Study : Crédit Agricole

交互式仪表板设计

我们客户所遇到的问题

Crédit Agricole Pacifica counts many agencies in France. Each manager receives an elaborated monthly report in Excel with all the performance results of each regional branch. This report is issued by the CIO, it is not editable and, for security reasons, can not be hosted online.

The problem : How to create an interactive dashboard maintaining the security level requested by the group, with no possibility to contact the CIO ?

我们程序的安排

1

Data collection:

Each month the CIO transfers the data via a single format: following the characteristics of this formar and its construction our team has designed the dashoboard. We did not have the right to change its structure or its format.

2

Needs analysis:

The issue of security was problematic. We did not have the possibility to audit the internal server of Crédit Agricole. We have, against all odds, decided to deploy an offline solution. A dossier has been given via USB flash driver containing files locally working on the client's computer.

3

Creation of the dashboard:

We have thought our interface above all else for the user. Crédit Agricole wanted to take screenshots of the reports for the management. A retractable menu was inserted to maintain maximum space available for data visualization.

关注
Focalisation client

The offline mode for more security:

For development, we have used technologies which allow us to have the highest flexibility for animating graphics in a browser, with no need to operate in a powerful server. Here we have also thought about the user. The manager just needed to open a html file in his browser, drag and drop a Excel file on it and all the data come alive! Thus, nothing is stored online but everything happens on a web browser.

我们客户最终获得的成果

Passing from an Excel to an interactive dashboard allows to save time, understand much better the data and produce reports more visual and understandable. The gain is immediate from all sides !

画龙点睛之处

This sentence does not come from our team, like in other projects. Here, it is the customer himself who has wanted to thank us by sending a bottle of champagne at the end of the project! We keep a lasting memory of it ;)