Automating Reporting

Background:

A banking company that I worked for, faced challenges with its manual financial reporting process, which was time-consuming and prone to errors.

Challenge:

The product team dedicated considerable time to generating reports, which resulted in delays in decision-making and occasional inaccuracies. Additionally, they faced difficulties in promptly identifying and addressing technical issues in online banking, potentially impacting customer decisions.

Solution:

As a Data Analyst, I introduced the following changes:

Implemented an automated financial reporting system using Tableau and SQL.

Standardized report templates to ensure consistency and accuracy.

Results:

Reduced the time required to generate reports by 40%.

Improved report accuracy, eliminating manual errors.

Enabled faster and more informed decision-making by providing timely financial insights.