The client is one of the largest insurance products company approached Trianz to architect, design and build Field Dashboards using MicroStrategy DW/BI solution for tracking and performance analysis.


  • Needed an efficient method to track the performance of branches.
  • Require a centralized system to track activities of representatives.
  • Existing EDW objects not providing optimum performance.
  • Existing system to create per capita comparison scenarios is manual.
  • Needed to resolve recurring user issues when required.


Microstrategy, Informatica, Teradata.


The current usage of the new Legal application includes the following:

  • Built an automated solution to create per capita comparison scenarios, which helps to forecast per capita goals.
  • Incorporated the Model Branch ranking methodology into a systematic solution that allows for the ranking metrics to be incorporated in numerous dashboards and reports. Built a systematic solution to handle rep transfers and rep terminations.
  • Manager dashboards will now include all business activity monitoring including when reps were active in a particular branch.

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  • Tables, charts and gauges help the management visually monitor trends and spot exceptions.
  • Self-service capabilities for business analysts for Ad-hoc reports.


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