Background of Implementation
Mizuho Bank,Ltd. provides banking services and other financial services primarily to individuals, SMEs, large corporations, financial and public sectors, and both Japanese and non-Japanese companies overseas. The Global Transaction Banking Dept. Business Development & Risk Management Team is responsible for planning Mizuho's transaction banking business worldwide.
”For Global Transaction Banking Sales, before proposing a solution to a customer, we need to thoroughly understand the customer’s cash flow situation by looking at the amount of funds being transferred globally across the entirety of Mizuho Bank as well as visualizing Mizuho Bank's transaction data for each customer,” says Yoshisuke Maeda, Managing Director of the Business Development & Risk Management Team. He claims that there is a massive amount of data to be analyzed for that purpose, and it is not uncommon for the amount of data to exceed millions of units per month.
”In the past, we would download data in CSV format from several servers and import it into a database product for analysis,” says Shiori Muramatsu, Vice President of the Business Development & Risk Management Team. She reflected that highly time-consuming data aggregation work would be performed dozens of times every month. “Moreover, there was a limitation on the volume of data we could handle at one time, and depending on the objective of the report, we had to do some aggregation in advance to avoid exceeding that limitation.” Feeling they were being held back by this, Muramatsu chose Tableau as a way to resolve their issues. They first began using Tableau Desktop in April 2018. To spread the benefits throughout the entire organization, she created proposals for projects and presented them to Maeda.
Reflecting on that time, Maeda said, “I was impressed not only by the content of the presentations, but also by how strongly she felt about it”. “At the time, we were actually considering ways to enhance our competitiveness in the Asia region. I determined Muramatsu’s proposal would be a big contribution to those efforts, so I decided to give a greenlight for the launch of the project.”
Tableau Implementation and Operation
The project was officially approved in October 2019. Muramatsu worked to push the project forward together with Nobuko Izuma, who is also Vice President of the Business Development & Risk Management Team. In July 2020, Ahra Ko joined the team as a key member. In August 2020, the first production release was carried out to provide planning analysis functionality for Tokyo headquarters.
Izuma explains the system configuration as follows.
“We used AWS because of an umbrella agreement with our IT Department, and we built an environment that could run Tableau Desktop, Prep, and Tableau Server. For ETL (Extract/Transform/Load), we outsource data that is important or needs complex processing, and other data is processed by users using Tableau Prep.”
In addition to building this environment, we also actively conducted an internal promotion to increase the number of users within the bank. “Not only did we want to educate users, we wanted to make the whole organization data driven. We added our own elements to the Tableau Blueprint, which was introduced by the Tableau Customer Success Team, and created a roadmap,” says Muramatsu. “Based on this roadmap, we are working to find personnel capable of using Tableau in advance, both in Japan and overseas, and we have personnel take official training programs hosted by Tableau, amongst other initiatives.”
This contributed to promote understanding of Tableau, not only within the department but amongst personnel in a wide range of relevant departments, and increased the number of Tableau users to around 300. Fifteen people have already participated in the training session held for talent discovery purposes.