A Deep Dive into Analytics Delivery Behind one of the Largest North American Banking Acquisition..
summary
Analytics delivery for a $6 billion North American bank acquisition tracks 2 million customers, $60B deposits and 500 branches using a six-module framework: schedule, testing, financials, playbook and social monitoring. Core tools are Power BI, Power Automate, Power Apps, with hundreds of Microsoft Project files feeding a dataset and SharePoint lists acting as the operational store; Python pulls social feeds. Near‑real‑time refreshes, email notifications and minute‑by‑minute playbooks are implemented; outcome: award recognition and industry validation as a successful integration.
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chapters (10)
- 0:00BMO acquisition analytics journey
- 2:18M&A analytics in $60B integration
- 3:48Cross-domain reporting framework
- 6:21Schedule module tracking
- 9:12Testing module execution
- 11:04Financial tracking of expenditures
- 11:47Playbook for minute-level tracking
- 15:02Social media customer feedback
- 16:29Post-integration outcomes
- 17:12Q&A
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