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DASHBOARDS CustomWare.Net Kiev, December 2012. Footer Title 2 Concept, ideas and goals Technical solution and feature overview Internal usage Banks requirements.

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Presentation on theme: "DASHBOARDS CustomWare.Net Kiev, December 2012. Footer Title 2 Concept, ideas and goals Technical solution and feature overview Internal usage Banks requirements."— Presentation transcript:

1 DASHBOARDS CustomWare.Net Kiev, December 2012

2 Footer Title 2 Concept, ideas and goals Technical solution and feature overview Internal usage Banks requirements Further plans

3 Footer CONCEPT CustomWare.Net 3

4 Goals to achieve Provide highlighted visual information in current status of business operations in easy, adjustable and customizable format Support decision making process Improve flexibility and friendliness of the user interface 4 Footer

5 The Idea 5 Efficiency and usability Flexibility Graphical presentation Information from different sources

6 Footer TECHNICAL DESCRIPTION CustomWare.Net 6

7 Footer 7 Windows Presentation Foundation (WPF) WPF Controls Getting data for controls Tools for making XAML Implementation dashboards in CW.NET Use data for dashboards from other QUIPU systems

8 Footer 8 View data in Grid Build of charts (series) Opportunities.NET 4 and later

9 Windows Presentation Foundation

10 WPF Controls Controls are able for using in dashboards: Grids Charts

11 Grids. Simple mode

12 Grids. Card Mode

13 Grids. Detail Mode

14 Charts. 2D

15 Charts. 3D

16 Getting data for controls Two ways for getting data: Dynamic queries Stored Procedures (SPs)

17 Why SPs are better? Query SP

18 Tools for making XAML Microsoft tools (Visual Studio) Quipu tools (Dashboard Maker)

19 Visual Studio(WPF designer)

20 Advantages and disadvantages + WPF form create by “drag and drop” + Auto generation XAML code -Necessity of rebuilding and restarting application -Necessity of buying licenses for users from bank

21 Dashboard Maker

22 Advantages and disadvantages + Easy editor for tables in CW.NET + Running local SP’s with getting result + Editing XAML in syntax-lighting editor + Building dashboards dynamic without restart application - WYSIWYG doesn’t exist (XAML writes manually)

23 Implementation dashboards in CW.NET DB Model How it works What it looks like

24 DB Model

25 How it works

26 What it looks like

27 Use data for dashboards from other QUIPU systems

28 Viewing data in Grid Sorting Grouping Summary

29 Grid. Sorting (Multi)

30 Grid. Grouping

31 Grid. Summary

32 Building of charts (series) Chart control is able for show a few datasets as series

33 New opportunities -Net Framework 4.5 -New controls for data visualization

34 New types of chart

35 New opportunities for display data Tree View

36 New opportunities for display data Grid with filter

37 New opportunities for display data Master-detail with linked tables

38 Calendar control

39 Schedule control

40 Footer INTERNAL USAGE CustomWare.Net 40

41 SQL Server monitoring Based on SQL server internal monitoring tool (embedded in CW.net service) “Health visualization” of SQL Server current activities ‒Wait types ‒Session waits ‒SQL Alert points

42 Monitoring Dashboards

43 Footer BANKS REQUIREMENTS CustomWare.Net 43

44 Collaboration Information below is presented as it is Considering CW.NET as OLTP system, there is no way to fulfill all the requirements from cw.net DB

45 PCB UKR Retail part 45 Footer Branch Manager Actual cash balance Matured deposits for today Branch deposit portfolio plan\actual Not finished BP Retail Manager Branch deposit portfolio plan\actual CA portfolio plan\actual Client Adviser New contracts plan\actual New contracts CA\branch

46 PCB UKR Loan part 46 Footer Branch Manager Disbursements plan\actual Loan applications in work BCA\Corporate Loan applications in work Disbursements plan\actual Loan in arrears Back officer Planned disbursement for today Credit specialist\Lawyer Clients’ debts and balances

47 PCB GEO Loan part 47 Footer Only Branch Manager Dynamics of new loan applications Dynamics of interest income from credit products (IW ?) Cash on hand Business Adviser/Business Coordinator/Branch Manager Loan portfolio (IW ?) Current payments Loans in arrears Sold non-credit products Disbursed loans

48 Footer FURTHER PLANS CustomWare.Net 48

49 Further plans Middle term Development Support of operational business planning Complex widgets including several controls Smart resize of the widgets Collaboration inside Quipu applications – CRM,IW Implementation PCB UKR – Retail part is ready(except plans), Loan part in February PCB GEO – First version is planned for February Long term Development Migration to FW 4.5 Including more complicated diagrams and charts of external providers Support of tablets and mobile devices

50 THANK YOU!


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