Capability benchmark reporting

 data

Objective

A financial services client required an easy-to-use reporting solution for distributing the results of a web survey to 20,000 employees.

Key challenges:

  • Support flexible filtering and drill-down analysis
  • Protect sensitive or personally identifiable data
  • Allow users to produce customized charts using selected data
2

Technical solution

  • Automatically generated Excel-based reporting tools, with custom aggregated data and pre-defined charts
  • Reporting tool supports fine-grained filtering and analysis, using familiar Windows user interface elements
  • Customized charts can be exported to PowerPoint, enabling users to assemble custom presentations to fit their specific needs
impact

Result

  • Tool allowed fast distribution of individual BU survey results to 20,000 employees
  • Individual, detailed analyses possible for every participant (incl. PowerPoint export), enabling high effectiveness of survey
  • An Access-based admin tool imports survey data and provides user-friendly filtering and custom aggregation
Industry
Banking
Tool type
Benchmarking
Data volume
Survey results for 20,000 employees
Tools involved
Access
PowerPoint
Excel
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