An insurance technology provider wanted analytics and dashboards to become a genuine differentiator of its platform. AIA assessed its data architecture, reporting environment, and product strategy - and built the roadmap to get there.
The company recognized that carriers increasingly expected actionable dashboards, operational analytics, performance management, and decision support as part of their core insurance platforms. With billing and claims capabilities joining the portfolio, the opportunity to deliver was real - if the foundations could support it.
Analytics and dashboards positioned as a competitive differentiator for existing and future customers.
New billing and claims capabilities created an opening to significantly enhance reporting and analytics.
The existing environment supported operational reports, but not advanced analytics or differentiated dashboards.
A practical, sequenced path from the current environment to a next-generation BI platform.
Limitations ran through both layers - the architecture underneath, and the analytics customers actually saw.
AIA evaluated the product strategy, reporting environment, data architecture, analytics opportunities, and future-state dashboard requirements together - because a product-grade analytics offering depends on all of them.
Reviewed existing product offerings, dashboard capabilities, business plans, and customer-facing analytics opportunities.
Reviewed data marts, warehouse design, metadata, business glossary needs, data structures, and dimensional modeling approaches.
Evaluated existing reports for functionality, design, usability, standardization, and business content.
Assessed geospatial analytics opportunities, competitor benchmarking sources, insurance KPIs, and third-party data integration.
Recommendations spanned data management, architecture, dashboard design, and third-party data - each building toward analytics as a product capability, not a feature.
Enterprise data governance practices, a centralized metadata repository, a standard business glossary, and reference data management.
A modernized warehouse architecture, integrated dimensional models, claims and billing data marts, and support for historical and financial reporting.
Redesigned reports and dashboards, KPI-driven performance management, and analytics for underwriting, claims, billing, finance, and marketing.
Third-party benchmarking, geospatial intelligence, and external data sources to give customers insight competitors could not match.
The roadmap delivered incremental value at each step while building toward a more sophisticated analytics platform.
Expand and improve the reports customers already rely on - immediate, visible value.
Deliver dashboard capabilities using currently available data.
Extend the data model with existing source system information, including claims and billing data.
Bring in geospatial and competitive benchmarking data to differentiate the platform.
Analytics and dashboards positioned as part of the competitive product offering.
Expanded opportunities for customers to manage performance through dashboards and KPIs.
Clear direction for metadata, glossary, reference data, data marts, and data model improvements.
A defined path for integrating claims and billing data into the analytics platform.
Identified opportunities to use geospatial and competitor data to enhance dashboard value.
Near-term improvements delivered while building long-term analytics capability.
AIA helps organizations assess data architecture, governance, reporting, analytics, and roadmap priorities to improve decision-making and competitive positioning.