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WebFOCUS Gives Millennium bcp Better Decision-Making Capabilities
技术
- 分析与建模 - 实时分析
- 应用基础设施与中间件 - 数据交换与集成
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
- 质量预测分析
- 实时定位系统 (RTLS)
服务
- 数据科学服务
- 系统集成
挑战
Millennium bcp, Portugal’s largest privately owned bank, needed to modernize, automate, and create a process for generating key performance indicators (KPIs) for comprehensive management reporting. The bank wanted to minimize decentralized reporting activities within individual lines of business and establish standard calculation methodologies for KPIs. This would ensure consistency in reports throughout the enterprise while providing for clean, accurate, and usable information across the various lines of business. The overriding goal was a lofty one: to boost awareness of how each employee contributes to the bank’s profitability. The bank also wanted to ensure high levels of user adoption, so the new dashboards would need an attractive design, an efficient layout, and comprehensive data-gathering and drill-down capabilities.
关于客户
Millennium bcp (Banco Comercial Portugues S.A.) and its subsidiaries provide a wide array of banking and financial services to individuals, as well as large, small, and medium-sized businesses in Portugal and around the world. With near 700 branches and 2.3 million customers, it is Portugal’s largest privately owned bank. Millennium bcp aspires to be the reference bank in customer service, based on innovative distribution platforms and with more than two thirds of capital allocated to retail and business. Operating in markets of high potential, which show expected annual growth of turnover above 10 percent, the bank aims to achieve higher efficiency levels, reflected in a commitment to an efficiency ratio at reference levels for the sector and with tighter discipline in capital and cost management. The bank’s mission is to create value for customers through high-quality banking and financial products and services, complying with rigorous and high standards of conduct and corporate responsibility and growing with profitability and sustainability, to provide shareholders with an attractive return, which supports and strengthens its strategic autonomy and corporate identity.
解决方案
Millennium bcp chose Information Builders’ WebFOCUS as their solution. WebFOCUS was selected due to its ability to fulfill the bank's requirements and its history as a trusted partner of Millennium bcp. The solution had to support an environment that could merge and process more than two billion records each day, and deliver them to managers via targeted, customizable BI dashboards – where they could visualize and manipulate the information. The first phase of the project was to deliver a customized dashboard with specific KPIs tailored to each of the four management levels within the bank’s Prestige line of business. These business metrics had to contain targeted indicators along with rankings and internal benchmarking statistics. Within two months the bank rolled out these dashboards to a small set of Prestige segment branches. The project team collected feedback on the system and made minor adjustments before launching it on a broader scale.
运营影响
数量效益
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