Measuring Impact of a Banking and Insurance Performance Dashboard

Presenter Information

John Volosin

Department

Business and Information Technology

Major

Information Science and Technology

Research Advisor

Lea, Bih-Ru

Advisor's Department

Business and Information Technology

Funding Source

Missouri S& T Opportunities for Undergraduate Research Experiences (OURE) Program

Abstract

One of the many roles of a community bank is to understand the needs of the communities in which it serves. With these communities making available a tremendous amount of data, information management becomes critical to analyzing a constantly changing environment. Using the powerful drill-down capabilities of a performance dashboard, this research project will monitor the following three key performance indicators:

1) How the typical service area compares economically with other local Missouri counties, as well as the nation as a whole;

2) Insurance policies that customers purchase monthly to protect personal and business property;

3) Investment performance over time to demonstrate the diversity and longevity of a community bank.

Taking into cost into account, this research project will also develop a method for displaying the same bank and insurance agency statistics in a concise and costeffective manner as an alternative to using a performance dashboard.

Biography

John is a part time student. John has maintained full-time employment in a banking environment for over five years. He will soon complete a Bachelor of Science degree in Information Science and Technology with an emphasis in Enterprise Resource Planning and a minor in business. John's goal is to pair his work experience and education with his understanding of technology and business in a way that is both personable and meaningful to the people with which he interacts.

Research Category

Sciences

Presentation Type

Oral Presentation

Document Type

Presentation

Location

Upper Atrium/Hallway

Presentation Date

03 Apr 2013, 9:00 am - 11:45 am

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Apr 3rd, 9:00 AM Apr 3rd, 11:45 AM

Measuring Impact of a Banking and Insurance Performance Dashboard

Upper Atrium/Hallway

One of the many roles of a community bank is to understand the needs of the communities in which it serves. With these communities making available a tremendous amount of data, information management becomes critical to analyzing a constantly changing environment. Using the powerful drill-down capabilities of a performance dashboard, this research project will monitor the following three key performance indicators:

1) How the typical service area compares economically with other local Missouri counties, as well as the nation as a whole;

2) Insurance policies that customers purchase monthly to protect personal and business property;

3) Investment performance over time to demonstrate the diversity and longevity of a community bank.

Taking into cost into account, this research project will also develop a method for displaying the same bank and insurance agency statistics in a concise and costeffective manner as an alternative to using a performance dashboard.