Customer:

A leading insurance company with more than 80 years of legacy. They offer a comprehensive range of protection, savings, and investment-linked insurance products.

Business Challenge:

1. Lack of Expertise: Data architecture, governance and analytics
2. Multiple Technology Vendors: Numerous systems created more complexity.
3. Siloed Data Sources: Policy, financial, digital, and external data resided in disconnected systems, including spreadsheets, limiting consistency and reliability.
4. Manual Reporting: Heavy dependency on Excel and manual processes led to errors, inefficiencies, and delayed insights.
5. Limited Data Visibility: Lack of centralized access to data hindered analytics and performance monitoring across departments.
6. Inadequate Governance: While some policies existed, there were no tools or enforcement mechanisms in place to ensure compliance or data quality.

Solution:

Tech Stack for centralised architecture framework: Microsoft solutions such as ADLS, Azure Synapse Analytics. SalesForce’s Tableau. Dashboards: Phase 1; Fundamental Insights with 65 dashboards for core business within four months. Phase 2; the Vision Expansion with 80 dashboards to support enterprise wide-data accessibility. Datawarehouse, data governance and analytics: Successfully compartmentalise and integrate historical data of more than 5 years. Analytics assisted forecast finance’ reserves and sales to modify and upsell premiums for its existing customers. Completely ran on Agile mode for a prompt stakeholder feedback loop.

Outcome:

1. Report turnaround time reduced by 85%: What used to take 13 days with manual compilation can now be generated within 2 days
2. Data accuracy improved by 70%: Automation of reporting and centralized data validation significantly reduced errors from manual input and reconciliation processes.
3. One unified view across 15 departments, where silos were broken down.
4. 2.4 times faster response time for updates with Agile mode.
5. 37% estimated overall reduction in operational costs with reduced manual workloads allowed redeployment of resources to higher-value activities
6. Improved compliance readiness with structured governance and audit trails for a reduced risk of regulatory breaches.

The organization transitioned from fragmented legacy systems to a hyperconnected, insights-driven ecosystem in under 13 months. This transformation has empowered leaders to prioritize customer-centric strategies, enabling faster time-to-market for new products and services. The company is now positioned among digitally progressive insurers in the region—having improved operational agility, governance, and enterprise-wide data trust.