Texel Finance
Transforming Manual Reporting into Scalable, Secure Power BI Dashboards with Centralized Data and Client-Facing Portals
The Challenge:
Specialist insurance broker operating in credit and political risk market requiring transition from manual Excel reporting to automated Power BI dashboards. Needed comprehensive data model analysis and centralized data repository to replace manually compiled reporting pack. Required effective workflow for capturing incoming data and secure portal for internal and client usage with branded client interfaces.
Our Solution:
Delivered comprehensive 2-phase Power BI transformation including data model analysis with centralized Microsoft Azure repository, automated dashboard creation replacing manual processes, and secure client portal development. Implemented Senior Digital Consultant services for stakeholder engagement, data collection optimization, and interactive dashboard design with drillable functionality across global insurance operations.
Key Features and Benefits
- Centralised Microsoft Azure data repository replacing manual Excel processes
- 90% reduction in manual reporting time through automated Power BI dashboards
- Interactive dashboards with drillable functionality for insurance data analysis
- 85% improvement in data accuracy through centralised Azure repository
- Secure client portal with branded interfaces for individual client access
- 80% faster client report generation with automated dashboard delivery
- Automated data capture and extract portal for internal operations
- 75% enhancement in data collection efficiency through optimised workflows
- Global geographical visualisation with deal type and currency filtering
- 95% improvement in client data accessibility through secure branded portals
- Real-time KPI monitoring across credit and political risk portfolios
- 70% reduction in Excel-based reporting errors and inconsistencies
- Repeatable process for easy data loading and updates
- Enhanced decision-making capabilities through real-time insurance portfolio insights
- Scalable foundation supporting business growth in credit and political risk markets