Hemang Panchal

Migration of Financial Reporting from Tableau to Power BI

• Key Achievement: Successfully managed the migration of financial reporting systems from Tableau to Power BI, delivering enhanced visualization capabilities, seamless integration with Microsoft tools, and significant cost savings while ensuring minimal disruption to business operations

Project Highlights

1. Strategic Planning and Execution:

• Conducted a thorough audit of existing Tableau reports with finance and IT teams, defining project scope and deliverables
• Developed a phased approach with distinct stages: Planning, Development, and Support, ensuring structured project execution
• Demonstrated commitment to timely completion by prioritizing tasks, ensuring project requirements were met within set deadlines

2. Stakeholder Engagement:

• Organized workshops with finance teams to gather feedback on current reporting challenges and improvement areas
• Collaborated with multiple stakeholder teams to understand their requirements and address their concerns effectively
• Secured stakeholder alignment by showcasing Power BI’s advanced features, including integration with Excel and SharePoint

3. Development and Transition:

• Partnered with IT teams to configure Power BI environments, ensuring compatibility with organizational data sources
• Facilitated smooth and swift transitions by bridging communication between Tableau and Power BI technical teams
• Maintained consistent communication with stakeholders through regular project updates and progress reports

4. Change Management and Training:

• Designed tailored user guides and video tutorials to support a smooth transition for users
• Established a helpdesk for ongoing support and conducted one-on-one training sessions to address resistance and build confidence

5. Leadership and Collaboration:

• Managed cross-functional teams with efficiency, ensuring daily and monthly tasks aligned with project milestones
• Motivated teams to deliver their best, resulting in the successful and timely completion of the project
• Fostered collaboration among technical teams and stakeholders, ensuring seamless integration and minimal disruptions

Key Results Achieved

• Improved Productivity: Enhanced the organization’s data-driven decision-making through efficient and user-friendly reporting systems
• Cost Optimization: Delivered a more cost-effective solution without compromising on functionality or quality
• High Adoption Rates: Successfully onboarded all team members through personalized training and extended support, ensuring a smooth transition
• Timely Delivery: Ensured all project requirements were met and tasks were completed within the designated timelines
• Core Skills and Expertise: Project planning and phased execution, Stakeholder engagement and communication, Change management and adoption strategies, Expertise in Power BI and Tableau, Team leadership, collaboration, and performance optimization

• Provided product control and financial analysis for Equities

• Supported reference data management for financial markets, ensuring compliance with regulatory standards

• Conducted comprehensive equity research and analysis for investment decisions

• Provided product control and financial analysis for interest rate swap operations

• Supported global market operations and ensured smooth execution of trading activities