combines data and interactive controls into a single, self-contained HTML file. Recipients can analyze the data offline using embedded analytical functions – such as charting, sorting, filtering, calculations, pivoting, and roll-ups – without having to remember passwords, log in to a portal, or connect to Firma’s servers.
运营影响
数量效益
相关案例.
Case Study
Real-time In-vehicle Monitoring
The telematic solution provides this vital premium-adjusting information. The solution also helps detect and deter vehicle or trailer theft – as soon as a theft occurs, monitoring personnel can alert the appropriate authorities, providing an exact location.“With more and more insurance companies and major fleet operators interested in monitoring driver behaviour on the grounds of road safety, efficient logistics and costs, the market for this type of device and associated e-business services is growing rapidly within Italy and the rest of Europe,” says Franco.“The insurance companies are especially interested in the pay-per-use and pay-as-you-drive applications while other organisations employ the technology for road user charging.”“One million vehicles in Italy currently carry such devices and forecasts indicate that the European market will increase tenfold by 2014.However, for our technology to work effectively, we needed a highly reliable wireless data network to carry the information between the vehicles and monitoring stations.”
Case Study
Safety First with Folksam
The competitiveness of the car insurance market is driving UBI growth as a means for insurance companies to differentiate their customer propositions as well as improving operational efficiency. An insurance model - usage-based insurance ("UBI") - offers possibilities for insurers to do more efficient market segmentation and accurate risk assessment and pricing. Insurers require an IoT solution for the purpose of data collection and performance analysis
Case Study
Smooth Transition to Energy Savings
The building was equipped with four end-of-life Trane water cooled chillers, located in the basement. Johnson Controls installed four York water cooled centrifugal chillers with unit mounted variable speed drives and a total installed cooling capacity of 6,8 MW. Each chiller has a capacity of 1,6 MW (variable to 1.9MW depending upon condenser water temperatures). Johnson Controls needed to design the equipment in such way that it would fit the dimensional constraints of the existing plant area and plant access route but also the specific performance requirements of the client. Morgan Stanley required the chiller plant to match the building load profile, turn down to match the low load requirement when needed and provide an improvement in the Energy Efficiency Ratio across the entire operating range. Other requirements were a reduction in the chiller noise level to improve the working environment in the plant room and a wide operating envelope coupled with intelligent controls to allow possible variation in both flow rate and temperature. The latter was needed to leverage increased capacity from a reduced number of machines during the different installation phases and allow future enhancement to a variable primary flow system.
Case Study
Automated Pallet Labeling Solution for SPR Packaging
SPR Packaging, an American supplier of packaging solutions, was in search of an automated pallet labeling solution that could meet their immediate and future needs. They aimed to equip their lines with automatic printer applicators, but also required a solution that could interface with their accounting software. The challenge was to find a system that could read a 2D code on pallets at the stretch wrapper, track the pallet, and flag any pallets with unread barcodes for inspection. The pallets could be single or double stacked, and the system needed to be able to differentiate between the two. SPR Packaging sought a system integrator with extensive experience in advanced printing and tracking solutions to provide a complete traceability system.
Case Study
Transforming insurance pricing while improving driver safety
The Internet of Things (IoT) is revolutionizing the car insurance industry on a scale not seen since the introduction of the car itself. For decades, premiums have been calculated using proxy-based risk assessment models and historical data. Today, a growing number of innovative companies such as Quebec-based Industrielle Alliance are moving to usage-based insurance (UBI) models, driven by the advancement of telematics technologies and smart tracking devices.
Case Study
MasterCard Improves Customer Experience Through Self-Service Data Prep
Derek Madison, Leader of Business Financial Support at MasterCard, oversees the validation of transactions and cash between two systems, whether they’re MasterCard owned or not. He was charged with identifying new ways to increase efficiency and improve MasterCard processes. At the outset, the 13-person team had to manually reconcile system interfaces using reports that resided on the company’s mainframe. Their first order of business each day was to print 20-30 individual, multi-page reports. Using a ruler to keep their place within each report, they would then hand-key the relevant data, line by line, into Excel for validation. “We’re talking about a task that took 40-80 hours each week,” recalls Madison, “As a growing company with rapidly expanding product offerings, we had to find a better way to prepare this data for analysis.”
