Power BI Solution For a Large Financial Institution

13 Dec 2021

The Client

The client was a large financial institution based out of the UK.

The Need

The client was running several large user group webinars across the country and wanted to analyze the data captured during the webinars and analyze the data surveys captured based on the customer experience, webinar related surveys, Teams meeting attendance reports for the webinars and segregate based on different demographics, sentiments, and feedback analysis.

The Challenge

The customer had surveys that were captured in Survey monkey for each user after they attended the webinar. The webinars were running on MS Teams. The client needed the data to be updated into the reports at the end of the day.

Solution

We built several reports to identify different KPIs and visualizations for the data survey captured to segregate over webinar-related feedback, customer satisfaction reports, customer feedback, and sentiment analysis using Azure AI, Teams Attendance reports.

The solution required building a custom connector with Survey Monkey to pull the data into the reports at the end of the day for the survey conducted for the day. The primary challenge was to pull in the Team’s attendance reports which required PowerShell scripting to pull in the reports in CSV formats, upload to Azure file storage from where they were pulled in each night, and refresh the dataset. The outcome of the activity was the visual insights on the different data points from the customer surveys on the webinar specific information in terms of feedback and quality of the content being shared, customer service and satisfaction reports including customer sentiments to assist the institute to analyze the data on the fly that was filterable for each day, user type and other custom filters. The report was published on Power BI Cloud.

Benefits

• Ability to analyze data captured during webinar surveys, teams meeting, and customer experience.
• Ability to segregate data based on different demographics, sentiments, and feedback analysis.
• Custom connectors were built to pull data into reports at the end of the day for the survey conducted for the day.
• Provide visual insights on the different data points from the customer surveys.

Technology Used

• Power BI
• SQL Server
• Azure AI

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