Client workers‘ performance reporting

The thesis aims at design and implementation of a corporate performance management system in retail banking. It proposes a tree of performance metrics based on Dupont pyra-mid model. Using financial as well as non-financial measures, the proposed model manages to link all levels of management together into one shared hierarchy. As a result, the model shows how performance of a single worker adds up to the performance of the company as a whole. The model uses financial metrics such as interest margin, account balance, fees and remuneration cost and links them with non-financial measures such as client worker activities with clients, success rate of marketing campaigns, or client complaints. Implementation of the corporate performance management system is done using regular business intelligence tools. Third normal form data warehouse is the source for all data needed. A datamart on Teradata platform is proposed to hold the SQL transformed data from the data warehouse. Using the datamart a metadata layer in Microstrategy is created to distribute data among users