Industry Profile Examples:
Insurance Company Profile:
See how our dashboard software can help an Insurance organization.
Business Problem: Regional Insurance Company seeks to share Premium,
LTC, Annuity Stats as well as Employee Training materials, reports and other metrics with various office locations spread out across South East.
Currently they spend money on trainers to provide instructional classes but would like to have online web based training that new hires can have access to secured by department and job role.
Also all data for Premium is kept in Excel files and emailed from office to office creating different versions and inconsistencies in data reporting.
They also need a way to share company events, forms and documents, news and announcements with all employees in all offices.
In addition, each office location should only be able to view data relevant to them and top level management should be able to view for all office locations.
Main View: Access to Company News, Announcements, Event Calendar and Frequently Used Applications
Solution: Consolidate all training materials online and provide access to employees from one intranet portal site.
Also feed all premium, annuity and LTC data to a dashboard view for management to view in Real Time.
Data resides in SQL Server database but gets pushed to the dashboard every 15 minutes.
Dashboard now contains events calendar for all
and access to forms, documents and
even a company bulletin board. Added content areas for various departments.
Managers have views to see critical metrics while lower level employees do not. Different office locations see
only relevant data and reporting while the top level management can see all. Managers can get clear visibility on production in all offices spread out in the region.
View #2: Access to Company Phone List and Photo Album
View #3: Access to Company Educational Materials and Training Documents (Secured by User Group/Job Role)
View #4: Life Insurance Premium Numbers Watch List (For Executives, also views for Long Term Coverage Numbers
and Annuity Data). We stream in data from SQL Server databases and provide quick views to see how the organization is doing as well as each individual insurance agent. We have views for executives to watch Premium numbers as well as LTC and Annuity production.
View #5: Human Resources Departmental Site (No more calls to HR to find forms or answer questions, all is self service now)
This is an just one example of how we can use our dashboard software to create a management dashboard and company intranet portal and fill it with your data
from various data sources. Call us or email to find out how we can create a complete solution for you and your business needs.