Case Study

Financial Services -

Modern Data Warehouse

Business Challenge

  • Track status of vehicle loans through the application approval lifecycle

  • Track funding of loans against the lending budget of each credit union they service

  • Manage the level of risk of the portfolio of loans approved versus the tolerance level of each credit union

  • Provide hourly updates of tracked data

  • Solution must be maintained with minimal technical oversite and fixed costs

Our Solution

  • Implemented a cloud-based Data Warehouse in Azure to stage, warehouse and host the data delivered by 3rd party service

  • Developed automated data ingestion and integration process to load and validate the data

  • Created interactive report analytics suite in Power BI Desktop and published to the Power BI service

  • Applied row-level security solution within Power BI to allow users from different credit unions to use the same report to view only the data they were privy to.

  • Office 365 security groups were used to easily add and remove users to the solution without having to configure individual security rights.

Business Value

  • Client displayed live regional status reports on screens throughout office work area providing vital information to staff throughout workday

  • Allowed client to better align their loan approval activities with the needs of the credit union clients they were servicing to ensure goals were being met across a host of key performance indicators

  • Improve & simplify internal business processes

  • Use of Azure and Power BI reduced the total cost of ownership of the solution

  • Set the foundation for a modern data platform and tools to expand and scale to meet future analytical needs

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