How we understood data through concise reporting for a financial services customer | Pontoon

How we understood data through concise reporting for a financial services customer

Summary

A case of redesign

Our Pontoon Analytics team rebuilt our financial services customer’s reporting functionality in their new VMS.

The challenge

Creating access, eliminating excess

Our customer experienced duplicate reporting and limited access.

We needed to add an element to their redesign that provided them better insight and productivity.

How we helped

Process improvement

Our analytics team built in a self-service feature for hiring managers and procurement staff to access reports instantly and improved overall efficiency.

Impact

Maximum efficiency

Duplicated reports were reduced by 85%.

Streamlining custom reports enabled actionable data for managers.

The self-service access and real-time reporting allowed for quick review and decision-making for our customer’s stakeholders.

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