Case Study
Financial Services -
Modern Data Warehouse
Business Challenge
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Track status of vehicle loans through the application approval lifecycle
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Track funding of loans against the lending budget of each credit union they service
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Manage the level of risk of the portfolio of loans approved versus the tolerance level of each credit union
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Provide hourly updates of tracked data
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Solution must be maintained with minimal technical oversite and fixed costs
Our Solution
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Implemented a cloud-based Data Warehouse in Azure to stage, warehouse and host the data delivered by 3rd party service
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Developed automated data ingestion and integration process to load and validate the data
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Created interactive report analytics suite in Power BI Desktop and published to the Power BI service
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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.
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Office 365 security groups were used to easily add and remove users to the solution without having to configure individual security rights.
Business Value
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Client displayed live regional status reports on screens throughout office work area providing vital information to staff throughout workday
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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
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Improve & simplify internal business processes
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Use of Azure and Power BI reduced the total cost of ownership of the solution
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Set the foundation for a modern data platform and tools to expand and scale to meet future analytical needs