Seamless Data Migration and Enhanced Reporting Solutions

Transforming Banking Operations for a Data-Driven Future

Overview

A prominent Polish financial institution partnered with intive to streamline its operations and enhance the functionality of its main system. The collaboration involved the integration of several small companies into the bank’s system.  intive took charge of the migration process, transferring the reporting platform and data into the new reporting solution. The goal was to ensure a smooth transition for all users without interrupting operations.

Client

A leading universal bank in Poland.

Services

Business and system analysis
Data migration into the new reporting solution
Preparation of controls to verify the accuracy of migrated data
Adaptation of the IT system to operational service
Preparation of a file exchange interface for financial institutions

Establishing strategic cooperation

An industry-leading Polish bank, renowned for its wide range of financial services and extensive branch network, faced the challenge of integrating and migrating systems from various smaller companies into one centralized platform.

To tackle this task, in 2019, the organization formed a strategic partnership with intive. This synergy with intive resulted in a new phase of development for the leading Polish banking and financial services company. The primary focus was on streamlining processes, increasing operational efficiency, and strengthening the bank’s position in the investment funds market.

Keeping up with the demands of data-driven banking

In response to evolving business needs and the integration of systems from other companies, the bank took action to streamline and adapt its technical activities. One critical aspect was the modernization of business reports, which had previously required time-consuming manual modifications. Additionally, the bank wanted to create and customize reports independently, without relying on the technical team.

Another essential part of modernizing and optimizing the bank's operations was replacing Oracle Reports, a tool used for generating reports from data stored in Oracle databases. As the provider retired one of the most popular reporting tools in the Financial Services industry in 2021, the bank needed to find an alternative solution. With data playing an increasingly vital role in the organization's financial performance and decision-making, the bank needed a solution that offered real-time access to data and seamless distribution throughout the organization, while maintaining scalability and security.

intive: a partner experienced in Financial Services

The migration was a success thanks to intive’s years of experience, a proactive approach to the process, and a thorough analysis of the client's needs. Following the recommendations of the technology provider itself and aligning with business requirements, intive seamlessly migrated to Oracle BI Publisher, the official successor of Oracle Reports.

This advanced solution empowers users to effortlessly create, manage, and deliver pixel-perfect customer-facing reports from diverse data sources using web browsers or familiar desktop tools, with minimal impact on the transactional system.

During the migration, the intive team performed a series of high-level processes to ensure a seamless transition. This included conducting a comprehensive analysis of the current Oracle Reports configuration, reports, and metadata. The team also installed a single instance of the Oracle Business Intelligence Publisher platform, laying a robust foundation for the migration process.

By using the migration utility, the team was able to migrate the existing Oracle Reports RDF architecture to the Oracle Business Intelligence Publisher Data/RTF Template platform. Additionally, intive successfully transferred existing Oracle Reports (RDF files) to Oracle Business Intelligence Publisher Data/RTF Template files.

The team also carried out rigorous testing of the Oracle Business Intelligence Publisher environment and reports. Furthermore, intive actively engaged in knowledge transfer sessions with the customer's staff, promoting seamless adaptation and effective utilization of the new platform.

Competences used for implementation:

Oracle WebLogic server
Oracle Forms
Oracle Reports
Oracle WebUtil
SQL, PL/SQL
Oracle DB, Oracle Apex, Oracle BI Publisher
Oracle Cloud
Data Vault – new way of architecture (GDPR)

A best-in-class team delivers under deadlines

intive adjusted the team size to align with the requirements of the leading Polish bank and the complexity of its operations. The team proactively managed the project scope, closely monitoring progress, promptly addressing client needs, and ramping up resources where necessary. The team, composed of a Project Manager, analyst, tester, and multiple developers, ensured flexible project management and effective task execution.


The bank needed to synchronize with system shutdown schedules and develop a file exchange interface that worked in harmony with other banks' operations. Working under tight deadlines and accomplishing tasks in parallel, intive was able to deliver this.

The team systematically evaluated the action plan and reviewed milestones throughout the project. They conducted multiple test migrations of data and functionalities, which made processes more efficient and ultimately contributed to the project’s success.

A transformative collaboration leads to tangible results

The three years of close cooperation culminated in a successful conclusion in 2022. The team's accomplishments included migrating 500 Oracle Reports to the Oracle BI Publisher solution and crafting tailor-made reports through a user-friendly BI interface.  

The team orchestrated the project's entirety, from initial business and system analysis to architecture preparation, data migration, and integrated system changes. As a result, intive was able to create installation packages, comprehensive documentation, and a proprietary ETL tool.

The migration of the bank’s legacy reporting system into a new architecture was accomplished punctually and within budget. intive established a streamlined system for financial data transfers, as well as addressed any performance bottlenecks in the Oracle DB, which optimized system functionality. The migration to Oracle BI Publisher led to reduced development and maintenance costs.  

Additionally, intive's intervention made business processes smoother, simplified operations, and ensured timely project deliveries. The automation of file exchange processes streamlined operations, and proficient management of transitioning business systems underscored the support provided by intive.

Overall, the leading bank was enabled to comply with regulations, eliminate outdated systems, and make informed decisions through enhanced reporting and analytics, fostering their growth and long-term success.
You want to know more? Get in touch!
You need to confirm Privacy Policy before submitting.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.