Data & Portfolio Analytics

The client wanted to redesign the existing in-house system and to expand its functionality, make it scalable, and offer it as a service to other equity funds.

DataArt Case Study: Data & Portfolio Analytics

Highlights

  • Performance monitoring (with a diverse metrics array) for invested businesses;
  • All information submitted by portfolio companies is stored in the database and automatically updated information on a client can include up to 150 different details;
  • A powerful, user-friendly, centralized server storage with files available in Excel format;
  • System supports multiple types of Excel spreadsheet templates;
  • Prefabricated, new, custom spreadsheets can contain intricate calculation formulas;
  • Report aggregation functionality makes it possible to merge multiple spreadsheets into a single printable file;
  • Spreadsheets can be exported to SAC and Microsoft Document Imaging (MDI) format;
  • Intricate multi-level approval workflow.

Technology

  • Integration with Active Directory, Excel, Cognos, Open ID, Live ID, Sharepoint
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