Case Study

Business Intelligence (BI) Implementation for a

Leading Insurance Provider

The client, a leading insurance provider serving both corporate and individual accounts
across five countries, sought a partner to help realize their business intelligence
objectives: to have complete visibility of strategic KPIs and a consolidated view of the
business across geographies in order to make faster, more effective business decisions.

Industry Sector Background

Insurance
The client is a leading insurance provider in the Gulf region with 52 million clients worldwide,
1,315 billion Euros in assets under management and 79 billion Euros in revenues. The client
provides both life and non-life insurance products to its personal and corporate customers in the
Gulf and KSA markets.

Business Challenges

Challenges
 Complete visibility into strategic
KPIs generated through various
premiums and recoveries
In order to run its day-to-day operations, management needed complete visibility into business
parameters like gross written premiums, new business and renewals, agents’ earnings and sales
activities and operational efficiency in claims and policy servicing.
The key business challenges faced by the client included:

 Disparate data sources within and across all geographical locations

 Consolidation of data from five
countries and a consistent view
across geographies
 An inconsistent view of premiums, outstanding claims, broker commissions and other
key measures
 Manual planning, budgeting and predictive processes
 A lack of multi-dimensional KPI analysis capability
 Insufficient analyses of claims and premiums.

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Solution
 Multi-dimensional data
warehouse system using
Microsoft BI Suite
 Comparison between KPIs and
Budget
 In-depth analysis of claims,
premiums and broker
commissions down to policy
level
Benefits
 Time savings for budget and
planning departments
 Easy access to meaningful
information to make effective
business decisions
 End users can access all
reports and dashboards in one
single view
 Role-based security and data
access across geographies
Technology Highlights
 Reporting: MS SQL Reporting
Service 2008, Report Builder
1.0 (for Ad-hoc Reports)
 ETL: MS SQL Integration
Service 2008
 Dashboard: Performance
Point Server 2007
 Database: MS SQL Analysis
Service 2008, MS SQL Server
2008
 Presentation: MS Share Point
Server 2007
Case Study
Technology Challenges
In addition to the various business challenges, the client faced a number of critical technology
challenges, including:
 An application architecture that did not support ease of navigation, intuitiveness and
a simple ‘drag and drop’ interface
 The lack of ad-hoc analysis facilities to support executive queries
 The need to automate delivery of customized reports to a predefined email
distribution list
 Manual report processes resulting in inaccuracies and reduced resource availability.
Infogain’s Solution
Infogain leveraged its experience in the insurance domain and with BI technologies to deliver
a state-of-art solution for the client. Infogain worked with the client’s IT and functional teams
to produce multi-dimensional data warehouse systems using the Microsoft BI Suite. This
Business Intelligence solution enabled the conversion of raw data into the information needed
for accurate management decision-making.
Some of the business and technology benefits include:
 In-depth analysis of KPIs such as claims, broker earnings, outstanding claims and
premiums down to the policy level
 Comparison of Key Performance Indicators (KPIs) vs Budget/Forecast
 Intuitive dashboards based on dials, gauges and traffic lights
 Reports downloadable to common Microsoft Office formats and PDF for ease of use
and sharing
 Capability to share information through discussion threads and public folders
 Robust metadata to deliver a flexible and scalable BI architecture
 Single IDE for all reports and dashboards
 Consistent and extendible ETL technology for all data marts
 Standardization and reusability of dimensions.
Infogain’s BI Solution Architecture
 Case Study

Results
The new system resulted in considerable time savings—reducing the client’s planning and
budgeting exercise from two weeks to a maximum of two days. Simultaneously, users gained
access to extensive and meaningful management information enabling them to plan strategically
and operate more effectively.

From a single interface, the end user is now able to access all reports as well as the dashboard.
Role-based security was implemented in such a way that the Country / Branch Managers can see
only their geographical data while top executives can see the complete picture.

In addition to these core benefits, the new system included various advanced features:

1. Cube Analysis through Excel 2007: End users can connect through Excel for in-depth data
analyses using a familiar Microsoft Office tool, as shown below.

2. Ad Hoc Reports: End users can create reports using the Report Builder tool by starting with
report layout templates containing pre-defined data regions to build combinations of tables,
matrices and charts. The Report Builder also makes it possible to:
 Add text and formatting to reports
 Create new fields and calculations
 Preview, print and publish reports
 Explore data related to the content of the report.
3. Dashboards: Dashboards provide an overview of key metrics and key information all in
one screen. Using the Dashboard filters, users can select a range of information to view.

There are a variety of dashboard capabilities, as shown below:

 Parameterized Dashboard Graphs

 Drill Down and Drill Up Feature
 Graphs and Tabular Reports with Expand and Collapse Functionality
 Generation of Custom Graphs and Reports.

Parameterized Dashboard Graphs

Drill Down and Drill Up in Dashboards

 Comparing Actual Gross Loss Ratio with Budget and Forecast for Different Countries

About Infogain

Established in 1990 in Silicon Valley, California, Infogain delivers end-to-end solutions through
valuable strategy development, consulting services and highly skilled engineering execution. With
worldwide delivery capabilities in ERP, SOA and Enterprise Integration, SaaS and Cloud
Computing, Business Intelligence, Mobility, Portals and CRM, we have developed deep industry
expertise through our engagements in Retail, High Tech and Insurance among others.

An ISO certified and an SEI-CMM level 5 compliant organization with global delivery centers in New
Delhi and Pune in India, Infogain specializes in JAVA, integration and the full Oracle stack, including
database, middleware and applications such as Oracle E-Business Suite, Siebel, Oracle Fusion and
Oracle Retail.

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