Developing a BI Solution for Public Process Monitoring

Abstract

The development of Business Intelligence (BI) tools is essential for improving the efficiency and quality of services in public and private organizations. However, public institutions, especially at the subnational level, often face challenges due to legacy systems that complicate effective data utilization. This study focuses on a subnational public institution, the Court of Auditors of the State of Pernambuco (TCE-PE), which previously relied on a dashboard with several limitations, including usability issues, data inconsistencies, and maintenance complexities due to its dependence on multiple SQL Server database views. This study presents the development of a new dashboard, designed using an agile methodology, to centralize data transformations within the BI tool. The proposed solution focuses on the Accountability process, aiming to enhance data consistency and improve performance monitoring. The development process was structured into four key phases: Problem Identification, Planning and Requirements Collection, Design and Development, and Validation and Testing, ensuring a systematic and iterative approach to address the institution’s needs. The new system utilizes Qlik Sense, eliminating dependency on SQL Server views and allowing real-time analysis through interactive dashboards. The solution overcomes prior limitations, providing faster, more accurate, and reliable analyses aligned with the institution’s strategic objectives. By improving flexibility, usability, and data reliability, this initiative not only serves as a reference for other subnational institutions in Brazil but can also be adapted as a model for organizations operating in diverse contexts worldwide.