Process Improvement With ADI Data Connect^SM

ADI leverages its business intelligence (BI) tool, ADI Data Connect^SM, to transform a time-consuming, all-day process into an automated task.

Assessing the Challenge

ADI’s Person to Person Quality division manages a customer survey program for a regional bank. Each week, the bank provides a list of its teller transactions and customer accounts. On the day the files are received, staff must download these files, consolidate them into a single Excel report, format the report, and email the set of files to the interviewer who conducts the surveys. Over several years, what started as a limited task grew into a high volume, resource-intensive endeavor.

Designing the Approach

A Senior Consultant with ADI partnered with Person to Person Quality’s Managing Director to map the existing process and explore options. From this effort, they leveraged the extract/transform/load (ETL) capability of ADI Data Connect^SM to replicate the existing process programmatically. Now, upon receipt of the data files from the client, staff simply copies them to a specified directory where ADI Data Connect^SM scans and processes new files.

Implementing the Solution

Implementing this approach created a solution that automated conversion of raw data files into a cleanly formatted report ready to be reviewed and forwarded to the interviewer. The improved process enabled the Managing Director to deliver value to the client relationship in other areas.