Automating Reporting

Gulnaz Majidova

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.
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Posted Jun 6, 2024

This project focused on automating the product team's reporting process using SQL and Tableau.

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