Context and assignment
Power BI & Tableau dashboards for tracking client commitments.
Building dashboards so SG clients can track their spending, billing and associated volumes, and so SG can manage its commitments and services more effectively. Requirements gathering, KPI definition, data-quality monitoring dashboard, access management for over 10,000 users.
The challenge
What was at stake
For Société Générale, the assignment covered: “Power BI & Tableau dashboards for tracking client commitments”. This kind of programme involves business departments, IT and data teams at the same time: it has to deliver quickly without weakening existing systems, and leave behind practices that hold once the assignment ends.
The relationship
Visian since 2020
Société Générale engages Visian on risk data topics and on delivering data to its corporate clients. Visian has worked there since 2020.
Expertise involved: Data engineering, BI, agile, project management.
Deliverables
- Project management and development of a risk data lake
- Customised dashboards for clients
- Innovation barometer: audit and recommendations
Team and duration
Duration, team and scope
- Duration: since 2020.
- Team: a multidisciplinary Visian team, sized to each phase, covering data engineering, BI, agile, project management.
- Scope: Project management and development of a risk data lake; Customised dashboards for clients; Innovation barometer: audit and recommendations.
Approach
How Visian worked
- Scope: workshops with the departments involved, assessment of the existing set-up, prioritisation and deliverables approved in steering committee.
- Build: delivery in short iterations, shared milestones and project governance with the client teams.
- Handover: adoption support, documentation, skills transfer to in-house teams and move to run.
Results
Measured results
Scope
Methods and technologies
Expertise involved