Smart Financial Reporting That Works

Reporting Solution for the Financial Company

Dataforest created a valuable and convenient reporting solution for the financial company that successfully helped lower the manual daily operations, changed how access was shared, and maintained more than 200 reports.

Data Engineering

Finance

Business process automation

Data Engineering

Finance

Business process automation

1

solution to handle more than 200 reports

5

seconds to load a report

About the client

Enra Group is the UK's leading provider and distributor of specialist property finance. They provide seamless access to funding for property investors, developers, landlords, and homeowners.

Tech stack

Python

QuickSight

Redshift

Boto 3

AWS DMS

The client's needs

The client requires up-to-date analytics on their products and clients to make informed decisions and effectively manage their finances. The company relied on a tool with over 200 reports, some of which were challenging to maintain and control access to. These reports were distributed via email in the form of Excel spreadsheets.

Our task was to develop a user-friendly solution to ease the management, maintenance, and expansion of the company's documents. The main challenges were improving the efficiency of their reporting process and enhancing daily operations.

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Challenges & solutions

Challenge

Overcome the challenge of managing and controlling access to more than 200 reports in Excel.

Solution

The new solution consolidates all the reports into a single, easily manageable platform, significantly simplifying the process of report management and access control.

Challenge

It used to take so long to build one report that the data became outdated in its final version.

Solution

Dataforest's innovative solution was to reduce the time of creating any report to seconds, alongside precise data processing and verification.

Challenge

The reports were based on various sources, such as other reports in different formats, e-mails, manually updated data, and other sources.

Solution

The new reporting solution was built to collect and process data from different sources simultaneously, resulting in reducing the time to develop the report to the seconds.

Challenge

Solution

Challenge

Solution

Challenge

Solution

Challenge

Solution

Challenge

Solution

Results

Dataforest developed a user-friendly and easily maintainable reporting solution, changing how Enra Group used to do its job. We built a system of report templates and standardized all the documentation, overcoming the challenge of 200 different reports.

By developing a data collection, processing, and consolidation system, Dataforest was able to build this new report solution to reduce the time required for report creation significantly and simultaneously increase data precision.

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Reporting Solution for the Financial Company slide 1

Reporting Solution for the Financial Company slide 2

Enra Group is the UK's leading provider and distributor of specialist property finance.

Steps of providing
data scraping services

Step 1 of 5

Free consultation

It's a good time to get info about each other, share values and discuss your project in detail. We will advise you on a solution and try to help to understand if we are a perfect match for you.

Step 2 of 5

Discovering and feasibility analysis

One of our core values is flexibility, hence we work with either one page high level requirements or with a full pack of tech docs. At this stage, we need to ensure that we understand the full scope of the project. Receive from you or perform a set of interviews and prepare the following documents: list of features with detailed description and acceptance criteria; list of fields that need to be scraped, solution architecture. Ultimately we make a project plan which we strictly follow. We are a result-oriented company, and that is one of our core values as well.

Step 3 of 5

Solution development

At this stage, we develop the scraping engine core logic. We run multiple tests to ensure that the solution is working properly. We map the fields and run the scraping. While scraping, we keep the full raw data so the final model can be enlarged easily. Ultimately we store data in any database and run quality assurance tests.

Step 4 of 5

Data delivery

After quality assurance tests are completed, we deliver data and solutions to the client. Though we have over 15 years of expertise in data engineering, we expect client’s participation in the project. While developing and crawling data, we provide midterm results so you can always see where we are and provide us with feedback. By the way, a high-level of communication is also our core value.

Step 5 of 5

Support and continuous improvement

We understand how crucial the solutions that we code for our clients are! Our goal is to build long-term relations, so we provide guarantees and support agreements. What is more, we are always happy to assist with further developments and statistics show that for us, 97% of our clients return to us with new projects.

How we provide data integration solutions

Step 1 of 5

Free consultation

It's a good time to get info about each other, share values and discuss your project in detail. We will advise you on a solution and try to help to understand if we are a perfect match for you.

Step 2 of 5

Discovering and feasibility analysis

One of our core values is flexibility, hence we work with either one page high level requirements or with a full pack of tech docs.

At this stage, we need to ensure that we understand the full scope of the project. We receive from you or perform a set of interviews and prepare the following documents: integration pipeline (which data we should get and where to upload), process logic (how system should work); use cases and acceptance criteria; solution architecture. Ultimately we make a project plan which we strictly follow.

Step 3 of 5

Solution development

At this stage, we build ETL pipelines and necessary APIs to automate the process. We attract our DevOps team to build the most efficient and scalable solution. Ending up with unit tests and quality assurance tests to ensure that the solution is working properly. Focus on Results is one of our core values as well.

Step 4 of 5

Solution delivery

After quality assurance tests are completed, we deliver solutions to the client. Though we have over 15 years of expertise in data engineering, we are expecting client’s participation in the project. While developing the integration system, we provide midterm results so you can always see where we are and provide us with feedback. By the way, a high-level of communication is also our core value.

Step 5 of 5

Support and continuous improvement

Steps of providing web applications services

Step 1 of 7

Web development discovery

In the initial stage of the web-based development project, professional business analysts make detailed documentation of the project requirements and the approximate structure of the future web application. DATAFOREST is a custom web application development agency, guided by extensive experience in multiple industries. We give you detailed project documentation and then assemble the team according to your time and budget.

Step 2 of 7

UX and UI design

Based on your wishes, the needs of your target audience, and the best web application design and development practices, our UX and UI experts create an aesthetically pleasing and user-friendly interface for your app to satisfy even the most demanding users.

