CLIENT

Client is an insurance firm with operations in Malaysia. The client offers life, investment-linked, group scheme, retirement, savings, and healthcare insurance services in Malaysia.

Challenges

Client had a centralised sales dashboard and the mid-senior management were missing standardised sales data across the organisation to compare and analyse. This led to delay understanding changing market dynamics.

Thus, they were looking for a system on a immediate basis in real time to bring out standard data making it easier to identify changing forces on the ground and take quick steps to align themselves with these dynamics.

Solutions

Avows created a native mobile application available both for android and iOS for sales reports and dashboards which were available based on access. We brought together data from different places, and after careful discussions with business partners finalised parameters and metrics that were to be reported at different levels. Through this, sales report available on a immediate basis real time. Classified based on product types, categories, regions, channel and several other details.

Technology Stack

Some technical details of our solutions:

• Implementation of ETL : Pentaho
• Data Warehouse MS SQL
• BI/Dashboard Pentaho
• Native Mobile App

Benefits The reporting team saves time that we spent in creating reports in Excel. Dashboards allows to measure performance numericallyt, so the client knows exactly what’s going on in the business at all times. As the client monitors key metrics in the dashboard, they intuitively start improving your results. The dashboard shows exactly which areas of the business are performing poorly, so the client knows exactly where to focus their time to increase results. By knowing precisely what’s in the business and what’s not, it’s simple to increase both sales and profits.

• Sales management had access to manage their teams more efficiently
• Sales leaders were able to make decisions more quickly and improve sales productivity by 3 times