Empaxis, experts in data management and technology, worked closely with the asset management company's stakeholders in various departments to flesh out the specific BI solution components:
- Centralized Data Governance: Formal data governance processes were established to define clear data ownership, quality standards, and access controls. This was critical to ensure long-term integrity and trust in the BI platform.
- Master Data Management (MDM): While not a primary focus, aspects of MDM were addressed to create consistent dimensions across reports (e.g., ensuring a unified client reference list).
- Role-Based Security: SSRS's security model was carefully integrated with the firm's Active Directory to provide granular access controls over dashboards, reports, and even specific data elements.
- Change Management Strategy: Comprehensive training materials, targeted workshops, and dedicated support resources were crucial to driving adoption and minimizing disruption during the transition to the new reporting paradigm.
Development Timeline
- Data Quality Remediation: Depending on the state of the legacy systems, a significant portion of the timeline might be allocated to identifying and addressing data quality issues (missing values, inconsistent formatting, etc.).
- Iterative Prototyping: The dashboard development phase would benefit from rapid prototyping with mockups to gather early feedback and ensure alignment between user expectations and design direction.
Team Structure & Skillset
- Business Analyst: A dedicated business analyst from the asset management firm played a crucial role in bridging the gap between technical implementation and business requirements.
- Data Quality Specialist: Depending on the severity of data quality problems, a specialist might be engaged to assist with profiling, cleansing strategies, and the implementation of automated data quality monitoring.
- UI/UX Designer: For particularly complex dashboards or if client-facing reports were a central need, a UI/UX designer could improve the visual appeal and overall usability of the dashboards.
