Case Study

Dashboards & Visualization

Insurance • Mid‑Market Organization



The Challenge

Teams were drowning in spreadsheets with no real‑time visibility. Reporting was slow, inconsistent, and dependent on manual data pulls that varied across departments.

Executives lacked a unified view of performance, making it difficult to identify trends, assess risk, or make timely decisions in a fast‑moving insurance environment.



What We Found

A review of reporting workflows and data sources revealed several root causes behind the organization’s reliance on spreadsheets and inconsistent metrics.

  • Reporting logic duplicated across dozens of spreadsheets
  • No semantic layer to standardize definitions or calculations
  • Data refreshes required manual intervention
  • Executives lacked real‑time visibility into operational performance



Our Approach

We built executive‑ready dashboards supported by a semantic model that standardized metrics, automated refreshes, and delivered real‑time visibility across the organization.

Executive Dashboards

Designed intuitive dashboards that surfaced KPIs, trends, and operational insights in real time.

Semantic Models

Built a governed semantic layer to standardize definitions, calculations, and business logic across teams.

Automated Refreshes

Implemented automated data pipelines to eliminate manual reporting and ensure always‑current insights.



The Outcomes

The organization gained real‑time visibility, standardized metrics, and a dramatic reduction in manual reporting effort.





  • Manual reporting cut in half across operational teams




  • Real‑time visibility into performance and risk indicators




  • Standardized metrics adopted across underwriting, claims, and operations



Why It Mattered

With standardized metrics and real‑time dashboards, executives gained a unified view of performance, enabling faster decisions, improved risk management, and a more data‑driven culture across the organization.



Ready to Elevate Your Reporting?

If you’re looking to reduce manual reporting, standardize metrics, or deliver executive‑ready dashboards, let’s talk. Every engagement is founder‑led and tailored to your organization’s needs.

Talk With the Founder

All client details have been anonymized to protect confidentiality while preserving the integrity of the outcomes and approach.