back

Scenario:

Small product control team responsible for mark-to-market, P&L reporting, and attribution received new ad-hoc reporting requests on a daily basis. The information was dispersed in different databases and, although there was an existing data warehouse, the team performed data extraction tasks on a daily basis as it was nearly impossible to predict all the new requests and data needs.

Ortess Solution:

Ortess provided the client with Xcellerate^TM BI.  Xcellerate BI relies on existing Excel skill sets, allowing analysts to learn new tools in a matter of days. This financial software product eliminated the team’s need to maintain a variety of data extract files, intermediate result Excel files, and final reports because Xcellerate BI connects directly to all required databases simultaneously to ensure that a report's data is always fresh. Xcellerate BI’s built-in "Microsoft Access-like" SQL Query Builder allowed even analysts with no SQL experience to become productive on Day One.

Customer Satisfaction:

Xcellerate BI enabled true self-service for our customer. Their IT department is now focused on strategic projects such as data integration, data warehouse construction, and enterprise-level Business Intelligence solutions, while the product control team can autonomously create and maintain needed reports.