-
~80%
accuracy on tracking and comparison of performance data
-
1
Centralized repository exposed through APIs consolidating financial and operational data
-
Easy
to configure reporting templates
CLIENT CHALLENGES
- Inefficient portfolio monitoring due to multiple data sources
- No real-time data on performance of PortCos
- Lack of customisable KPIs while reporting
OUR APPROACH
- Acuity deployed a data engineer and a PowerBI developer to design, develop and deploy the solution
- Acquire proprietary company data:
- Actual & Budgeted data
- P&L data
- Balance Sheet
- Cash Flows
- Proforma data
- Prepare data:
- Automated API data extraction through Acuity’s proprietary Foliosure platform
- Collaborated with domain experts to build data validation controls and design custom KPIs for enhanced monitoring
- Analyse data:
- Designed user-defined self-service dashboards on top of Foliosure’s built-in cashflow engines
- Built custom views to monitor company-wise and portfolio-level performance
- Report:
- Near real-time updates available on dashboards
- Customized packs scheduled for periodic delivery to different audience groups
IMPACT DELIVERED
- Developed a scalable solution considering existing infrastructure and models.
- Deployed highly qualified and experienced resources at several client locations in fraction of the cost
- Robust solution with high quality output, driven by subject matter experts and rigorous quality check process.
- Leveraged Acuity’s proprietary Foliosure platform, instead of procuring or consuming third party data store.
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