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Case Study for a Financial Management Company

This Financial Management company based in Virginia manages the finances of the most popular and high earning athletes, personalities and entertainment celebrities. They needed to provide a system to generate client statements from their accounting system and deliver them to a secured web portal.

 


An SAP BI solution was implemented that was fully customized to generate individual client statements, cash flow requirements and to provide for ad hoc mass report generation.

 

The system included the following technologies:

  • QQube analytics server
  • SAP BI Platform
  • Java based custom programs for SAP BI
  • J2ee server with an Angular based front end to allow associates to run mass reports on demand.

 

The project helped the financial management company provide accurate accounting and delivery of reports and analytics to assist customers for Financial Counseling and management.