How an insurance leader slashed report handling time by 60% and tripled data usability with BI support

Company Profile

A mid-sized insurance provider based in Laguna Hills, CA, struggling with manual updated and slow reporting avails Business Intelligence (BI) services, integrating Tableau-based dashboards for claims, quotes, and policy audits.

Challenges

• Large Excel files (500MB+) with 100,000+ rows made reporting slow and error prone.
  
• Reports required extensive manual updates, including data entry and formula adjustments.
  
• Pivot tables had to be refreshed manually, delaying insights.
  
• Data integrity issues arose due to human errors in Excel processes.
  
• The existing process was time-consuming, often taking over an hour for updates.

Approach

• Migrated reports from Excel to Tableau, enabling automation and eliminating manual updates.
  
• Implemented a drag-and-drop file upload system via Google Drive, allowing instant report updates.
  
• Designed interactive Tableau dashboards with enhanced filtering and drill-down functionalities.  
  
• Standardized the data structure to improve accuracy and eliminate inconsistencies.  
  
• Provided comprehensive training to ensure seamless adoption and usability.

Results

• 100% automation of report updates, eliminating manual efforts.
  
• 95% faster report refresh, reducing wait time from over 1 hour to under 5 minutes.
  
• 100% accuracy in data integrity, eliminating human errors from manual processes.
  
• 60% reduction in report handling time, allowing employees to focus on analysis rather than manual updates.  
  
• 3x better data usability with interactive filters and drill-downs, making data exploration more efficient.

Efficiency at this level wasn’t a lucky break. It took a clear-eyed strategy, intelligent automation, and flawless syncing to shift the gears. Curious how it all came together?