Step 3 of 7

Web-based application development

At DATAFOREST we are following the best programming design principles and approaches. Being a data engineering company, we build high load platforms, with a significant level of flexibility and result orientation. We keep our deadlines and follow SOC 2 compliance requirements.

Step 4 of 7

Integration

With DATAFOREST, integrating the application into your business won’t stop your processes for a minute. We provide seamless integration with your software infrastructure and ensure smooth operation in no time.

Step 5 of 7

Quality assurance

We use a multi-level quality assurance system to avoid any unforeseen issues. Working with DATAFOREST, you can be confident that your web app development service solutions arrive to the market polished and in full compliance with all certification requirements.

Step 6 of 7

24/7 support

Once a product is released to the market, it’s crucial to keep it running smoothly. That’s why our experts provide several models of post-release support to ensure application uptime and stable workflows, increasing user satisfaction.

Step 7 of 7

Web app continuous improvement

Every truly high-quality software product has to constantly evolve to keep up with the times. We understand this, and therefore we provide services for updating and refining our software, as well as introducing new features to meet the growing needs of your business and target audience.

The way we deal with your task and help achieve results

Step 1 of 5

Free consultation

It's a good time to get info about each other, share values and discuss your project in detail. We will advise you on a solution and try to help to understand if we are a perfect match for you.

Step 2 of 5

Discovering and feasibility analysis

One of our core values is flexibility, hence we work with either one page high level requirements or with a full pack of tech docs.

In Data Science, there are numerous models and approaches, so at this stage we perform a set of interviews in order to define project objectives. We elaborate and discuss a set of hypotheses and assumptions. We create solution architecture, a project plan, and a list of insights or features that we have to achieve.

Step 3 of 5

Solution development

The work starts with data gathering, data cleaning and analysis. Feature engineering helps to determine your target variable and build several models for the initial review. Further modeling requires validating results and selecting models for the further development. Ultimately, we interpret the results. Nevertheless, data modeling is about a process that requires lots of back and forth iterations. We are result focused, as it’s one of our core values as well.

Step 4 of 5

Solution delivery

Data Science solutions can be a list of insights or a variety of different models that consume data and return results. Though we have over 15 years of expertise in data engineering, we expect client’s participation in the project. While modeling, we provide midterm results so you can always see where we are and provide us with feedback. By the way, a high-level of communication is also our core value.

Step 5 of 5

Support and continuous improvement

The way we deal with your issue and achieve result

Free consultation

Step 1 of 5

It's a good time to get info about each other, share values and discuss your project in detail. We will advise you on a solution and try to help to understand if we are a perfect match for you.

Step 2 of 5

Discovering and feasibility analysis

One of our core values is flexibility, hence we work with either one page high level requirements or with a full pack of tech docs.

Depending on project objectives, DevOps activity requires auditing the current approach, running metrics measurement, performing monitoring and checking logs. By having a set of interviews, we ensure that we understand the full scope of the project. Ultimately we make a project plan which we strictly follow. We are a result-oriented DevOps service provider company, and that is one of our core values as well.

Step 3 of 5

Solution development

At this stage, our certified DevOps engineers refine the product backlog. We deliver great results within digital transformation, cost optimization, CI/CD setup, containerization, and, last but not least, monitoring and logging. We are a result focused company – it’s one of our core values.

Step 4 of 5

Solution delivery

After quality assurance tests are completed, we deliver solutions to the client. Though we have over 15 years of expertise in data engineering, we expect client’s participation in the project. By the way, a high-level of communication is also our core value.

Step 5 of 5

Support and continuous improvement

Success stories

Check out a few case studies that show why DATAFOREST will meet your business needs.

All Success Stories

Cargo Documents Digitalisation

In logistics, every carrier relies on documentation, especially paper. Numerous paper documents are prone to frequent misplacement and erroneous signatures, while strict submission requirements exist. Dataforest has innovated a web application to streamline paper-intensive processes into an entirely digitized one with just a few clicks, significantly enhancing efficiency and accuracy.

seconds for doc generation

100%

doc actions with notifications

Andy Tomka

VP of Product, MVMNT

View case study

If you are looking for a strong product manager who takes the time to become enmeshed in your business and industry, then Maryna is the person for the job.

Back Office Automation

The client faced the challenge of upgrading their legacy manual and offline processes to new digital and emerging technologies and wanted to change the way suppliers, customers, and contractors interact with each other and improve their delivery process. The solution we implemented was a tailor-made web application that digitized the entire business process - CRM, warehouse management, and product delivery tracking.

32%

FTE costs reduction

19%

revenue growth

Aleksandr Kharin

CEO Biolevox, Medical Product Distributor

View case study

They immediately understood needs and expectations and assembled an excellent team to ensure the project is delivered on time and within budget. They remain very flexible and responsive.

Operating Supplement

We developed an ETL solution for a manufacturing company that combined all required data sources and made it possible to analyze information and identify bottlenecks of the process.

30+

supplier integrations

43%

cost reduction

David Schwarz

Product Owner Biomat, Manufacturing Company

View case study

DATAFOREST has the best data engineering expertise we have seen on the market in recent years.

Supply chain dashboard

The client needed to optimize the work of employees by building a data source integration and reporting system to use at different management levels. Ultimately, we developed a system that unifies relevant data from all sources and stores them in a structured form, which saves more than 900 hours of manual work monthly.

900h+

manual work reduced

100+

system integrations