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.
1
solution to handle more than 200 reports
5
seconds to load a report
About the client
Enra Group is the UK's leading provider and distributor of specialist property finance. They provide seamless access to funding for property investors, developers, landlords, and homeowners.
Tech stack
Python
QuickSight
Redshift
Boto 3
AWS DMS
The client's needs
The client requires up-to-date analytics on their products and clients to make informed decisions and effectively manage their finances. The company relied on a tool with over 200 reports, some of which were challenging to maintain and control access to. These reports were distributed via email in the form of Excel spreadsheets.
Our task was to develop a user-friendly solution to ease the management, maintenance, and expansion of the company's documents. The main challenges were improving the efficiency of their reporting process and enhancing daily operations.
Challenges & solutions
Challenge
Overcome the challenge of managing and controlling access to more than 200 reports in Excel.
Solution
The new solution consolidates all the reports into a single, easily manageable platform, significantly simplifying the process of report management and access control.
Challenge
It used to take so long to build one report that the data became outdated in its final version.
Solution
Dataforest's innovative solution was to reduce the time of creating any report to seconds, alongside precise data processing and verification.
Challenge
The reports were based on various sources, such as other reports in different formats, e-mails, manually updated data, and other sources.
Solution
The new reporting solution was built to collect and process data from different sources simultaneously, resulting in reducing the time to develop the report to the seconds.
Challenge
Solution
Challenge
Solution
Challenge
Solution
Challenge
Solution
Challenge
Solution
Results
Dataforest developed a user-friendly and easily maintainable reporting solution, changing how Enra Group used to do its job. We built a system of report templates and standardized all the documentation, overcoming the challenge of 200 different reports.
By developing a data collection, processing, and consolidation system, Dataforest was able to build this new report solution to reduce the time required for report creation significantly and simultaneously increase data precision.
Enra Group is the UK's leading provider and distributor of specialist property finance.
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