About
Dataforest created a valuable and convenient reporting solution for the financial company that successfully helped lower the manual daily operations, changed how access was shared, and maintained more than 200 reports.
Challenge, approach, and impact
Reporting Solution for the Financial Company
Dataforest created a valuable and convenient reporting solution for the financial company that successfully helped lower the manual daily operations, changed how access was shared, and maintained more than 200 reports.
Client's Needs
The client required up-to-date analytics on their products and clients to make informed decisions and effectively manage their finances. They needed a user-friendly solution to ease the management, maintenance, and expansion of the company's documents, with a focus on improving reporting process efficiency and enhancing daily operations.
Results
Dataforest developed a user-friendly and easily maintainable reporting solution, standardizing all documentation and overcoming the challenge of managing 200 different reports. By implementing a data collection, processing, and consolidation system, Dataforest significantly reduced report creation time and increased data precision.
How we built
Testimonials
Anonymous
“This project focused on transforming a complex, Excel-based reporting environment into a centralized and maintainable analytics platform. Our team consolidated more than 200 reports, standardized templates, and automated data collection from multiple sources. The result was a scalable reporting solution that reduced manual daily operations and provided fast, reliable access to up-to-date financial data.“
Team structure
Client team
Emily Brown
Project stakeholder
David Wilson
Daily point of contact
The client stakeholders at Enra Group were working closely with the team at Dataforest
Agency team
Data Engineer
Production
Backend Developer
Production
DevOps Engineer
Production
