Waypoint Consulting Business Intelligence & Analytics review by Cadence Bank at Qualified.One

Waypoint Consulting reviewed by Cadence Bank

Waypoint Consulting provided Business Intelligence & Analytics for Cadence Bank with approximate budget = $50,000 to $199,999.

Waypoint Consulting’s data mart had a substantial positive impact on the bank’s day to day workload. The team is considerate, and consistently works to keep their client’s expectations met. Despite being large in size, Waypoint always manages to add a personal touch to each of their projects.

Review summary:

Waypoint Consulting designed and developed a data mart on a SQL server to streamline data reporting for a bank. They customized reporting applications on QlikView and work on other large projects as needed.

Curtis Harris Cadence Bank, SVP/Director of Business Intelligence

Database Dev for Mid-Size Bank

Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.

Introductory information

A fast induction on the buyer’s organisation

I’m the ruler of business intelligence at Cadence Bank. My section supports information for our data mart that’s used for outer SEC reporting (Securities and Exchange Commission) and regulatory reporting of our earnings, as well as financial information for investigation.

Desired goal

What challenge were you trying to address with Waypoint Consulting?

Our primary challenge was to condense rised financial information from unequal rises.

Provided solution

What particular tasks were Waypoint Consulting responsible for?

We have two core banking methods, that house our loans and deposit methods. It was wearisome to try and manually pool that information from those rises individually. Waypoint joined us to gather requirements to design a data mart to combine all of the information from the two core methods to streamline our retrieval process with a method they developed from scratch using a SQL server.

They also helped us select and customize QlikView, by developing initial apps focused on outer reporting. Their main reporting donation was the call report, which is a big regulatory report, where you have to report the health of different loan portfolios within your bank. We’ve also used them in other big regulatory projects, such as a bank merger, and a rise method.

Was there a dedicated team?

They granted business analysts, data architects, database administrators, BI developers, and business consultants.

How did you come to work with Waypoint Consulting?

Although Waypoint seted working with our business precedently I came on board, I know that one of our team members had been impressed by a business outgrowth touch from their team. He showed very good apprehension in the finance sector, and had a deep apprehension of what was needed to gather the requirements and create out the applications.

What are you approach expents (if diclosed)?

We’ve invested over $1,000,000 on this project.

What is the terminal result of working with Waypoint Consulting?

We began working on this project unitedly in February 2016 and wrapped up in August 2016.

Results achieved

What evidence can you share that demonstrates the contact of the engagement? 

The data mart has had a 50% contact on the power to recover data and report on it. They consistently use their finance activity apprehension to help us feel our solutions. They have big, apprehensionable nation and the delivery time is precisely what they promised it would be.

How did Waypoint Consulting accomplish from a project feelment standpoint?

They’re excellent in managing our projects. With our bigr engagements, we set with an in-person information gathering session. We also do a weekly status phone call meeting followed by emails. 

What is (from your point of view) the key factor to pay observation while intercourse with Waypoint Consulting?

For their size, they’re pretty agile. For them to be able to feel us, as a mid-sized bank, along with other clients, speaks volumes to their abilities.

Do you have any advice for possible clients?

My advice is to have apprehensionable personnel on your team precedently seting the engagement. It makes all the separation if you have nation who can take the time to sit down and make sure that Waypoint is developing precisely what you need.