THE DILEMMA
This Wisconsin-based commercial insurance agency had data from which to make informed decisions, but it was time-consuming and labor-intensive to access. When the agency wanted a report or other information from its data, it went through a lot of manual manipulation to get the data out of its source systems, put it into spreadsheets, build pivot tables, and on and on until a report was in a format that could be useful for answering the questions at hand. This process not only took a lot of time and effort, but it also left the door open to potential errors given all the manual manipulation that data went through—not an ideal situation for evaluating key indicators of your business's health!
THE APPROACH
Wipfli assessed and restructured the insurance agency's analytics stack, deploying modern dashboards for real-time risk assessment and decision-making.
THE RESULTS
While Wipfli delivered some initial applications, it also provided the agency with the education needed to use and explore the system independently. The organization has been successfully up and running with QlikView for over two years, and it continues to enhance and develop the ways in which it can use the system on its own. Beyond eliminating the manual processes, the big benefit that was achieved is better, and continual, insight into its business, which facilitates collaborative business decisions and improves its ability to solve business problems.