Insurance Services Provider

Company Overview

The company is among the largest global providers of insurance, annuities, and employee benefit programs, with 90 million customers in over 60 countries.

Strategic Consulting

I&A were engaged for Strategic Consulting to undertake an 8-week study to validate the necessity of Business Intelligence, Data Warehousing and associated Reporting tools. This study covered the areas of:

Current Financial Business Processes and Systems, the Current Budgeting, Reforecasting and Management Reporting Processes and Systems, the Required Reports & KPI’s, other External Data Sources to be brought into the data warehouse, data Security Requirements. FX Currency Considerations​, an overview of the future Budgeting and Planning process and systems architecture​, Cost Allocations Methodology, Functional Expense Reporting, Key Benefits to be obtained (tangible and intangible), High Level Gap Analysis – Out of the Box vs. Business Requirements, Proposed Analytics and Modelling Flow, Implementation Project Resourced High Level Project Plan, Solution Visualisation Sessions with users and management​

Challenges and Business Objectives

  • The company undertook a number of improvement activities across the Asian Region and globally that revolved around the measurement, reporting and course correction of Financial and Non-Financial Performance. As part of this exercise, the company was intending to invest in data a warehousing solution incorporating comprehensive business intelligence capabilities.