Bank report

A vast amount of data from over 1200 offices across several countries is uploaded to the banks's main server daily. The company's financial results come in Excel tables which are then processed manually by the bank's employees. It used to require a lot of time and effort, which was very ineffective and substantially increased the bank's costs. The bank required an automated system capable of generating clear and readable financial reports from thousands of electronic tables. After trying some of the solutions available on the market the bank's management realised that developing a customised software product would be the best way. The customer came to us with this request.

We took on the task of planning the entire project – from analysis and planning to product deployment and support. In the course of the work we realized that a flexible template constructor should be created for report generation. This would allow bank employees to view only the details they needed at the time, filtering the rest out. The customer's brand book was used to develop the visual design of the system. It was also decided to integrate the system directly into the bank's corporate site and let the users access it from their personal accounts. A team of 5 had been developing the system for 3 months. The Microsoft SharePoint tool set was used as the technical foundation. The .NET Framework programming platform and the JavaScript programming language were also used.

The system was put into operation successfully. The easy-to-use template constructor based on the latest interface design standards can be used to modify the set of desired figures and their representation in real time. The software solution has the following benefits:

• An unlimited number of templates can be created and stored.
• The system is based on accounts and configurable access rights.
• Reports can be output either to the screen or as Excel tables.
• Thousands of users can interact with the system simultaneously.

The system helped to remove part of the burden from the bank's employees, accelerate processing of large amounts of data and make financial reports more readable, thus reducing the money and labour costs of our customer.