Mobile analytics for client managers and executives in PJSC Sberbank (based on Qlik Sense)
ATK
QlikView
PJSC Sberbank
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Company:
PJSC Sberbank
Industry:
Banks
Functional areas:
Sales analysis
Mobile analytics
Product:
Qlik Sense
About the client company:
Sberbank CIB is the corporate and investment business of Sberbank of Russia. Its key business lines include corporate lending (including trade finance), documentary business, investment banking, securities trading, and proprietary investments. Sberbank CIB provides its clients, including major corporations, financial institutions, governments, federal and sub-federal authorities and organizations, with integrated financial solutions and financial advisor services.
Project Objective:
Works performed during the project:
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As is user needs research - PJSC Sberbank;
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Preparation of designs, design of elements and description of reports - Sberbank PJSC;
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Usability study of prepared artifacts with user participation - Sberbank PJSC;
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Preparation of data models based on Qlik Sense - JSC Sbertech;
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Access differentiation by roles and users - Sbertech JSC;
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Setting up user authentication - Sbertech JSC;
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Development of module for notifications on changes in key indicators - Sbertech JSC;
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Development of mashups for model data display - ATK Consulting Group;
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Connection of mashups to Qlik Sense data model - Sbertech JSC, ATK Consulting Group.
Solution:
“Mobile Workplace” is an iPad application that provides a single point of access for more than 300 Sberbank CIB client managers to all necessary information, including analytics.
The project team managed to integrate interactive analytics into the mobile application that client managers are accustomed to, thank you:
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Client managers and supervisors received enhanced analytics capabilities (not static reports available only from stationary workplaces, but a mobile interactive dashboard with actual KPIs, each of which can be accessed and viewed in detail, deviations can be analyzed, and a work plan can be drawn up to achieve better performance);
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Analytics seamlessly blended into the unified design of the mobile application, as it has a clear and familiar look for users due to usability studies and specially designed unique mashups;
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Each user has access to a unique set of indicators and reports, depending on their role;
When an indicator is rejected, the user receives a push notification.
Results in numbers:
man-hours
Thanks to the solution, users do not depend on a stationary workplace to use analytics, and the availability of information allows for online management of deviations.
2000
automated workstations
500
Screenshots of the solution:
Testimonial:
Customer Project Manager, PJSC Sberbank:
“We are proud of the recognition of our project achievements by the GlobalCIO IT community. It is always a pleasure to participate in projects that simplify our daily work. Now Sberbank CIB's client managers can analyze not static reports accessible only from stationary workplaces, but use a mobile interactive dashboard with actual KPIs, each of which can be accessed and viewed in detail, deviations can be analyzed, and a work plan can be drawn up to achieve better performance”
Press Release:
SBERBANK'S PROJECT RECOGNIZED AS “BEST ANALYTICAL SOLUTION 2017”
Other industry projects
PJSC Sberbank
+7 (495) 134-32-92
consult@atkcg.ru
Russia, 121467, Moscow,
Istrinskaya str. 4, Office 1
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