Senior leadership lacked real-time visibility into RM/branch performance, CASA
growth, wealth penetration and insurance KPIs - strategy was delayed by 12+
hours of weekly manual Excel reporting.
Automated weekly and monthly reporting templates
Created KPI frameworks with leading and lagging indicators
Conducted monthly C-suite analytics briefingsT
rained stakeholders on dashboard use.
Overview
Great user experience design lets users focus on the
task they have to complete and evokes emotion
without distracting them.!