The project Forecasting System would be a tool used to record/report on forecast project spend. It would contain active projects, their Components and Cost Elements from a proprietary system. System would be updated nightly by a SmartStream system.
The solution would provide Bank managers with the ability to create project budget spending forecasts and track those forecasts against actual project spending over time. The solution would enable reporting to the Bank management team.
Solution.
Our company was approached with an exciting opportunity to streamline reporting, simplify workflow, and allow easy navigation to its users. We ran a client workshop in order to get up to speed on business requirements and key dependencies associated with the project. The learnings were that the key goals for the project was to provide customers with streamlined workflows, and key reporting abilities to manipulate data. Ideally, users could use the new functionality to view in more detail reports, dashboards for all project reports including quarterly, monthly, and yearly financial reports by mapping any number of components.
Challenge.
The project Forecasting System would be a tool used to record/report on forecast project spend. It would contain active projects, their Components and Cost Elements from a proprietary system. System would be updated nightly by a SmartStream system.
The solution would provide Bank managers with the ability to create project budget spending forecasts and track those forecasts against actual project spending over time. The solution would enable reporting to the Bank management team.
Solution.
Our company was approached with an exciting opportunity to streamline reporting, simplify workflow, and allow easy navigation to its users. We ran a client workshop in order to get up to speed on business requirements and key dependencies associated with the project. The learnings were that the key goals for the project was to provide customers with streamlined workflows, and key reporting abilities to manipulate data. Ideally, users could use the new functionality to view in more detail reports, dashboards for all project reports including quarterly, monthly, and yearly financial reports by mapping any number of components.
Initial gathering of functional and business requirements with various stakeholders, and key group was performed. Creation of data architecture, use cases, and design of the front-end GUI documentation was conducted.
The website for data capture was developed in .net. The web server was configured to connect with SQL Server 2012 data and server machine. All of the data including user input, resided in the application database. In addition ETL solution was built capable of importing SmartStream extract of project data from flat files using SQL Server Integration Services (SSIS) as well as ability to manually upload project data from other General Ledger systems.
Key features:
- Developed ETL solution, capable of importing SmartStream extract of project data from flat files using SQL Server Integration Services (SSIS). Support built for daily data refresh of Smarstream data ensured SmartStream data import would not affect delete/modify manually entered forecasting data stored in the Forecast Module.
- Ensured data import framework was easily extensible to include additional data fields in the SmartStream data feed (changes/extensions of transformation logic and additional data sources).
- Developed a project forecast entry screen to allow project delivery managers to enter project forecasts.
- Provided the ability for Forecast Module administrator to enter/modify data within the forecast database.
- Provided ability to manually upload project data from other General Ledger systems providing that it follows a defined format that is based on the current defined feeds from SmartStream.
- Implementation of defined reports.
Key Facts.
Initial gathering of functional and business requirements with various stakeholders, and key group was performed. Creation of data architecture, use cases, and design of the front-end GUI documentation was conducted.
The website for data capture was developed in .net. The web server was configured to connect with SQL Server 2012 data and server machine. All of the data including user input, resided in the application database. In addition ETL solution was built capable of importing SmartStream extract of project data from flat files using SQL Server Integration Services (SSIS) as well as ability to manually upload project data from other General Ledger systems.
Key features:
- Developed ETL solution, capable of importing SmartStream extract of project data from flat files using SQL Server Integration Services (SSIS). Support built for daily data refresh of Smarstream data ensured SmartStream data import would not affect delete/modify manually entered forecasting data stored in the Forecast Module.
- Ensured data import framework was easily extensible to include additional data fields in the SmartStream data feed (changes/extensions of transformation logic and additional data sources).
- Developed a project forecast entry screen to allow project delivery managers to enter project forecasts.
- Provided the ability for Forecast Module administrator to enter/modify data within the forecast database.
- Provided ability to manually upload project data from other General Ledger systems providing that it follows a defined format that is based on the current defined feeds from SmartStream.
- Implementation of defined reports.
