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
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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
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.
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.
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.
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
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
Apache Superset
SQLAlchemy
PostgreSQL / MySQL
Node.js
Python
Nginx
We started by mapping the existing reporting methods, understanding what each team needed, and identifying gaps in their current workflow.
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.
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
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.
Our team connected all tools with the organisation’s current data sources, avoiding any major infrastructure change.
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.
Teams could view data instantly instead of waiting for manual reports.
Leadership received a focused view of KPIs that mattered most to their role, creating consistency in decision-making.
More teams started using dashboards regularly as the interfaces were simple to understand.
By using an open-source BI tool plus a lightweight custom application, the organisation built a strong BI foundation without unnecessary expenses.
