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Power BI Solution for Life Insurance Company


A nationwide life insurance company came to us because they were not satisfied with the analytics they were getting from Cognos and in search of guidance as to which BI tool would best fit their unique requirements and security needs.  Their existing process involved loading their data directly into IBM Netezza.


After reviewing their unique needs we designed, installed, and set up the client’s BI environment using Microsoft’s Power BI visualization tool and SQL Server. In addition to the install, we provided comprehensive hands-on training and consulting including documented step-by-step instructions on:

  • Best practices for setting up Power BI security
  • Pros, cons, & roadmap for using the data gateway
  • Importing multiple data sources vs. direct data query to Power BI
  • Power BI service automation & scheduling capabilities
  • Developing role specific dashboards
  • Standardizing reports with themes & templates


Our team has experts in the Business Intelligence field that can handle end-to-end BI solutions from data warehouse design and development, ETL (Extract, Transform, & Load), modeling, and data visualization. We delivered demos to the client a week after completing the initial engagement. As a result, our blended delivery model saved them significant amounts of time and money on their project.

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