Quick and detailed insights into portfolios – VEKA

After several workshops with the relevant stakeholders at VEKA, we collaboratively developed a unified architecture that will address every data-related issue within VEKA. It is crucial that this architecture aligns with VEKA’s Microsoft-first strategy, ensuring that each challenge is approached consistently, and building a generic, future-proof solution.

The briefing

There was a need from the business side to quickly determine which files were in a certain phase and to then consult further detailed information, including amounts (loan and disbursement). When a question arose from the ministers, there was an expectation for a swift response with a clear answer. This process was time-consuming, requiring the data to be presented accurately and clearly in Excel.

Our solution

In close collaboration between Cloubis and VEKA, definitions were first clarified, approved, and widely communicated, ensuring that the organization recognizes a single source of truth, leaving no room for interpretation differences.

Collaboration and Involvement:
Weekly meetings were held with the client to ensure alignment and exchange valuable insights.

With this solution, VEKA gains a quick and detailed overview of its entire file portfolio with the associated amounts. Additionally, it meets the requirements for a thorough and structured approach, thanks to the establishment of clear definitions and the preparation of data at the lowest level in an efficient data model.

The result

Thanks to this solution, VEKA can:

• Provide an answer to the question: how many dossier applications are there each year?
• See at a glance which dossiers are still approved, paid out, confirmed, rejected, or not yet confirmed.
• Check which dossiers are in which phase and also consult a history of the phases already completed.
• Gain insight into the EPC label, property type, and geographic location of each dossier.
• Engage in discussions with banks to determine how much still needs to be paid out or how much may have been overpaid.
• Find the most recent version of dossier statuses every day.