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Financial Institution

 Reporting & Financial Planning

Client Challenge

The client faced significant operational challenges due to fragmented reporting systems and scattered data sources. High maintenance costs, combined with labor-intensive manual reporting, slowed down decision-making and impacted productivity. Additionally, their outdated and technically limited platform hindered scalability and efficiency across the organization.

  • Integrate data sourced from disparate applications e.g., IBM-TM1, Oracle Financials, CAP IQ, etc.
  • Develop warehouse and provide actionable data across diverse distributed systems, Anaplan, Tableau, etc.

EWS Solution

The EWS solution enabled end-to-end modernization of the financial planning ecosystem by integrating advanced planning tools, ensuring secure access, and streamlining workflows across departments.

Workflow Management for Financial Planning

Facilitate workflows to better manage financial estimation for revenues, compensations, real-estate, information services, and other P&L line items

Anaplan & Tableau Integration

Integration with Anaplan for financial planning and Tableau for reporting

Secure Data Access Layer

Data access layer with entitlement for downstream applications

Multi-System Software Integration

Software components: TM1, Anaplan, ARIBA, Oracle, mySQL, Oracle Financial, Alteryx, Informatica, WISP, Seraview, FITS, etc.

Cross-Departmental Collaboration

Worked with leads from Corporate Strategy, Finance, Risk, Audit, Digital Infrastructure, Real Estate, Sales & Marketing, Data Warehouse, Support, etc.

Real-Time Data Synchronization

Enabled seamless and timely updates across all integrated systems to ensure consistency, reduce latency, and support agile financial planning.

Key Statistics

The solution supported massive operational efficiency and financial data transparency by consolidating complex systems and enabling high-performance data handling.

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Product, service, and customer records processed and stored.

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Daily transactions processed in near real-time for financial operations.

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Application users across varied roles and responsibilities.

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Segment-wide P&L reporting integrating: Legal entities & Unit codes

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Departments Migrated from outdated desktop-based tools to modern platforms.

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Multi currency for booked, entered & reporting metrics

Value Received

Driving efficiency, scalability, and intelligence across the enterprise

The implementation brought tangible value to the organization by streamlining processes, improving access controls, and empowering leadership with timely, reliable insights for strategic decisions.

Operational Efficiency Gains

Reduced manual workflows, application maintenance, and support costs through headcount optimization.

Enterprise-Wide Visibility

Achieved unified, company-wide reporting with a single source of truth.

Granular Data Access Control

Implemented module and row-level entitlements for secure and role-based access.

Faster, Smarter Decisions

Enhanced executive decision-making capabilities with improved data delivery timelines.