Management Cockpit System for a Large Joint-Stock Commercial Bank _Typical Cases

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Management Cockpit System for a Large Joint-Stock Commercial Bank

Client Background

After years of digital transformation, a major state-owned joint-stock commercial bank in China has achieved comprehensive informatization across both business and management domains, effectively supporting rapid growth and refined operations.

Through the construction of a Management Cockpit, the bank integrates data across all business lines, front/middle/back offices, headquarters and branches—covering operations, finance, risk, and security. The system enables centralized data visualization, intelligent decision-making, and real-time command and dispatch, thereby enhancing management capabilities and establishing a more scientific and efficient decision-making framework.

Solution

The core challenge in cockpit design lies in building a KPI system aligned with the bank’s strategic goals, empowering executives to make scientific and informed decisions.

Data Layer Development Presentation Layer Development Analytical Layer Development

Data Layer Development

At the heart of the Management Cockpit design is the establishment of a KPI framework that reflects the bank’s strategic development objectives. This framework must take into account historical performance, current operational status, and future strategic direction. For a large state-owned commercial bank, this includes understanding the institution's lifecycle within its macroeconomic environment and internal context, enabling timely adjustments to its strategic roadmap.
The cockpit prioritizes and organizes indicators based on relevance and importance to the management team. Upon logging in, executives are presented with a visualized dashboard of all key performance metrics they care about—providing real-time insights into operational performance and resource availability.

Presentation Layer Development

The display layer is tailored to the management characteristics of large state-owned commercial banks. It offers modular, customized views for different business domains—including financial indicators, peer benchmarking, and internal operational metrics. Each metric can be visualized in multiple formats, such as dashboards, bar charts, pie charts, line graphs, and radar charts.
The presentation layer also offers a highly interactive experience. Users can click on individual indicators to drill down for further analysis. Common analytical methods include correlation analysis, variance analysis, trend analysis, hotspot identification, and comparative benchmarking.

Analytical Layer Development

The analytical engine of the cockpit supports the full cycle of problem discovery, root cause analysis, and resolution:
Problem Discovery: The system continuously monitors key indicators, identifying deviations in business performance. Such deviations signal potential issues that warrant deeper investigation.
Root Cause Analysis: By comparing metrics across time (YoY/MoM), dimensions (branches, departments), and industry benchmarks, the system enables multi-angle diagnostics to pinpoint the underlying causes.
Issue Resolution: Executives can drill down to the original business data, correlate findings with strategy execution status, and identify gaps or inefficiencies in processes. This allows for continuous optimization of operations and informed decision-making.

Achievements

The Management Cockpit developed for a leading state-owned commercial bank has set a benchmark for the industry, leveraging advanced visualization technologies and a robust KPI management framework.
The solution contributed to the bank’s successful application for a Financial Technology Innovation Excellence Award, strengthening client trust and fostering a win-win partnership built on innovation and shared success.

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