Overview

A Colombian delivery firm's P&L team was facing crippling delays and performance issues when accessing financial reports during peak times due to their current tool's inability to handle high user loads and lack of detailed drill-down capabilities.

Story of the Customer

The P&L team at the firm, catering to around 2,000 users, struggled with a reporting tool that needed more depth for strategic analysis. The absence of drill-down features in their Excel reports limited their ability to analyze key factors like region, customer type, and payables, hampering their decision-making process.

The Challenge

  • The company's P&L team faced challenges with report generation during peak load time, causing performance issues and delays due to the significant number of users accessing the tool.
  • The existing system lacked the capability to perform drill-down operations in auto-generated Excel reports, restricting the depth of analysis possible.
  • The need for a separate No-SQL data mart was identified to accommodate the reporting needs of the P&L team, requiring a solution that could offer SQL-like query access to data items.

The Solution

  • Implement a No-SQL data mart specifically designed to cater to the reporting needs of the P&L team, enabling SQL-like query access to data items.
  • Introduce a visual reporting interface that allows drill-down operations on key factors such as geography/region, customer type, and payable, enabling detailed insights into P&L unit economics.
  • Ensure generated reports are directly sent to the firm’s ERP, providing easy access and retrieval of data while offering flexible and responsive analytics for business growth and profit evaluation.

The Result

  • The modern data stack improved data accessibility, providing the P&L team with effective SQL-like query access to financial data.
  • The new tool enhanced the firm's analytics capabilities, allowing for granular insights into the business's growth and profits.
  • A visualization interface enabled drill-down operations on critical factors, enhancing understanding of the firm's unit economics.