What is Dataview

DataViewTM is an end to end Financial Data Management Platform that streamlines business processes, reducing key risks and overheads. It creates business efficiency by reducing or eliminating the time spent by key business personnel on the production, calculation, aggregation, validation and reconciliation of data, allowing them to focus rather on the business behind the data, assured that it is accurate and reproducible. With a proven track record in global Investment Banking, DataView can also be used in small to medium sized financial companies.

Dataview will combine your disparate data sources and systems, eliminate the inaccuracies, transform each source to fit one standard, providing your organization with relevant  and reliable management information.

The Benefits of DataView

Automation and Regulatory Controls

In most organisations, key data is either sent to clients, the regulators, or used by management to make strategic decisions for the firm. This data has usually been compiled from many disparate sources and has been filtered, aggregated or transformed many times before it is sent out. This has been found to be very manual and labour intensive and prone to a lot of human error. In addition, trying to trace numbers back to source can be next to impossible.

DataView will provide the key business decision makers with a visual process that:

  • Can be easily understood and verified, ensuring the right analytics and calculators are used
  • Will take minutes rather than hours to produce.
  • Can be easily paused, stopped, or re-run
  • Adheres to the firms or regulatory compliance directives
  • Reduces process risk

Competitive Edge

If your organisation has an in-house infrastructure to collect, reformat and prepare management and reconciliation data, then you know how expensive, complicated and time consuming it can be, often with key staff supporting and maintaining it. Each update and change can be costly and inconvenient.

The cost savings of using DataView will justify the spend, even before you start thinking about the new ways of analyzing the data using the man hours you have saved.

Dataview significantly increases productivity and reduces the costs associated with processing data and generating compulsory business unit and company KPIs, through automation of the whole process, thereby freeing up expertise and skills for a competitive edge in the market.

Unique Selling points of DataView 

DataView is designed for business users to run, allowing them to retain control, whilst meeting all business and regulatory controls.

DataView integrates with existing systems and platforms, enabling  a controlled release path, thus reducing the risks and costs usually associated with new software solutions

DataView has ONE Dashboard which makes is easy to understand and see all of your business processes and disparate data/systems in one place.

With Dataview, there are no costly and frequent rollouts and support costs as the key business logic is maintained on the server.

DataView can do both canned reports as well as our unique Dynamic Reports, in Excel, so they are easy to understand and to drill into, or even use from within VBA.

With DataView, Excel becomes a disposable read only copy of the data, moving the golden source to a controlled location, thus providing  firm wide and regulatory compliance from the beginning.

DataView is a cross platform solution, so no matter whether the IT runs on Windows, Linux, or both, DataView will ensure they seamlessly integrate which each other as well as Excel. DataView also integrates seamlessly with Excel and Java/.Net.

Dataview uses a Hybrid model enabling quick time to market and low cost, whilst retaining your firms unique selling points (i.e. key IPR).

A Visual summary of DataView (Reporting Workflow)

Is this your current State:

A lot of manual processing, copy and paste Risk. Excel sheets based on Excel sheets, some of which your team does not own. Many hidden macros written by employees no longer with the firm. A ten page Word document explaining how to manually create a report, with instructions on how to run the report "correctly":  

An example of the current data organisation:

The DataView Target State:

Using DataView you can get to a controlled and robust target state, yet still have the flexibility to rapidly adapt to the changing market conditions. You can have SLA's with the data sources, and DataView will manage the transformations into your normalised data format(s). It can then supply data to Excel in a controlled manner via the Sequential Excel Add-In, create Dynamic Excel Reports, create static PDF Reports, or integrate with any other system or client you have in your firm.

An example of the target data organisation: