Case Study: Raymond James achieves streamlined reporting and enterprise-wide metric standardization with Qlik

Global financial firm reaches new heights with an easy-to-deploy platform that provides an all-encompassing view of business operations

Raymond James Financial’s Operations and Administration teams, led by Business Intelligence Architect Laura Ashworth, needed an all-encompassing view of their business across three sites and sought to replace manually generated Excel reports and disparate tools. The challenge was to standardize metrics, automate data extractions, and create a single, reliable source of truth so managers could prioritize work and understand how different data points affected the whole.

They deployed Qlik to handle ETL, data modeling, quality management and dashboarding, with a fast, straightforward rollout. The platform standardized measurements, automated reporting and revealed connections between previously siloed data—saving many man-hours, improving processing and decision-making, and enabling cross-department collaboration and ongoing digital transformation.

Raymond James

Laura Ashworth

Business Intelligence Architect & Analyst