Building Data Clarity for a Lending Network
A complete BI setup and custom dashboard system designed to help a large lending organization access key metrics and make faster decisions.
Financial Services NBFC
Project Objective
The primary objective was to create a simple, dependable, and data-backed environment that allowed business teams and leadership to:
Review performance metrics without relying on manual reporting
Access dashboards tailored to their roles
Track trends across regions smoothly
Strengthen data adoption across the organization
Challenge
Requirement for a Practical BI Foundation
They needed a reliable BI setup that could pull accurate data from existing systems and present it in a clear format, without complex training or heavy management overhead.
Need for a Custom Dashboard Application
A generic BI tool alone couldn’t meet the specific requirements of leadership and risk teams. A dedicated metrics application was needed to highlight exactly the data points relevant to decision-makers.
Users With Mixed Digital Literacy
Many team members across regions were not comfortable with complicated dashboards. The solution had to be simple, direct, and easy to navigate for all departments.
Services Provided
BI Setup Using Apache Superset
We implemented an open-source BI framework that allowed teams to view essential data with ease. This included:
Connecting Superset to existing data systems
Preparing dashboards for business and branch-level teams
Setting up role-based permissions
Enabling users to explore and filter data without technical support
Custom Metrics Application
A separate web application was developed for leadership teams who needed quicker access to core metrics. This included:
A simplified, clutter-free dashboard interface
Integration with the organization's live data sources
A module-based view for performance, risk, operations, and collections
Clear visual structures for faster interpretation
Tech Stack
Apache Superset
SQLAlchemy
PostgreSQL / MySQL
Node.js
Python
Nginx
Our Approach
Understanding the Reporting Patterns
We started by mapping the existing reporting methods, understanding what each team needed, and identifying gaps in their current workflow.
Selecting the Right BI Direction
Apache Superset was chosen as the core BI tool due to its flexibility and cost efficiency. We ensured the tool aligned well with the client’s existing databases and internal processes.
Creating Dashboards for Everyday Use
The BI dashboards were built with a focus on clarity and quick understanding. Each dashboard displayed only what the respective team needed nothing excessive or complex
Building a Separate Application for Leadership
Instead of adjusting Superset extensively, we built a custom web app specifically for leadership teams, giving them a direct view of the most relevant performance indicators.
Seamless Data Integration
Our team connected all tools with the organisation’s current data sources, avoiding any major infrastructure change.
Ensuring Team Adoption
We conducted training sessions, provided documentation, and created a clean UI to ensure every user whether technical or non-technical could comfortably work with the system.
Impact & Results
Faster Access to Information
Teams could view data instantly instead of waiting for manual reports.
Clear Visibility Across Regions
Leadership received a focused view of KPIs that mattered most to their role, creating consistency in decision-making.
Improved Data Usage Across Departments
More teams started using dashboards regularly as the interfaces were simple to understand.
Cost-Efficient BI Setup
By using an open-source BI tool plus a lightweight custom application, the organisation built a strong BI foundation without unnecessary expenses.
Schedule a Meeting with Our Experts
Share a brief about your project and get a guaranteed response within 24 hours.