CASE STUDY·BFSI · FINTECH

Finance Analytics & Dashboard

Opine Group · Deployed at Sarvatra Technologies Pvt. Ltd. · 2017 – 2018

Sarvatra Technologies, a BFSI/Fintech company providing Switch services to banks across India, relied on manual processes and fragmented Excel-based reporting to track revenue, expenses, transaction volumes, and settlement timelines. I was deployed as the sole on-site BA and BI resource to replace this with a centralised, automated analytics solution.

My Role

Sole on-site BA and BI resource — independently owning end-to-end delivery from initial requirements through to dashboard sign-off, with no on-site team support.

Approach

▸Conducted requirement workshops with Finance, Accounts, and Senior Management to define dashboard objectives and reporting needs
▸Identified key KPIs including revenue trends, settlement timelines, accounts receivable tracking, and financial reconciliation metrics
▸Evaluated current reporting inefficiencies — including manual data consolidation, reconciliation inconsistencies, and lack of real-time visibility
▸Performed gap analysis between existing processes and desired outcomes
▸Created and maintained full project documentation — BRDs, functional specifications, ERDs, data dictionaries, and process workflows
▸Designed the dimensional data model to support financial reporting — incorporating revenue, expenses, debtor tracking, and settlement timelines
▸Integrated data from TallyERP and Excel sources into a unified dimensional data model
▸Designed and implemented ETL packages (SSIS) and SQL queries for reliable, automated data flow
▸Built a centralised finance dashboard and multiple SSRS analytics reports for Finance, Accounts, and Senior Management
▸Designed test scenarios and validation criteria; conducted UAT with Finance users verifying dashboard outputs against TallyERP and Excel source records
▸Managed feedback cycles, implemented refinements, and obtained formal stakeholder sign-off before deployment

Deliverables & Outcomes

▸BRDs, functional specifications, ERDs, data dictionaries, and process workflows
▸Dimensional data model integrating TallyERP and Excel sources
▸ETL pipelines (SSIS) and SQL queries for automated data flow
▸Centralised finance dashboard covering revenue, AR, dues, and settlement KPIs
▸Multiple SSRS analytics reports for Finance, Accounts, and Senior Management
▸UAT sign-off achieved with Finance and Senior Management stakeholders
▸Report generation time reduced from hours to minutes
▸Finance and Accounts teams gained real-time visibility into key financial metrics
▸Foundation established for scalable, data-driven financial reporting across the organisation

Key Takeaways

▸Aligning stakeholder expectations early — across Finance, Accounts, and Senior Management — ensures a clear, shared project direction
▸Gap analysis is critical for identifying reporting inefficiencies before jumping to technical solutions
▸Sole on-site delivery demands strong self-management, clear communication, and end-to-end ownership across both BA and BI tracks
▸User involvement in UAT improves adoption and ensures the final solution genuinely addresses business needs
▸Consolidating fragmented data sources into a single dimensional model is the foundation of reliable BI delivery

Artifacts

← Projects & Case Studies