Case Study: Configurable Reporting Solution

Configurable Reporting Solution development for a global financial services company

A global financial services company, required a flexible reporting solution to address the challenges of diverse reporting needs across its teams. The goal was to develop a Configurable Reporting Solution that allowed users to self-modify report layouts, data sources, report formatting (font, color, logo, signature, etc.) – reducing dependency on IT for report customizations.

SERVICE OFFERINGS

Services

Architecture Design

Database

Frontend Development

Backend Development

Unit Testing

QA

Tech Stack Used

.NET Programming Language

Azure BLOB

Microsoft SQL Server

RDLC Reporting Compatibility

JIRA

GIT

Solutions and benefits

The customer faced the challenge of rapidly evolving reporting requirements across different teams. A configurable solution was essential to empower users to tailor reports to their specific needs without relying on IT, ensuring agility and reducing bottlenecks. This solution enables users to modify report headers, footers, colors, fonts, and data sources, allowing greater customization without compromising standardization or compliance. It scales effectively across departments, accommodating both small and large reporting environments.

Real-Life Scenario Benefits

Time and Cost Savings

Tasks that previously required a month of IT involvement can now be completed by users in an hour, significantly reducing operational costs and improving efficiency.

Tremendous Improvement in Agility

Users can quickly adapt to evolving business needs, making real-time changes to reports without IT delays, enhancing overall business responsiveness.

Regulatory Compliance Reporting

Financial companies must constantly adapt to changing regulations and produce reports for audits or risk management. A configurable reporting solution makes it easy to stay compliant by allowing rapid report adjustments.

Multiple Business Units with Unique Reporting Needs

Each business unit can create and modify its reports by adjusting headers, footers, fonts, and data sources to suit their specific requirements as per their business domain

Client-Specific Reporting

The solution allows for client-tailored reports, enabling companies to provide personalized data presentations as per each client’s needs

Challenges

Complex User Requirements

One of the main challenges was understanding and accommodating the reporting needs across different departments.

Complex Data Model

The financial services company had intricate data models with multiple data sources, making it difficult to design a unified solution that could handle all data seamlessly.

Strict Financial Services Security Requirements

Meeting the stringent security and compliance standards of the financial services industry was essential, especially in handling sensitive data within reports.

High Volume Statement Generation

During peak times, such as compensation cycles, a massive volume of compensation statements needed to be generated quickly. Optimizing the solution for high-performance under such conditions was critical.

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