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Streamlining operations and setting the stage for AI: a data transformation for Climate Bonds Initiative

Streamlining operations and setting the stage for AI: a data transformation for Climate Bonds Initiative

Finance

Sustainability

Streamlining operations and setting the stage for AI: a data transformation for Climate Bonds Initiative

About this project

The Market Information Portal project involved designing and developing a robust, end-to-end data platform for Climate Bonds Initiative (CBI). Built using a Python-based technology stack, the solution aimed to handle data ingestion, storage, integration, and quality management seamlessly within a single platform.The project team, comprising two software engineers, a tester, a DevOps specialist, and a product manager, worked closely with CBI stakeholders to ensure that the platform met the organization's unique needs.

Region

United States of America, United Kingdom

Project team

2 Developers

2 Developers

1 QA Tester

1 QA Tester

1 Project Manager

1 Project Manager

1 UX/UI Designer

1 UX/UI Designer

1 Devops

1 Devops

Tech stack

Figma

Figma

React

React

TypeScript

TypeScript

MUI

MUI

Docker

Docker

Django

Django

PostgreSQL

PostgreSQL

Airflow

Airflow

About Climate Bonds Initiative

Climate Bonds Initiative (CBI) is an international organization dedicated to promoting large-scale investment in the low-carbon economy. It plays a pivotal role in mobilizing global capital for climate-related projects, driving the transition toward a sustainable future. With its market-focused solutions, CBI enables efficient data-driven decision-making, serving as a bridge between green projects and capital providers.

client picture
The challenge

Data workflow management Need for a unified platform to handle data ingestion, migration, integration, management, and quality assurance

Data integrity & governance Requirement for a centralized platform to ensure data integrity, governance, and auditability.

Scalability for AI/ML Need for a solution that supports future scalability for artificial intelligence and machine learning applications.

Data quality controls Ensuring seamless data quality controls while maintaining accessibility for users.

Data maturity goals Establishing a foundation for advanced data maturity and future growth in analytics.

The old app overview

app overview

The solution

Extensive planning & collaboration

Extensive planning & collaboration

Engaged in thorough planning with CBI, defining project scope and documenting existing business processes.

Agile methodology

Agile methodology

Implemented an agile development approach, utilizing the “empowered product team” framework to encourage continuous collaboration and flexibility in response to emerging needs.

Integrated data workflows

Integrated data workflows

Developed a unified platform that integrates data workflows, storage, and quality management into one end-to-end solution.

Data governance & control

Data governance & control

Ensured reliable data governance, integrity, and quality control through a centralized system.

Scalable architecture

Scalable architecture

Focused on building a robust and flexible architecture, positioning the solution to meet both current operational goals and future needs for AI and ML applications.

Summary

Before

CBI's data operations were distributed across various systems and lacked a streamlined, unified view. Data quality control and auditability were challenging, slowing decision-making and hindering advanced analytics potential.

After

The new Market Information Portal provided a centralized, auditable data source, ensuring data quality, integrity, and accessibility across the organization. The platform's robust data governance capabilities allow CBI to leverage higher-quality data, enhancing operational efficiency and setting a solid foundation for future OLAP, AI, and ML use cases.

The new app overview

app overview
Quote

“A single pane of glass for data establishes a trusted, unified source of truth, ensuring data integrity and quality. This foundation not only supports efficient operational optimization but also enables reliable information and knowledge extraction, empowering the CBI experts to unlock AI-driven capabilities.”

Radosław Gąsiorek

Head of Data

Radosław Gąsiorek

Future plans

Foundation for data-driven outcomes

The Market Information Portal lays the foundation for faster, data-driven outcomes in CBI's financial services. The platform is already improving operational efficiencies and positioning CBI for AI and machine learning readiness.

Enhanced operational efficiencies

The portal is driving immediate time savings and streamlining processes, allowing CBI to focus on strategic initiatives while maintaining data integrity and governance.

office 1

Support for AI and ML models

As the platform matures, the quality-labeled data will support the development of AI and ML models, providing deeper insights and furthering CBI's mission in sustainable finance.

Long-term growth and data maturity

The platform will enhance CBI's Data and AI maturity, positioning the organization for long-term growth and enabling it to capitalize on future opportunities in data-driven innovation.

office 2
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