Organisation Overview

A leading financial services organization in Singapore, with a strongpresence in wealth management, sought to strengthen its data-drivendecision-making capabilities. To support its growing need for secure,high-quality, and centralized data access, the organization aimed tobuild a robust analytics platform that could integrate multiple upstreamsystems and deliver insights in real time. The focus was on enablingbusiness users and analysts to leverage accurate data for timelydecisions, while ensuring compliance and governance over sensitiveinformation. ​

The Challenges Faced

The organization faced several challenges in its existing data andreporting processes: ​

1. ​Fragmented Data Sources: Information from various upstreamsystems was siloed, making it difficult to consolidate data forreporting and analysis. ​
2. Limited Real-Time Access: Analysts lacked the ability to connectdirectly to a centralized data platform, slowing down decision-making. ​
3. Security and Compliance Risks: Without fine-grained access control,protecting sensitive data and ensuring compliance with internalsecurity policies posed significant challenges. ​
4. Manual Data Processing: Data preparation required high manualeffort, increasing the risk of errors and inconsistencies.​
5. Scalability Limitations: The legacy setup could not effectivelysupport self-service analytics or evolving business needs.

​Solution Proposed

To address these challenges, TeBS designed and implemented acentralized Analytics Data Store and Sandbox System (ADSS) powered byMicrosoft technologies: ​

• ​Centralized Analytics Platform: A golden data repository was deployedto consolidate transaction, position, client, and product data fromupstream systems. ​
• Self-Service Visualization: Microsoft Power BI Pro was integrated forinteractive dashboards, enabling business users to explore data securelyand independently. ​
• Automated Data Pipelines: SSIS packages and PowerShell scriptsautomated data extraction, transformation, and loading (ETL), ensuringaccuracy and timeliness. ​
• Secure Access Controls: Integration with AD, LDAP, and SAML provideduser authentication, while role-based permissions restricted access tosensitive information. ​
• Unified Reporting Interface: Analysts and business users could accesscurated dashboards and reports within a single platform, supported bysearch-based navigation and keyword queries. ​

Benefit

• Improved Decision-Making: Analysts gained near real-time access to consolidated, accurate data, supporting faster and better-informed business decisions. ​
• Enhanced Security & Compliance: Role-based access controls and masking of sensitive information ensured compliance with internal and regulatory standards. ​
• Operational Efficiency: Automated data ingestion and integration reduced manual work, minimized errors, and improved data accuracy. ​
• Empowered Users: Self-service BI capabilities enabled business teams to independently generate insights, reducing reliance on IT teams. ​
• Future Scalability: The solution established a foundation for advanced analytics and integration with external systems, ensuring readiness for future growth. ​

Conclusion

By partnering with TeBS to build the Analytics Data Store and SandboxSystem, the organization successfully modernized its data infrastructure.The centralized platform unified data from multiple systems, automatedETL processes, and enforced secure access controls. This transformationnot only enhanced decision-making and compliance but alsoempowered business users with self-service analytics—positioning theorganization to drive innovation and maintain a competitive edge in thefinancial services industry. ​​