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Unified Data, Smarter Decisions: Reinventing Reporting at Scale

ISW built a BI Center of Excellence to unify reporting, improve data quality, and drive smarter decisions.

Integrated Data, Centralized Reporting Streamlined data sources and enabled self-service analytics through a unified BI framework.

Reduced Costs, Boosted Efficiency Cut operational overhead while improving reporting speed and accuracy.

Enabled Smarter Decisions Equipped teams with real-time insights to drive strategic, data-backed actions.

Client

Specialty insurance distributor in the U.S., writing over $500M in GWP across multiple product

Scope of Work

Consolidated data warehouses and established a centralized Reporting Center of Excellence.

Geography

United States

Industry

Insurance

Client Challenges

Inconsistent reporting and fragmented data systems were hindering visibility, accuracy, and decision-making.

The client struggled with disconnected systems—further complicated by recent acquisitions—leading to integration issues and unreliable data. Without a unified source of truth, reporting varied across teams and product lines, creating inconsistencies, inefficiencies, and compliance risks. The organization needed centralized data governance, standardized reporting, and user-friendly access to real-time insights.

ISW’s Solution

ISW designed and deployed a scalable Business Intelligence Center of Excellence, delivered in two strategic phases:

Phase 1: Data Foundation

  • Integrated data sources to eliminate silos and establish a unified data layer
  • Centralized data warehousing for seamless access and governance
  • Standardized reporting formats across brands, teams, and regions to ensure consistency and compliance

Phase 2: Empowering Users

  • Rolled out self-service dashboards to enable business users to generate reports independently
  • Developed underwriter performance scorecards using BI tools to track key metrics, drive accountability, and support data-informed performance management

Future-Ready Insights

With BI maturity in place, leadership can now monitor underwriter performance, optimize resource allocation, and adjust strategies proactively based on real-time data.

Impact Delivered

  • 15% staff reduction through reporting automation
  • $5M+ saved in operational costs over 3 years
  • Improved user experience with self-service tools enabling fast, customizable reportings
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