- Life Insurance
- Recommandation system
- Data Vizualisation
- Offer personalization
Our client is a French group, specialized in life insurance. IT department provides business lines with reporting associated with a certain number of needs. The main tool used to view this consolidated data is QlikView.
There are (after cleaning) a hundred reports (more or less complex), dealing with 95% of the “Passive” data: operations, flows, outstanding amounts, configuration.
Currently, an external consultant is the only one knowing from the IT department, who masters the tool, the reports and the underlying technical and functional skills.
The fact of not having well-defined naming and type rules on management data is also a barrier when it comes to reconciling and manipulating the desired data.
As a result, people in the same business line tend to use the same term for a different reality. This can lead to obvious piloting errors.
To meet our client’s data needs, our approach revolves around simple phases aimed at consulting and involving the various stakeholders in the company:
- Phase 1 – Analysis: It makes it possible to define the expectations, the possible constraints and the portfolio of projects in order of priority.
- Phase 2 – The frame: It allows us to define the estimated budget, the action plan and the steering necessary for the successful completion of the project.
- Phase 3 – The achievement: It defines 2 comparative analyzes of the main solutions of the ETL and Data Visualization markets.
- Phase 4 – The implementation: It will be the subject of a call for tenders following the analysis.
We have opted for a logic of technical and functional workshops with the trades identified by the client as being within the scope of the master plan, that is to say with salespeople, actuaries, management control and the IT department.
- Development of a unifying vision of BI: unique vision of the truth and implementation of a unified data vocabulary within the company,
- Definition of a project plan with an estimate of the overall short-term and long-term budget,
- Technical architecture defined and adapted according to the size of the company, no “gas plant”,
- Reduction in maintenance costs and evolution of the new system,
- Industrialization of the reporting process within the company.