Power BI Reporting Automation: Processing 3,000 Files Every Day
Dashboard was created to filter and verify operational data automatically extracted from thousands of PDF…
Data Management in Insurance. From chaos to a single source of truth – enabling better decisions and full control
OUTCOMES
Results of partnership
Improved
operational efficiency
Fast access to reliable data enabled more agile decision-making and reduced response times in key operational area.
Single source
of truth
Centralised data repository ensured consistency and high data quality, eliminating duplicates and discrepancies across system.
Modern reporting
and scalability
Interactive Power BI reports allowed for detailed data analysis, while the flexible architecture prepared the solution for further organisational growth.
PROJECT
Genesis and business expectations
Our client, a major company in the health insurance sector, was facing the challenge of consolidating operational data scattered across several key systems: ERP, core operational systems, customer website and HR.
Their existing approach – analysing data within individual silos – made it difficult to report consistently and assess operational performance across branches. The absence of a centralised data source hindered a coherent view of operations, negatively impacting business decision-making, especially in planning, profitability analysis and resource allocation.
The objective was to establish a unified, reliable data source that would ensure information consistency and provide robust support for both operational and financial decision-making at an organisational level.
PROJECT TIME
2024
INDUSTRY
Insurance
COUNTRY
Poland
The client
Who have we helped?
A company operating in the health insurance sector, offering comprehensive healthcare solutions including medical insurance, diagnostic services, outpatient care and corporate wellness programmes. The organisation focuses on providing access to high-quality medical services, emphasising technological innovation, process automation and holistic support for customers in managing their health.
REQUIREMENTS
Business challenges
- Golden Record: Provide staff with a unified, consistent customer record based on integrated data from multiple systems.
- Rules for Integration: Allow users to define and manage rules for identifying the same customer across different systems.
- Reporting: Enable consolidated reporting from multiple data sources within a single reporting environment.
ACTIONS
Project execution process
In-depth review of data management needs and specific business requirements.
Solution
Scope and delivery model
Altkom Software designed and delivered a dedicated data warehouse, integrating information from key systems such as ERP, the customer website, HR and core operational platforms. The solution, based on Microsoft technologies, enabled efficient data integration and the implementation of ETL processes. The resulting analytical model supported both high-level indicators and detailed cost analysis, providing greater control over operational and financial processes.
Previously fragmented and inaccessible data became available through interactive Power BI reports, which replaced static SSRS reports. These reports provided enhanced flexibility, up-to-date insights and better support for everyday decision-making across operational, HR and finance teams.
As part of the project, Altkom Software also provided comprehensive training for the client’s IT team, enabling them to independently maintain and further develop the solution. This ensured not only a modern data management platform, but also the internal capabilities needed for its ongoing optimisation and expansion.
