Case Study

Gruppo Credito Valtellinese - Case Study

Fast, flexible corporate Business Intelligence with Board

The Company

With more than 480 branches operating in Lombardy, Veneto, Tuscany, Lazio, and Sicily, over 4,000 employees, and total assets that exceed €25 billion, Credito Valtellinese is an important player in the Italian banking market, a protagonist of continuous development based on service quality, innovation, and promotion of socio-economic areas of reference.


The Software Selection: 4 key factors in choosing Board

Gianluca Mazzoni, Head of ICT at Credito Valtellinese, explains why the bank selected Board for data analysis and planning:

"Not wanting to limit ourselves to merely a reporting product, at the beginning we identified 4 fundamental factors to guide our decision: multidimensional analysis capabilities, the ability to perform simulations and planning, self-sufficiency, and ease of use. After three months of testing we were certain we had made the right choice."


Application Areas: an evolving scenario

Since August 2004, when the first experimental application was developed, Board has been effectively deployed across the organization. The solution delivers business insights to different types of users with a common need: to perform analysis and research, diversified by nature and historical depth, on a large amount of data.

Board has been implemented in an innovative way, starting from an existing DWH UDB, with web applications being created to be used directly by the main information system. These include: 

Customer Management

The Market Department monitors more than 800,000 customers, who can be analyzed by their profit and loss and from a balance sheet perspective, with reference to the previous year's behavior. 

A large dataset (over 10,000,000 records, with tables of over 2,000,000) is loaded in the multidimensional databases, allowing users to navigate data from the highest level of aggregation to the lowest level of detail. The customers can be segmented according to different criteria, allowing users to perform different kinds of targeted analysis, including profitability, cross-selling, up-selling, and churn rate

Human Resources

The Human Resources Department analyzes and dynamically controls the group headcount, providing daily visibility on staffing situations across all of the bank's departments, branches, and subsidiaries. Beginning with this HR representation it is possible to formulate a headcount budget, carry out simulations on the openings of new branches, and ensure that the HR Director of each bank always has an aggregated overview and updated vision.


The Benefits

Rapid responses to business users

Gianluca continues:

"Board is extremely flexible and allows us to respond easily and quickly to emerging business needs. The most positive aspect is the simplicity in making business users self-sufficient and fully proficient in promptly and effectively delivering their own information needs.

Our specialists, thanks to the qualified contribution of SDG Consulting Group, have now gained full control over Board's exhaustive CPM and BI functionalities and are able to support both the technical stage of defining the data model to be made available to users and the related business users' training."