Project Description
User-Friendly Visual Reporting
JPMorgan, one of the world’s leading investment banks, develops innovative financial solutions for clients, including M&A advisory, capital markets, restructuring, risk and research platforms of unrivaled scale. An equity and analytics division of JP Morgan’s investment bank services was experiencing a lack of clear visual reporting which slowed business processes and resulted in double-billing.
Chateaux worked with the client to create a list of critical information categories that could be chosen at a high level and then drilled down into for more details. The new delivery system was then tailored to the organization’s unique needs.
By re-architecting JP Morgan’s underlying data warehouse to be better suited to BusinessObjects, Chateaux technologists were able to create an interface that would allow users to develop their own reports on the fly for a variety of hierarchies and data sets. Chateaux also worked with end users to educate and train them on the new system and how to best utilize the new functionality.
Managers were able to access information and compile reports more quickly and effectively. What had once taken a week to compile, now only took a few minutes.
Broker commission overlap was easier to determine, and the department saved the organization more than $150,000 in excess broker commissions.
Flex Reporting was promoted throughout the organization as an example of the value of BI for increasing productivity and affecting the bottom line.
Chateaux was able to give us a great solution. They worked with our staff and mentored them on the proper use of BI solutions within our organization. They did a great job!