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实例探究 > Police Credit Union Saves Time, Money, and Frees up IT Resources with Informer’s Operational Business Intelligence Solution

Police Credit Union Saves Time, Money, and Frees up IT Resources with Informer’s Operational Business Intelligence Solution

技术
  • 分析与建模 - 预测分析
  • 应用基础设施与中间件 - 数据交换与集成
  • 应用基础设施与中间件 - 数据可视化
适用行业
  • 金融与保险
适用功能
  • 商业运营
  • 质量保证
服务
  • 软件设计与工程服务
  • 系统集成
挑战
Police Credit Union (PCU), a customer of Entrinsik’s Asia-Pacific Informer distributor Meier Business Systems (MBS), is one of the larger and more successful credit unions in Australia offering access to a wide range of products and services. Prior to implementing Informer, an award-winning reporting and analysis solution, PCU was relying on a single IT staff member with specialized skills to write basic reports in Pick programming language with each report averaging a day to write. In addition, their software vendor would charge approximately $7K per customized report plus the cost of storing the extra report since it was considered a modification. As a result, it was taking PCU significant amounts of time to write customized reports (since most were done without a program specification), and often the majority of new reports would eventually have to be rewritten. In addition, only one IT staff member had the skills necessary in proprietary report writing, so it was an operational risk to the business as well as being inefficient. “It was typical for the Executive team to expect turnaround of a week or more from report requisition until delivery,” said Mr. Trevor Savin, Support Analyst at PCU. PCU needed to remove the reliance on a single staff member for report generation so anyone would be able to quickly and easily generate ad-hoc reports as well as schedule operational, often mission-critical reports. “PCU is also going through a phase of ‘print less and view more’ and we needed a solution that would facilitate staff anywhere to view reports online,” said Savin.
关于客户
Police Credit Union (PCU) is one of the larger and more successful credit unions in Australia, offering access to a wide range of products and services. As a financial institution, PCU serves a diverse customer base, providing various financial products such as loans, savings accounts, and other banking services. The organization is committed to delivering high-quality financial solutions and exceptional customer service. With a significant number of members and a broad range of financial products, PCU operates in a highly competitive market where efficiency, accuracy, and timely decision-making are crucial. The credit union's IT infrastructure plays a vital role in supporting its operations, ensuring that data is accurately processed and reports are generated efficiently to aid in strategic decision-making. PCU's commitment to innovation and operational excellence drives its continuous efforts to improve its IT systems and processes.
解决方案
PCU chose Informer initially because it was compatible with the database engine used at PCU (UniVerse®). They realized quickly that Informer met almost every reporting need, utilized an intuitive web interface, and leveraged commonly used programming tools. PCU mentioned several features and capabilities that stood out: Quickly map a new data source, either U2 or SQL database; Easily add and change field mappings; Simply drag and drop to add/remove fields to/from reports; Create complex reports in minutes rather than days; Easy to use, comprehensive report scheduler; Multiple options for report delivery (via email/exporting to directories/archiving); Simple and easy for staff to retrieve reports and customize views on their own; Perform calculations on report data; Link U2 files to other files from either their U2 or SQL databases; View data from both U2 and SQL databases on the same report; Comprehensive security that restricts users from viewing other reports, data. To date, PCU has created in excess of 300 reports, and of these, a number are scheduled to run periodically, on their own.
运营影响
  • PCU’s scheduled reports consist of a number of daily data integrity check reports, other daily internal reports such as the number of new accounts opened for the day, weekly reports to external bodies (i.e. report on checkbook requests), a large number of monthly reports with mainly Financial reporting statistics and quarterly reports for external parties to look at items such as loan portfolio valuations.
  • Informer has changed the way PCU looks at data. Before Informer, it was quite time-consuming to load a new report to the system, especially for data accuracy as their current host stores a number of data fields in triplicate, making reporting a real challenge.
  • With Informer, PCU has been able to save a tremendous amount of time in report development and no longer relies on expensive consultants to generate simple and even more difficult reports.
数量效益
  • PCU was able to save approximately $7K per customized report.
  • PCU has created in excess of 300 reports.
  • Reports that used to take a day to write can now be created in minutes.

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