Mobile Executive Dashboard
To produce an analysis of operations
by different business dimensions such as Line of Business, Broker, Client, GL Accounts,
Actual vs Budget vs Target ledgers and make the data available to all levels of the
company including Board, Executives and Underwriters who may be globally distributed at
meeting time or even in transit.
In this case, the client's data existed in their Reinsurance system, their General Ledger and
in some spreadsheets. Each month saw a whirlwind of activity by the finance team to update each
system and then extract, collate, classify, reconcile and analyze the data.
One of the biggest challenges was ensuring that the master data shared between the systems was accurate
and up to date. This often derailed reporting, analysis and reconciliation if a treaty was missing
or had different analysis codes assigned to it in the different systems.
Build a Data Mart and combine data from the Reinsurance source system, General Ledger and
spreadsheets that contained analysis codes not available in either of the other systems.
Implement a dashboarding tool that allowed users to visualize and collaborate on the
data on mobile devices.
- Integration Services packages to bring reinsurance and ledger data from existing systems
as well as analysis classifications loaded from spreadsheets into a Data Mart.
- A SQL Server database to house the combined and transformed data. The data was
loaded into a star schema consisting of fact and dimension tables that modelled
the clients' business structure.
- Analysis Services cubes to calculate and trend the data and allow slicing and dicing
across the different business dimensions.
- Dashboards of the various business metrics contained in the cubes, such as actual, budget and
forecasted Written & Earned Premiums, Loss Ratios, Commissions, Acquisition Costs, Underwriting
expenses and more. The dashboards were surfaced as
a web application and could be used on desktop pc's, tablets or other mobile devices.