Solution Overview

• Forecast GPS is that part of BankersGPS (Goal Positioning System) which using call report data, built-in modeling features, and forecasted rate information, automatically creates a 3-year projection for any bank.
• It gives instant access to a 3-year forecast and automatic quarterly updates along continuous rolling view of performance trends.
• It also gives various reports and tools that help them know the strengths and opportunities and set and plan goals. 

Challenges / Business Problem 

 Build product with features like:

• A 3-year financial projection with automatic quarterly updates.
• Access to an executive-level forecast to work from, giving bankers time to focus on analyzing and fine-tuning their plan rather than building it.
  
• Streamlined editing features for varying time periods to easily alter forecast as conditions change and Instantly see the impact on bottom-line as you evaluate alternative ‘what-if?’ tactics.
  
• Save as many scenarios as you like, graphically see how they compare, then determine your best course of action. Record assumptions and action plans for quick future reference.
  
• Risk Analysis reports for liquidity, contingency funding, future capital adequacy and ALLL needs under stressed conditions.
  

• Flexible Reporting Options- Drop down menus offer views of alternative time periods, custom report packages in PDF and excel,  20 qtr historical and 12 qtr forecast data.

User Overview 

• Region : USA
• Industry : Banking
• User Type : Bankers of individual banks & Students of Graduate School of Retail Bank Management (GSRBM) 
• Total Users : 500+

Project Overview

• Schedule :  2-4 weeks Sprint – iterative method 
• Team Size :  7

Technology

Dev Tools

• MS Visual Studio 2013, 2005
• MS SQL Server 2005
• .NET Framework 4.5, 2.0 
• ABC PDF .NET
• Chart Director
• Crystal Report
• MS FxCop
• MS Access  
• MS Excel
• MS Word
• MS Project