The client desired an optimized FactSet process to achieve scalability, agility, and business intelligence goals. Specifically, the client needed to blend FactSet data with other enterprise data, eliminate report inconsistencies, and speed up the overall reporting processes. Olmstead developed an export process from FactSet to their enterprise data warehouse, created automated data quality rules into the process, and built flexible Power BI reports which enabled portfolio managers to respond to questions instantly. This resulted in faster report changes, improved scalability, and a decreased total cost of ownership.
