Development & implementation of a smart reporting roadmap

Challenge

In an international insurance group, several specialists are very busy with the quarterly preparation and processing of reports. The reports are rigid Excel tables that hardly allow the recognition of anomalies. Since not all recipients are allowed to see all information, the reports have to be manually individualised before distribution.

Solution

A target image for the reporting landscape and a concrete roadmap for realisation are developed. Data preparation is automated from the source system via an SQL server to a multidimensional database for fast access. Excel is replaced by PowerBI.

Result

Various interactive dashboards are available, which are precisely tailored to the requirements of the individual business areas. Users thus have access to daily updated data without manual effort. An automated security concept regulates authorisation at row level.