Success Story
100% Transparent and Real-Time Tracking of Reconciliation Tasks for a US-Based Community Bank with Power BI Dashboard
Client Introduction
A leading US-based community bank that offers banking, mortgage and commercial lending, funding, treasury, and other prominent services.
Problem Statement
- Large backlog of unreconciled transactions
- Unstructured transactions data with lack of business insights
- Inadequate transaction monitoring, data collection, and reporting
- Lack of digital tooling to support automation
- No tracking system to facilitate transaction reconciliation
Solution Offered
Anaptyss leveraged its proprietary Digital Knowledge Operations™ (DKO™) approach to organize the unstructured dataset and perform advanced data modeling to deploy a customized Power BI dashboard for real-time transaction monitoring and reporting.
Key solution delivered
- Structuring of the unorganized dataset and end-to-end data modeling
- Mapped the specific status of transactions to allow accurate reporting
- Microsoft Power BI dashboard for real-time insights
- Deployed cloud-based SharePoint database to feed the dashboard
Business Outcomes
- 100% transparent, accurate, and up-to-date reports.
- Faster reporting with less effort and zero downtime.
- Real-time tracking of reconciliation tasks.
- In-depth KPI tracking with historical trends, targets, outcomes, etc.
- More accurate decision-making to support business goals.
- 24×7 mobile access to the project dashboard.
Turning Complex Challenges into
Measurable Outcomes
Anaptyss helps organizations turn ambition into reliable and scalable results. Download this success story to see how it came together.