Forecast
Client Overview
Forecast GPS is that part of BankersGPS (Goal Positioning System) which using call report data, built-in modeling features, and forecasted rate information, automatically creates a 3-year projection for any bank.
Challenges / Business Problems
Build product with features like
A 3-year financial projection with automatic quarterly updates.
Save as many scenarios as you like, graphically see how they compare, then determine your best course of action. Record assumptions and action plans for quick future reference.
Access to an executive-level forecast to work from, giving bankers time to focus on analyzing and fine-tuning their plan rather than building it.
Risk Analysis reports for liquidity, contingency funding, future capital adequacy and ALLL needs under stressed conditions.
Streamlined editing features for varying time periods to easily alter forecast as conditions change and Instantly see the impact on bottom-line as you evaluate alternative ‘what-if?’ tactics.
Flexible Reporting Options- Drop down menus offer views of alternative time periods, custom report packages in PDF and excel, 20 qtr historical and 12 qtr forecast data.
Soluion Overview
- Forecast GPS is that part of BankersGPS (Goal Positioning System) which using call report data, built-in modeling features, and forecasted rate information, automatically creates a 3-year projection for any bank
- It gives instant access to a 3-year forecast and automatic quarterly updates along continuous rolling view of performance trends.
- It also gives various reports and tools that help them know the strengths and opportunities and set and plan goals.
Project Overview
Schedule
2-4 weeks Sprint – iterative method
Agile iterative development cycle
Team Size
7 Experts
Developers, Analysts & QA Engineers
User Overview
Region
USA
Industry
Finance – Banking
Total Users
100+
User Type
Bankers of individual banks & Students of Graduate School of Retail Bank Management (GSRBM)
Technologies
MS Visual Studio 2013, 2005
MS SQL Server 2005
.NET Framework 4.5, 2.0
ABC PDF .NET
Chart Director
Crystal Report
MS FxCop
MS Access, MS Excel, MS Word, MS Project