Goal

What the client needed to achieve

A Texas-based commercial bank experiencing rapid growth needed to improve the way its Operations teams captured, measured, and visualized performance data. With five operational areas—Loan Operations, Deposit Operations, Procurement, Business Integration, and Client Onboarding & Service Delivery—each tracking unique KPIs and KRIs, data reporting had become inconsistent, inefficient, and overly manual.

Sendero was engaged to design and implement a sustainable dashboard solution that would bring consistency, efficiency, and actionable insights across Operations.

Results

A unified view of performance and risk

100+

custom visuals developed across Power BI dashboards

5

operational areas aligned under consistent KPI and KRI standards

Delivery

How Sendero delivered

Sendero began by interviewing key stakeholders across all five Operations areas to understand their existing metrics, pain points, and data collection methods. Using this input, the team developed a holistic KPI and KRI framework, then partnered with the bank’s Reporting & Analytics group to implement Microsoft Power BI as the unified reporting tool.

Highlights:

Conducted interviews and current-state assessments across Operations teams
Standardized KPI and KRI definitions and reporting structures
Designed and built Power BI dashboards tailored to each functional area
Created over 100 dynamic visuals for real-time tracking and analysis
Facilitated collaboration between Operations and Reporting & Analytics teams to ensure adoption and scalability

Practice

Transforming data into clarity and confidence

By aligning people, processes, and technology, Sendero helped the bank turn manual data collection into a streamlined, automated process that delivers real-time insights. The new dashboards empower leaders to make faster, data-backed decisions and have become a model for analytics excellence across the organization.

Key Contacts