Arion · Financial Services
From weekly report archaeology to same-day decisions
A financial services group replaced seven disconnected reports with one trusted decision layer, cutting reporting effort by 80%.
80%
reduction in manual reporting effort
7 → 1
reports consolidated into one decision layer
4 weeks
faster average decision cycle
Challenge
Arion's leadership assembled performance reviews from seven tools across three departments. Numbers rarely matched, meetings were spent debating whose figures were right, and course corrections took weeks.
Analysis
The audit found no shared metric definitions, duplicated and conflicting tracking, and marketing data that had silently broken after a consent-banner update, overstating one channel's performance by roughly 40%.
Strategy
Define one metric dictionary owned by the business, fix the measurement foundation, then build role-specific dashboards, board, marketing and operations, on the same underlying model.
Implementation
Tracking was remediated and validated, sources consolidated into a governed data model, and three dashboard tiers built with automated refresh and anomaly alerts. Every metric links to its definition and owner.
Business Impact
Weekly reporting effort dropped from two days to two hours, and budget decisions that previously took a month now happen in the weekly review.
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