“When you’re a loan servicing company, data management and representation to external users and our employees in an easy and structured way comes to the fore.
While our reporting system more or less copes with basic data modeling requirements, any alteration inevitably dictates the involvement of development specialists.
Besides, quite trivial tables and buttons leave users cold and need to be replaced by visually appealing dashboard elements.
Craving for better flexibility and user-friendliness, our team has a vague idea of which BI tool – Tableau, Looker, or another option – might work for us best.”
“Instead of intuitive judgements, we brought all the requirements
together in a BI criteria matrix to make a well-informed decision.”
What did a client have in their arsenal? A custom reporting system having some gaps in the ease of visualization and a lack of must-have functionality.
What’s missing? An understanding of what tools are capable of replacing their current solution and how to define best of the best.
Where did we start from? A thorough analysis of their in-house solution, which let us accumulate a set of criteria to further evaluate the nominees for the most suitable BI option.
“For making the evaluation process easy, consistent, and transparent, our team introduced a BI criteria matrix. This is the document where all functional and non-functional requirements are gathered and prioritized (either those already implemented in the client’s current system or the ones that were missing), while each of the four tools included in the list is evaluated for compliance with all these categories.”
— Dmitry, BI Engineer
With extensive experience in a relevant tool stack
Providing BI development services
Describing business logic of dashboards, KPIs, metrics, etc. and preparing technical documentation for the development team
Preventing mistakes in the reporting process
Responsible for process organization
In charge of the overall quality of service delivery
Preparing the design of future dashboards
The project was carried out in a close collaboration between our team and stakeholders from the customer’s side, including an architect, product owners, and data engineers.
First, Oxagile’s team accumulated all obligatory functions that should be transferred from the existing BI solution to the newly-made one.
Then, our experts made up the list of additional wants and needs, like bookmarking (create / apply / share), data export in different formats including pdf, csv, and excel, a report builder, interactive profile cards, custom visualizations, data modelling, etc.
Among the other tasks are:
On top of arranging and storing the list of requirements together in one place, the BI criteria matrix makes it easy to:
After introducing our vision of the whole set of criteria a new BI tool should respond to and announcing the solution that left other BI candidates behind, we finalized the selection of the data visualization software product.
Right after the PoC implementation was completed, we conducted functional testing and load testing to find and eliminate performance bottlenecks with concurrent system users. The customer was provided with a comprehensive test report.
Result: As the client was satisfied with the system’s demo, the project moved further to the MVP phase where all the requirements were implemented.
No more functionality gaps, rigid reporting rules, and limited visualization capabilities — instead, our client discovered that the careful choice and customization of a BI tool guarantees a user-friendly self-service reporting system providing actionable dashboards in a few clicks. Now the customer is getting immediate insights with real-time data for operational decision making and further business growth.
