Beyond Reporting: Creating Operational Excellence with Qlik
公司规模
Large Corporate
地区
- America
国家
- United States
产品
- Qlik
技术栈
- Qlik Sense
- Qlik NPrinting
- SAP BusinessObjects
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Customer Satisfaction
技术
- 分析与建模 - 实时分析
适用行业
- 金融与保险
适用功能
- 商业运营
用例
- 实时定位系统 (RTLS)
服务
- 数据科学服务
关于客户
PSCU is a credit union-owned cooperative that operates on the principle of “people helping people.” It provides its Owner credit unions competitive rates and a robust array of payment solutions. PSCU helps credit unions offer consumers the products and services they demand by delivering expertise and minimizing ancillary costs, such as fraud detection and mitigation. The company was in the midst of a multiyear initiative to evolve and broaden its call center services when it realized the need for better data organization and visibility.
挑战
PSCU, a credit union-owned cooperative, was in the midst of a multiyear initiative to evolve and broaden its call center services when it realized the need for better data organization and visibility. The company was dealing with disparate data sources and flat reporting that lacked analysis, color-coding, and cross-functionality. The reports served specific needs but did not show all the inputs or outputs due to lack of integration. PSCU recognized the need to better organize its data to more effectively align with its business model and to provide the full suite of products and member experience required by its credit union relationships. The view needed to be cross-functional for the company to optimize and innovate where necessary.
解决方案
PSCU started a relationship with Qlik to develop a centralized area to aggregate the disparate data and display it in an easy, integrated way that would deliver the right insights. The company had to undergo a thorough data cleanse of credit union members’ information before it could build solid, usable data models. With alignment and confidence in its source data, PSCU built the COO Dashboard, a centralized system that would demonstrate the company's main business priorities. Since then, PSCU has built 12 new reports that reflect down to the business unit level and a cross-functional Member Experience app that helps analyze the data from credit union service calls. The company also manages the performance management of the call centers with Qlik, and all call center agents get a Qlik NPrinting report of their particular metrics from the Qlik Sense app.
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