Insurance Company - Analytics Platform

Background

The Company employs over 2,000 employees in its business and provides a range of financial and nonfinancial products to its customers.

Problem

Over the years, The Company has accumulated thousands of self-service (non-governed) and governed Power BI reports, with varying metric definitions, levels of quality, and inconsistent access control patterns.

Internal customers and developers of the reporting platform are complaining about:

  • Inconsistent metrics
  • Lack of metric re-usability, resulting in duplication
  • Poor quality control and inconsistent deployment practices
  • Inconsistent report access patterns
  • A lack of understanding of Power BI usage across the organisation
  • Not easily able to access data sources behind an internal firewall

Solution

Workshops and knowledge base

sharepoint image is example only

  • Facilitated 10+ workshops and knowledge transfer sessions to design future ways of working, data governance and self-service strategy.
  • Created a SharePoint Site to enable self-service BI users to find documents, policies and guides, training and support resources that were created and agreed in the prior bullet point above.

Power BI Infrastructure and Monitoring

platform

Outcome

  • The Customer’s Reporting Platform maturity score improved from 26% to 89% in 5 weeks.
  • Governed self-service reporting uptake increased.
  • Feedback from Analytics Manager:

“It would’ve taken us 12-18 months to produce the amount of assets that Jonathan did in such a short space of time (5 weeks).”