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DASHBOARDS CustomWare.Net Kiev, December 2012
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Footer Title 2 Concept, ideas and goals Technical solution and feature overview Internal usage Banks requirements Further plans
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Footer CONCEPT CustomWare.Net 3
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Goals to achieve Provide highlighted visual information in current status of business operations in easy, adjustable and customizable format Support decision making process Improve flexibility and friendliness of the user interface 4 Footer
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The Idea 5 Efficiency and usability Flexibility Graphical presentation Information from different sources
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Footer TECHNICAL DESCRIPTION CustomWare.Net 6
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Footer 7 Windows Presentation Foundation (WPF) WPF Controls Getting data for controls Tools for making XAML Implementation dashboards in CW.NET Use data for dashboards from other QUIPU systems
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Footer 8 View data in Grid Build of charts (series) Opportunities.NET 4 and later
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Windows Presentation Foundation
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WPF Controls Controls are able for using in dashboards: Grids Charts
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Grids. Simple mode
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Grids. Card Mode
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Grids. Detail Mode
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Charts. 2D
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Charts. 3D
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Getting data for controls Two ways for getting data: Dynamic queries Stored Procedures (SPs)
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Why SPs are better? Query SP
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Tools for making XAML Microsoft tools (Visual Studio) Quipu tools (Dashboard Maker)
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Visual Studio(WPF designer)
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Advantages and disadvantages + WPF form create by “drag and drop” + Auto generation XAML code -Necessity of rebuilding and restarting application -Necessity of buying licenses for users from bank
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Dashboard Maker
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Advantages and disadvantages + Easy editor for tables in CW.NET + Running local SP’s with getting result + Editing XAML in syntax-lighting editor + Building dashboards dynamic without restart application - WYSIWYG doesn’t exist (XAML writes manually)
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Implementation dashboards in CW.NET DB Model How it works What it looks like
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DB Model
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How it works
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What it looks like
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Use data for dashboards from other QUIPU systems
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Viewing data in Grid Sorting Grouping Summary
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Grid. Sorting (Multi)
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Grid. Grouping
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Grid. Summary
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Building of charts (series) Chart control is able for show a few datasets as series
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New opportunities -Net Framework 4.5 -New controls for data visualization
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New types of chart
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New opportunities for display data Tree View
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New opportunities for display data Grid with filter
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New opportunities for display data Master-detail with linked tables
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Calendar control
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Schedule control
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Footer INTERNAL USAGE CustomWare.Net 40
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SQL Server monitoring Based on SQL server internal monitoring tool (embedded in CW.net service) “Health visualization” of SQL Server current activities ‒Wait types ‒Session waits ‒SQL Alert points
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Monitoring Dashboards
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Footer BANKS REQUIREMENTS CustomWare.Net 43
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Collaboration Information below is presented as it is Considering CW.NET as OLTP system, there is no way to fulfill all the requirements from cw.net DB
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PCB UKR Retail part 45 Footer Branch Manager Actual cash balance Matured deposits for today Branch deposit portfolio plan\actual Not finished BP Retail Manager Branch deposit portfolio plan\actual CA portfolio plan\actual Client Adviser New contracts plan\actual New contracts CA\branch
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PCB UKR Loan part 46 Footer Branch Manager Disbursements plan\actual Loan applications in work BCA\Corporate Loan applications in work Disbursements plan\actual Loan in arrears Back officer Planned disbursement for today Credit specialist\Lawyer Clients’ debts and balances
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PCB GEO Loan part 47 Footer Only Branch Manager Dynamics of new loan applications Dynamics of interest income from credit products (IW ?) Cash on hand Business Adviser/Business Coordinator/Branch Manager Loan portfolio (IW ?) Current payments Loans in arrears Sold non-credit products Disbursed loans
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Footer FURTHER PLANS CustomWare.Net 48
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Further plans Middle term Development Support of operational business planning Complex widgets including several controls Smart resize of the widgets Collaboration inside Quipu applications – CRM,IW Implementation PCB UKR – Retail part is ready(except plans), Loan part in February PCB GEO – First version is planned for February Long term Development Migration to FW 4.5 Including more complicated diagrams and charts of external providers Support of tablets and mobile devices
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THANK YOU!
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