A world-leading credit bureau and consumer credit reporting company, handling information on over 1 billion people and businesses, lacked a global operations dashboard for their C-level leadership to assess the company's performance and health. HCLTech partnered with the client to build an engaging dashboard that showcased high-level KPIs, allowing executives to drive success and address potential issues. The design-led, data-driven approach delivered an intuitive experience and streamlined reporting processes, improving overall quality and accessibility.
The Challenge
Creating a comprehensive global operations dashboard
- Lacked a unified platform for senior executives to access streamlined, clear data essential for making vital business decisions aligned with high-level goals
- Difficulty in consolidating the global data across multiple streams, identify common metrics and mitigate risks associated with data sources, ETL operations, networks and tools
The Objective
Develop an engaging platform for actionable executive reporting
HCLTech aimed to build a Global Operations Dashboard to analyze global health, compare progress against previous quarters or years, and support informed decision-making. We proposed a design-led, data-driven approach to model data and create engaging dashboards-providing an intuitive experience for the client.
The Solution
Implementing a design-led, data-driven approach for high-performance executive insights
HCLTech, collaborating with the client's preferred BI platform, Tableau, utilized advanced design strategies and Tableau Prep for data modeling to create highly engaging and effective repos. To overcome challenges and streamline processes.
- Defined KPI metrics for all processes and services, designed self-service data and reporting platforms, SLA and performance metrics and automated repos
- Created custom and engaging Tableau visualizations with a persona-driven experience, incorporated image overlays as self-service help for users navigating dashboards and offered deep insights for decision-making
- Scheduled sync for data extraction from source systems and data cleansing without manual intervention
The Impact
Improved quality, efficiency and accessibility
The collaboration between HCLTech and the client resulted in a transformative solution that improved operational efficiency, data quality and accessibility across the organization. Leveraging Tableau, HCLTech automated and streamlined the reporting process, reducing manual intervention and enhancing the overall quality of insights.
Key achievements included:
- Automated BI requests: The solution introduced automated business intelligence (BI) requests with historical tracking and rollback capabilities, significantly minimizing human effort in generating executive reports
- Improved collaboration: By centralizing data into a Digital Intelligence Tableau server, the client’s teams experienced better collaboration across departments, ensuring real-time access to critical insights
- Data lake integration: Select data objects were ingested into a unified data lake, enabling relevant groups to efficiently access and analyze information tailored to their needs
- Enhanced accessibility: The Tableau-powered dashboards enabled users across the organization to easily access operations dashboards and executive reporting, eliminating manual dependencies and ensuring real-time insights for better decision-making
This modernized, accessible dashboard solution empowered the client to make faster, data-driven decisions, improve reporting accuracy and enable a seamless user experience, positioning them for long-term success.
