Optimization of financial analysis with BI for greater accuracy and agility in decision-making

Category

Project

Area

Finance

Industry

Manufacturing

Company size

Large enterprise

Project duration

6 months

Challenge

The organization, operating in the financial sector, faced challenges in consolidating financial data and obtaining key indicators for analyzing gains and losses. The main difficulty was gaining a clear and detailed view of P&L (Profit and Loss) with the ability to explore data at a deeper level of granularity. The extraction and analysis process was manual and time-consuming, limiting the agility and accuracy of decision-making.

Proposed solution

Dojo developed a Qlik View dashboard focused on optimizing financial data visualization, featuring key performance indicators (KPIs) and the ability to perform detailed drill-down analyses.

Data engineering

01

Collection, integration, and centralization of financial data in a single platform, ensuring accuracy and consistency in analyses.

02

Data cleansing, transformation, and normalization to enable efficient processing and eliminate inconsistencies.

Data visualization in Qlik View

Results achieved

01

Time reduction

The solution significantly reduced the time required for data extraction, manipulation, and manual analysis, optimizing the financial decision-making process.

02

Detailed analysis

The ability to perform in-depth P&L drill-down analyses provided a clearer understanding of the factors impacting gains and losses, improving financial performance insights.

03

Increased efficiency

The centralization of data and automation of visualization eliminated manual analysis limitations, delivering faster and more strategic insights.