Qlikview coface jose luis soto customer success story

1. QlikView | Customer Success Story | Coface Ibérica
QlikView expedites Solution Overview
decision making at Coface
A company dedicated to offering
commercial information and company
Coface Ibérica ratings, credit insurance, debt collection
and factoring with more than 60 years of
experience.
“
Industry
Financial Services
QlikView offers us the ability to have an overall view of our
Functions
”
information, which allows us to act based on our observations
Management Control
and experience and foresee business risks. Cost Control
Financial Analysis
José Luis Soto, Information Systems Manager, Coface Ibérica Geography
Spain and Portugal
Challenges
QlikView complements information tial areas to improve its offerings in an • Facilitating decision making for
management ongoing manner. The CreditAlliance company actions.
For more than 60 years Coface has network brings high quality partners • Integrating diverse external sources
been assisting and insuring the develop- together in Coface’s four business lines: (databases, Excel spreadsheets, etc.)
ment of companies around the world. commercial information and company to produce reports and dashboards.
Thanks to its technical ability and the ratings, credit insurance, debt collection • Monitoring critical company activities.
close relationships between its teams and factoring. Solution
and customers, Coface is able to provide The implementation of the project with
high-quality service backed by years of The need for BI QlikView at Coface Ibérica has allowed
experience and prestige. In 2006, during preparations for ac- easier monitoring of key indicators for
tions to confront the next cycle of the increased speed in decision making.
In keeping with this tradition, and in a economic crisis in Spain, Coface Ibérica
Benefits
dynamic international context, Coface saw the need to seek a BI solution at the
• Improved monitoring of critical aspects
seeks to respond to the challenge of eco- local level. “We needed to make the best and indicators (rates, ratios, premiums,
nomic globalization and become a true decisions quickly and be able to monitor loss rate, variances, etc.).
partner with companies by managing certain activities that are critical to the • A more controlled environment with a
their Customer Accounts. company, as a complement to the corpo- single view.
rate tools used by the group,” explained • Increased speed in decision making.
Jose Luis Soto, Information Systems • The ability to carry out a detailed
analysis from an overall point of view.
manager at Coface.
QlikTech Partner
It was the systems department in par- Broad Business Consulting
ticular that began a selection process
in which different manufacturers were
evaluated. QlikView was the solution
chosen because of its ability to allow a
gradual approach to the dashboards and
its simple display and operation.
In addition, its excellent quality/cost
ratio, lack of reliance on the IT depart-
ment and multiple sources of easily ac-
cessible information were highly valued.
The company’s services are available The implementation process
in 97 countries across five continents. Coface has one QlikView Enterprise
Thirteen regional platforms coordinate license, two Professional licenses and
Coface’s global services in high-poten- one QlikViewServer license with eight

2. QlikView | Customer Success Story | Coface Ibérica
user CALs. Initially, they made small sheets that were difficult to work with
changes that solved the most specific and entailed a lot of maintenance time.
needs in relation to projects with long-
term prospects. Several dashboards were constructed to
simplify the calculation of resources and
Therefore, according to Coface’s Infor- track different ratios, comparing them by
mation Systems Manager, the project sector, region, policy and following their
was divided into two stages. “The first development over time in a manner that
stage was the installation of the licenses was previously difficult to deal with.
and their use in standalone mode, with
QlikView documents shared on a server One of the most valuable benefits is the
or personal computers, and then a sec- possibility of having a view of policies
ond stage where we installed QlikView and claims that can be as general or as which fits with our objective of gradual-
Server, thereby improving reloads and specific as the level of analysis requires.” ly increasing the scope of this solution,
license and document control, which are as demand grows,” Soto explained.
centralized on the server.” A friendly tool
Currently, Coface has dashboards for In addition, they also use QlikView to
Soto also notes: “It allowed us to move General Management as well as for the improve certain aspects of reporting in
into a more controlled environment, Financial, Cost Control and Claims de- some departments, which saves a lot of
offering a single view for individual partments. Its use has been expanded to time in the consolidation of information
or departmental work if necessary, Coface Portugal, which has a license for coming in from different sources.
without being hindered by maintaining QlikView Enterprise and one QlikView
standalone licenses for more personal Server with 5 user CALs. “QlikView users now have a friendly
documents.” tool at their disposal, which enables
“The dashboards created up to this them to monitor very specific activities
With regard to changes made, he adds point are being used more effectively in some cases or more general indicators
that “QlikView has allowed us to re- each day and the ideas to improve or of the company in others, according to
place complex and voluminous spread- expand them easily become apparent, the user profile,” concluded Soto.
“ The proposed needs were satisfactorily covered
with QlikView, because at this point in time, the
speed of changes and their rapid implementation
are critical factors. This is one of the greatest
”
advantages of the product.
José Luis Soto, Information Systems Manager, Coface Ibérica
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