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Case Study: Credit Union

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CLIENT BACKGROUND

This leading credit union deployed an enterprise-grade reporting tool for more flexible and reliable reporting with advanced analytics. They applied BI best practices to build reporting capabilities, dashboards, and KPIs to continually improve member experience.

The Datasource Solution:

  • Develop a project plan to install and configure the new BI technology
  • Develop the metalayer to support implementation
  • Transition to the BI reporting solution
  • Give core business users access to reporting, dashboards, and KPIs
  • Build a solution for power users to develop and modify reports for future analytics needs.
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