title: Management reporting automation and visualization in a banking organization
title: Ð²ÑÐ¿ÑÑÐºÐ½Ð°Ñ ÐºÐ²Ð°Ð»Ð¸ÑÐ¸ÐºÐ°ÑÐ¸Ð¾Ð½Ð½Ð°Ñ ÑÐ°Ð±Ð¾ÑÐ° Ð¼Ð°Ð³Ð¸ÑÑÑÐ°
titleType: Subtitle
title: ÐÐ²ÑÐ¾Ð¼Ð°ÑÐ¸Ð·Ð°ÑÐ¸Ñ Ð¸ Ð²Ð¸Ð·ÑÐ°Ð»Ð¸Ð·Ð°ÑÐ¸Ñ ÑÐ¿ÑÐ°Ð²Ð»ÐµÐ½ÑÐµÑÐºÐ¾Ð¹ Ð¾ÑÑÐµÑÐ½Ð¾ÑÑÐ¸ Ð² Ð±Ð°Ð½ÐºÐ¾Ð²ÑÐºÐ¾Ð¹ Ð¾ÑÐ³Ð°Ð½Ð¸Ð·Ð°ÑÐ¸Ð¸
Creators: name: ÐÐµÑÑÐµÐ»Ð»Ð°, Ð­Ð½ÑÐ¸ÐºÐ¾
Publisher: name: Ð¡Ð°Ð½ÐºÑ-ÐÐµÑÐµÑÐ±ÑÑÐ³ÑÐºÐ¸Ð¹ Ð¿Ð¾Ð»Ð¸ÑÐµÑÐ½Ð¸ÑÐµÑÐºÐ¸Ð¹ ÑÐ½Ð¸Ð²ÐµÑÑÐ¸ÑÐµÑ ÐÐµÑÑÐ° ÐÐµÐ»Ð¸ÐºÐ¾Ð³Ð¾
Year: 2023
Subjects: ÑÐ¿ÑÐ°Ð²Ð»ÐµÐ½ÑÐµÑÐºÐ°Ñ Ð¾ÑÑÐµÑÐ½Ð¾ÑÑÑ
Ð±Ð°Ð½ÐºÐ¾Ð²ÑÐºÐ°Ñ Ð¾ÑÐ³Ð°Ð½Ð¸Ð·Ð°ÑÐ¸Ñ
Ð°Ð²ÑÐ¾Ð¼Ð°ÑÐ¸Ð·Ð°ÑÐ¸Ñ
management reporting
banking organization
automation

description: Ð¦ÐµÐ»ÑÑ ÑÐ°Ð±Ð¾ÑÑ ÑÐ²Ð»ÑÐµÑÑÑ Ð¿ÑÐµÐ´ÑÑÐ°Ð²Ð»ÐµÐ½Ð¸Ðµ Ð¿ÑÐ¾ÑÐµÑÑÐ° Ð¸ ÑÐµÐ·ÑÐ»ÑÑÐ°ÑÐ¾Ð² ÑÐ°Ð·ÑÐ°Ð±Ð¾ÑÐºÐ¸ ÑÐ¸ÑÑÐµÐ¼Ñ ÑÐ¿ÑÐ°Ð²Ð»ÐµÐ½ÑÐµÑÐºÐ¾Ð¹ Ð¾ÑÑÐµÑÐ½Ð¾ÑÑÐ¸ Ð² CRM-Ð¿Ð¾Ð´ÑÐ°Ð·Ð´ÐµÐ»ÐµÐ½Ð¸Ð¸ Ð±Ð°Ð½ÐºÐ¾Ð²ÑÐºÐ¾Ð¹ Ð¾ÑÐ³Ð°Ð½Ð¸Ð·Ð°ÑÐ¸Ð¸. ÐÑÐµÐ´Ð¼ÐµÑ ÐÐÐ : ÑÐ¿ÑÐ°Ð²Ð»ÐµÐ½ÑÐµÑÐºÐ°Ñ Ð¾ÑÑÑÑÐ½Ð¾ÑÑÑ Ð² Ð±Ð°Ð½ÐºÐ¾Ð²ÑÐºÐ¾Ð¹ Ð¾ÑÐ³Ð°Ð½Ð¸Ð·Ð°ÑÐ¸Ð¸ ÐÐµÑÐ¾Ð´Ñ Ð¸ÑÑÐ»ÐµÐ´Ð¾Ð²Ð°Ð½Ð¸Ñ: ÑÐ±Ð¾Ñ Ð¸ Ð°Ð½Ð°Ð»Ð¸Ð· Ð´Ð°Ð½Ð½ÑÑ, Ð¼Ð¾Ð´ÐµÐ»Ð¸ÑÐ¾Ð²Ð°Ð½Ð¸Ðµ Ð±Ð¸Ð·Ð½ÐµÑ-Ð¿ÑÐ¾ÑÐµÑÑÐ¾Ð², Ð¿ÑÐµÐ´ÑÑÐ°Ð²Ð»ÐµÐ½Ð¸Ðµ ÑÐµÐ·ÑÐ»ÑÑÐ°ÑÐ¾Ð² ÑÐ°Ð·ÑÐ°Ð±Ð¾ÑÐºÐ¸ ÐÑÐ½Ð¾Ð²Ð½ÑÐµ Ð·Ð°Ð´Ð°ÑÐ¸ ÐÐÐ : 1) Ð¿ÑÐ¾Ð²ÐµÑÑÐ¸ Ð¾Ð±Ð·Ð¾Ñ Ð»Ð¸ÑÐµÑÐ°ÑÑÑÑ Ð¿Ð¾ ÑÐµÐ¼Ðµ ÑÐ¿ÑÐ°Ð²Ð»ÐµÐ½ÑÐµÑÐºÐ¾Ð¹ Ð¾ÑÑÐµÑÐ½Ð¾ÑÑÐ¸; 2) Ð¿ÑÐ¾Ð°Ð½Ð°Ð»Ð¸Ð·Ð¸ÑÐ¾Ð²Ð°ÑÑ Ð´ÐµÑÑÐµÐ»ÑÐ½Ð¾ÑÑÑ Ð±Ð°Ð½ÐºÐ¾Ð²ÑÐºÐ¾Ð¹ Ð¾ÑÐ³Ð°Ð½Ð¸Ð·Ð°ÑÐ¸Ð¸ Ð¸ ÐµÐµ ÐºÐ¾Ð½ÐºÑÐµÑÐ½Ð¾Ð³Ð¾ Ð¿Ð¾Ð´ÑÐ°Ð·Ð´ÐµÐ»ÐµÐ½Ð¸Ñ ÐºÐ°Ðº Ð¾Ð±ÑÐµÐºÑÐ° Ð¸ÑÑÐ»ÐµÐ´Ð¾Ð²Ð°Ð½Ð¸Ñ; 3) ÑÐ¼Ð¾Ð´ÐµÐ»Ð¸ÑÐ¾Ð²Ð°ÑÑ Ð¾ÑÐ½Ð¾Ð²Ð½Ð¾Ð¹ Ð±Ð¸Ð·Ð½ÐµÑ-Ð¿ÑÐ¾ÑÐµÑÑ Ð¸ Ð¿Ð¾Ð´Ð´ÐµÑÐ¶Ð¸Ð²Ð°ÑÑÑÑ ÐµÐµ ÑÑÐµÐ¼Ñ Ð¿Ð¾ÑÐ¾ÐºÐ° Ð´Ð°Ð½Ð½ÑÑ Ð² ÑÐ¾ÑÑÐ¾ÑÐ½Ð¸Ð¸ Â«ÐºÐ°Ðº ÐµÑÑÑÂ»; 4) Ð½Ð° Ð¾ÑÐ½Ð¾Ð²Ðµ Ð½ÐµÐ´Ð¾ÑÑÐ°ÑÐºÐ¾Ð² Ð¼Ð¾Ð´ÐµÐ»ÐµÐ¹ Â«ÐºÐ°Ðº ÐµÑÑÑÂ» ÑÐ°Ð·ÑÐ°Ð±Ð¾ÑÐ°ÑÑ Ð¼Ð¾Ð´ÐµÐ»Ð¸ Â«ÐºÐ°Ðº Ð´Ð¾Ð»Ð¶Ð½Ð¾ Ð±ÑÑÑÂ»; 5) Ð¿ÑÐµÐ´ÑÑÐ°Ð²Ð¸ÑÑ Ð¿ÑÐ¾ÑÐµÑÑ ÑÐ°Ð·ÑÐ°Ð±Ð¾ÑÐºÐ¸ ÑÐ¸ÑÑÐµÐ¼Ñ Ð¾ÑÑÐµÑÐ½Ð¾ÑÑÐ¸ Ð¸ ÐµÐµ ÑÐµÐ·ÑÐ»ÑÑÐ°ÑÑ. ÐÐ±Ð»Ð°ÑÑÑÑ Ð¿ÑÐ¸Ð¼ÐµÐ½ÐµÐ½Ð¸Ñ ÑÐµÐ·ÑÐ»ÑÑÐ°ÑÐ¾Ð² ÐÐÐ  ÑÐ²Ð»ÑÐµÑÑÑ Ð±Ð°Ð½ÐºÐ¾Ð²ÑÐºÐ¸Ð¹ ÑÐµÐºÑÐ¾Ñ, Ð° ÑÐ°ÐºÐ¶Ðµ Ð´ÑÑÐ³Ð¸Ðµ ÐºÑÑÐ¿Ð½ÑÐµ Ð¾ÑÐ³Ð°Ð½Ð¸Ð·Ð°ÑÐ¸Ð¸, ÑÐµÑÐ½Ð¾ ÑÐ²ÑÐ·Ð°Ð½Ð½ÑÐµ ÑÐ¾ Ð²Ð·Ð°Ð¸Ð¼Ð¾Ð´ÐµÐ¹ÑÑÐ²Ð¸ÐµÐ¼ Ñ ÐºÐ»Ð¸ÐµÐ½ÑÐ°Ð¼Ð¸. ÐÑÐ°ÐºÑÐ¸ÑÐµÑÐºÐ°Ñ Ð·Ð½Ð°ÑÐ¸Ð¼Ð¾ÑÑÑ ÑÐ°Ð±Ð¾ÑÑ Ð¾Ð¿ÑÐµÐ´ÐµÐ»ÑÐµÑÑÑ ÑÐµÐ·ÑÐ»ÑÑÐ°ÑÐ°Ð¼Ð¸ ÑÐµÐ°Ð»Ð¸Ð·Ð°ÑÐ¸Ð¸ Ð¿ÑÐ¾ÐµÐºÑÐ°: Ð² Ð¾Ð±ÑÐµÐºÑÐµ Ð¸ÑÑÐ»ÐµÐ´Ð¾Ð²Ð°Ð½Ð¸Ñ Ð±ÑÐ»Ð° ÑÐ°Ð·ÑÐ°Ð±Ð¾ÑÐ°Ð½Ð° Ð¸Ð½ÑÑÐ°ÑÑÑÑÐºÑÑÑÐ° Ð´Ð°Ð½Ð½ÑÑ Ð¸ ÑÐ¸ÑÑÐµÐ¼Ð° Ð¾ÑÑÐµÑÐ½Ð¾ÑÑÐ¸, ÐºÐ¾ÑÐ¾ÑÐ°Ñ Ð¿Ð¾Ð·Ð²Ð¾Ð»Ð¸Ð»Ð° Ð¾Ð¿ÑÐ¸Ð¼Ð¸Ð·Ð¸ÑÐ¾Ð²Ð°ÑÑ Ð¿ÑÐ¾ÑÐµÑÑÑ Ð²Ð·Ð°Ð¸Ð¼Ð¾Ð´ÐµÐ¹ÑÑÐ²Ð¸Ñ Ñ Ð·Ð°ÐºÐ°Ð·ÑÐ¸ÐºÐ°Ð¼Ð¸ ÐºÐ¾Ð¼Ð°Ð½Ð´Ñ. ÐÑÐ²Ð¾Ð´Ñ. ÐÐ°Ð´Ð°ÑÐ¸ ÐÐÐ  ÑÐµÑÐµÐ½Ñ, ÑÐµÐ»Ñ Ð´Ð¾ÑÑÐ¸Ð³Ð½ÑÑÐ°. Ð ÐµÐ·ÑÐ»ÑÑÐ°ÑÑ ÑÐ°Ð±Ð¾ÑÑ Ð¼Ð¾Ð³ÑÑ Ð±ÑÑÑ Ð¿ÑÐ¸Ð¼ÐµÐ½ÑÑÑÑ Ð¸ Ð¸ÑÐ¿Ð¾Ð»ÑÐ·Ð¾Ð²Ð°ÑÑÑÑ Ð½Ð° Ð¿ÑÐ°ÐºÑÐ¸ÐºÐµ.
description: The purpose of the work is to present the process and results of the development of a management reporting system in the CRM division of a banking organization. Subject of the study: management reporting in a banking organization Research methods: data collection and analysis, business process modeling, presentation of development results The main tasks of the thesis are: 1) review the literature on the topic of management reporting; 2) analyze the activities of a banking organization and its specific division as the object of research; 3) model the main business process and the supporting data flow schema in the "as is" state; 4) based on the drawbacks of the "as is" models develop the "to be" models; 5) present the process of developing a reporting system and its results. The scope of application of the thesisâ results is the banking sector, as well as other large organizations closely related to customer interaction. The practical significance of the work is determined by the results of the project: the data infrastructure and reporting system were developed, which allowed the optimization of the processes of interaction with the teams customers. Conclusions. The tasks of the thesis have been solved, the goal has been achieved. The results of the work can be applied and used in practice.