BOK Financial - Customer Case Study

A InetSoft Case Study

Case study about BOK Financial working with InetSoft.

Customer service is the best I've encountered! I love this product! I was tasked with finding a BI tool to support our growing need for a web based interactive reporting and dash boarding tool. A colleague and I agreed that InetSoft's Style Intelligence was our number one pick after reviewing 8 or 9 other top names in the business. Creating dashboards is very intuitive and easy to use with its drag and drop functionality, and the variety of visualization components at your disposal is impressive. The real power behind the tool is in the "Worksheet" where the query design happens. The tool allows you to connect to multiple data sources including various types of databases, spreadsheets and text delimited files. The ability to mashup data from many different sources including my own customized spreadsheets is an extremely powerful feature. The interface for building the query is very intuitive, just drag and drop data fields from the selected data source to create a data block. Join multiple data blocks, add custom expressions and create summary queries using any of the categorical fields in the data block. The completed Worksheet is the foundation for building the visual components of the dashboard and/or reports.


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