In-depth examinations of specific instances, organizations, or events to understand broader principles or phenomena
Client wanted to enable constant monitoring of KPIs by multiple dimensions such as client, dept size, portfolio, demographics, status etc. Realtime consolidation across data sources was further complicated by manual processing that made periodic refreshes a time kill and frustrating exercise.
Internal data processes were explored in depth to understand the right time and place/system to extract the required information. An elegant solution involving application of Tableau connectors, SQL and R scripts was created to reach the desired goal.
Client was struggling to convert excel files with customer information into text files with a pre-defined format. Existing process was manual and took multiple hours every week.
Automated R script was created to work through the necessary file conversion while accounting for the pre-defined format. Integration via SFTP reduced the start to end processing time to <5 mins.
Client was aiming to optimize their collection strategy by prioritizing on accounts that are more likely to pay.
All available data sources including Borrower data, payment history, user demographics, account attributes, existing call data etc. were collated together.
Available reports from tools such as Qlaw or Beam were insufficient to provide the complete required information quickly.
Thorough exploration of the backend data system helped identify all involved pieces required to build the excel reports.
Client was struggling to onboard a new dialer system.
Pre-programmed scripts were put in place to pick/drop the information to and from the CRM system.
