Performance Management At Global Equities House

The client required a way of identifying high performing individuals within its various Sales and Sales Trading teams, dispersed across Europe, London and the New York.

The consultant's role was to design and implement a Business Intelligence solution that enabled the client to achieve its goal using the following process:

• Worked with key managers to agree a basis for distributing client commissions across sales teams
• Designed a database to hold the raw figures
• Worked with technical teams to implement the data feeds for Settlement systems into a Sql Server database.
• Implemented the business logic to allocate commissions on the agreed basis
• Implemented Business Objects reports to display the calculations involving drill down charts and tables
• Tested and reconciled the final reports and charts.

By the end of the project the client had a means of identifying high performing individuals so that they could be appropriately rewarded and retained within the organisation.