Client background: A global alternative investment firm which seeks to provide investors with superior, risk-adjusted returns over the long-term.
Industry: Banking
Products/Services:  Qlik View

Business Challenge

  • Maintain and manage the established reporting solution based on Qlik catering to their risk management associates

  • Join hands with a reliable partner to maintain the system, address immediate and long-term reporting needs

  • Optimise data loading into Qlikview

Business Solution

  • Conducted a thorough analysis of the existing system

  • Facilitated significant reporting improvements covering:

      • rework of calculations in their projections & risk dashboards,
      • adding credit attributes and visualisations to the daily reports,
      • bringing in sector-level Bloomberg data into their PNL analysis
      • creating a new investor relations report
  • Fixed some of the long-standing data loading problems such as:

      • refreshing historical data from their database into QVDs
      • scheduling improvements in the Qlikview Management Console
      • implementing more efficient SQL queries in the QVD generator Qlikview documents
  • Helped risk management associates to develop their reports in Qlikview and perform their niche analysis

Business Benefits

  • Instant access to meaningful data

  • 15% Increased operational efficiency for business

  • Optimised performance of risk management associates

  • Delivered multiple views ensuring user-level access and security


  • QlikView

  • SQL Server