Hexaview worked with the Business transformation partner of a renowned Insurer
Binding seamless Technology with Finance
GeneralPublished on: Fri Feb 10 2023
Our client had to put days of effort into collecting department-wise information, and all this information was scattered. As a result, they could not analyze their footprints. The client wanted a web-based application with a dashboard to see the department wise data methodologically.
Client’s Challenges & Requirements
· The client had to manually collect all the information related to the number of consultants, amount of tax, fund administration, expenses, headcount by departments, etc.
· They needed a standard platform, i.e., a central repository to store all the information from various departments to retrieve the required information quickly.
We developed a web application for achieving the client’s goal— a dashboard with department wise sections for getting all the information in an organized manner. A user from the department can log in to the application and enter the data on a daily basis. The associated manager can then see the information on the dashboard; if they required a detailed view, they could see it on the departments’ respective pages.
Our solution with self-service capabilities helped our clients with the complexities and challenges they were facing.
Impact of the implementation
· Reduction in overall turnaround time.
· The client can access all the data in a single place. They can track all the information as per the departments from a single platform like the current headcount by departments, who have entered the details, Years wise gross revenues, etc.
· This freed up a considerable amount of time for more relevant and productive work.
· It led to quicker and error-free processing of gathering department-wise information.
Key Success Factors
· Our experience in developing a dashboard in other projects made the implementation quick.
· We are flexible to incorporate changes /functionalities demanded by the client.
· We adopted the Agile methodology and provided full Customer Support.
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