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Success Story: BI Reporting Software.


World leading financial services provider


Large financial organizations have been affected by volatile economies, shareholder demands and difficult regulatory and accounting standards mandates over the past few years. Many firms have sought methods to analyze information that would allow them to identify and prevent illegal trading of securities. After several major scandals on Wall Street, both investors and the authorities governing financial institutions took an interest in receiving regular reports of the trading systems activities. Our client, along with other fund administrators, had a need to provide financial reports that were informative to different audiences of investment management professionals and investors alike.

Business Challenge

Among other paid services, the firm provides clients with customized reports—each report containing only the most essential information compiled from several primary data sources. Manual assembly of information made the process of completing the required documentation complex, time consuming and labor-intensive. The DIO-soft team was asked to create reports that were informative and user-friendly. Additionally, they needed templates developed for future information requests.



The DIO-soft team built a solution which allowed users to create reports based on each customer’s unique needs. Utilizing BI reporting software, the system was tightly integrated with the firm’s infrastructure and did not require any revision of its business process. Providing the customer with the ability to create all required reports, without losing information was vital. A distinctive feature of the project was the optimization of the data warehouse (Sybase and Netezza were two major components of the merged solution) and the development of the ETL (Extract-Transform-Load) process. Creating the ETL helped them significantly reduce the time it took to complete reports and decreased the workload within the data warehouse.



  • Optimized performance
  • System flexibility and adaptability
  • Reduction of the time needed for procedure
  • Ability to build customizable templates

Solutions Used

  • Turnkey development
  • Platform migration and re-engineering
  • Application integration and customization
  • Integrated system testing

Technologies used

  • Data Warehouse (Sybase, Sybase ASE, Sybase ASA)
  • Reporting (Actuate, Jaspersoft)

Contact our team of BI reporting software experts today.