Product Development

Real-time reporting delivers better client service

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Class is the leading cloud based Self Managed Super Fund (SMSF) administration software, used by accountants, administrators and advisers. Over 1,400 firms across Australia rely on Class Super to quickly and efficiently administer more than 165,000 SMSFs.

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The Challenge

Class wanted to create a flexible reporting solution for accountants and advisers using real-time data from the customer operations management data warehouse that enables accountants, administrators and advisers to deliver better client service.

The Solution

COMS (Customer Operations Management System) is a new management reporting solution, with a SQL Server Data Warehouse, hosted on AWS EC2. Talend was chosen as the Data Integration tool and is used to populate the COMS warehouse and SQL Server Analysis Services (SSAS) model.

The Benefits

Self service reporting

Self service reporting

Class SMEs now have the ability to design their own reports and dashboards, in Microsoft Power BI, using the COMS reporting model.

Decreased Operational Overhead

Decreased operational overhead

Legacy reporting in Excel has been decommissioned and Power BI is now used by operations managers on top of the robust COMS data warehouse.

Embed Operational Reports

Ability to embed operational reports

This project demonstrated the ability to embed SSRS reports for customer consumption – updated in real time by the warehouse.

Embed Operational Reports

Managed operations

Seamless transition to fully supported Servian MS Ops. Continuous improvement framework established with customer teams for on-going support,  development and innovation.

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About Convergent and AWS

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Convergent is the AWS dedicated division of Servian. We have a wealth of experience in data integration tooling, cloud first modern data architectures, big data ecosystems, analytical modelling and artificial Intelligence services.

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Amazon Web Services provides a broad platform of secure, cost-effective, high-performance cloud services that help you collect, store, process, and analyse Big Data workloads.

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