Management Information Workflow and Reporting Dashboards
A global private investment firm had grown its asset portfolio both internally and externally through the acquisition of firms running similar portfolios. These portfolios consist of leases and loans, often backed by assets such as equipment, information and computer technology, aircraft, auto and trucks.
They identified the need to create a single reporting platform to enable the easy creation of reports without having to burden the individual businesses with building and supporting them, and to standardize the reporting process so that comparisons could be made across businesses and consolidations created wherever meaningful.
This required a centralized data repository providing a single source of data containing all the pertinent information for our client to manage its business.