For weekly meetings, reports were prepared with a big time lag, and there were plenty of additional files available to go deeper into particular figures.
Evidently, it was not something a manager would like to work with on a daily basis.
The first and biggest step of the project was Data Cleaning. We spent a few months bringing the data to a single format and enriching it with the missing information and classified data. The resulting step was the creation of an analytical data warehouse which would become a source for Power BI reports.
The next step was the creation of the report library – a complete and fully structured list of BI Reports to keep track of the company's target KPIs.
The final step was the organization of the smart circle approach between the sales, underwriting, actuarial, operations, and claims teams to take actions such as setting up the target inflation rate, changing a tariff for the network, moving clinics between networks, preparing clients for an upcoming tariff increase, discussing a possible program change with renewable clients, informing clients about unethical clinics and practices, sharing market trends and many more.