Context of the Use Case
The Holding company and its subsidiary
A holding company, and its subsidiary, are located in differing legal jurisdictions, requiring compliance to differing sets of laws and regulations. The holding company keeps its business data in a relational-database and uses it to store information and manage its processes.
The subsidiary’s strategy, however, is to store and manage its information and processes through the use of spreadsheets. The subsidiary’s employees edit the business data in a number of different spreadsheets, which are then distributed between the business’ different departments.
The old process
The parent company uses the data from its subsidiary to enrich its existing data. Due to cross border regulations, parts of the data is required to be anonymised before being sent to the parent company via encrypted email. The operatives receiving the data must decrypt it before loading it into their database.
Reports for the parent company are generated automatically from this database. Fresh data is sent back to the subsidiary’s business departments via encrypted email. When the reports reach the subsidiary, they are decrypted and stored by the data consumers.
Data must be constantly synchronized and consolidated between different spreadsheets, which is a time-consuming process.
Spreadsheet processes are error-prone and inefficient, even when they can be automated.
Employees are required to coordinate access to the spreadsheets to avoid conflicts and mistakes when processing data.
Spreadsheet programs (like Excel) are not designed for the long-term storage of data and do not guarantee data integrity and consistency.
Business processes based on spreadsheets do not scale very well.
The aim of the project
Through the use of a database in conjunction with a suitable user interface, we centralized the knowledge of the different business processes distributed throughout the various departments.
The aim was to secure the quality of the business data through its entire life cycle and to minimize operational risks through the automation of business processes. To achieve better protection and security of the data, we defined an authorization concept and implemented data governance across the entire company.
Data governance, data quality and automation will increase efficiency, transparency and scalability of the data storage, providing true competitive advantages to the business. An agile approach is used to integrate our solutions smoothly into the already existing processes.
File Transfer Automation
Analysis of the time and space requirements, as well as the previously used manual processes is vital to this step. A file sharing will be setup, so that we can transfer data systematically from one entity to another.
The implementation of data security and anonymisation will ensure, that we meet our data stewardship responsibilities
To ensure that data is not corrupted or lost an automated workflow will be implemented.
Before the new approach is rolled out, intensive testing will be performed.
Before the data is migrated, a new database is installed and configured.
The data will then be analysed and prepared for the migration. The required scripts will be implemented and executed. Afterwards the data is normalised and cleansed.
An ETL process will be developed and implemented for the regular transfer of data to the parent company.
Intensive testing of the migrated data and ETL logic will be performed.
User Interface Implementation
The business processes will be analysed and understood to enable us to design and implement a suitable user interface.
To connect the user interface to the data and apply consistency checks, business logic will be implemented.
End-to-end testing will be conducted, to ensure that all requirements are met.
Finally, the documentation will be created to enable users to fully understand the design and implementation of the solution.
To make sure, every user is familiar with the new software, training will be given to the staff.
Are you interested?