Industry

Healthcare Insurance & Employee Benefits

The Challenge

The client, a major national healthcare and dental insurance provider, needed a unified reporting and analytics solution to improve operational visibility. The specific requirements included:

• Developing interactive dashboards in Power BI / Power View.
• Integrating dashboards into a SharePoint portal for centralized access.
• Enabling scheduled report refreshes at defined intervals.
• Providing business users with role-specific reporting and secure authentication.
• Tracking and analyzing ticket resolution times, success rates, and failure trends for service request management.

Solution

A comprehensive BI and reporting framework was designed and implemented to streamline data access and operational insights. Key components included:

1. Power BI Integration with SharePoint
   • Architected and developed dashboards in Power BI / Power View, embedding them into SharePoint via web parts.
   • Configured different authentication levels to ensure user-specific access.
2. Operational & Service Request Analytics
   • Designed dashboards to track ticket submissions, pending items, closed requests, and resolution timeframes.
   • Implemented success vs. failure rate tracking for service tickets.
3. Automated Refresh & Scheduling
   • Enabled scheduled report refreshes to ensure up-to-date data availability.
4. Ad-Hoc & Role-Based Reporting
   • Created business-user-specific dashboards tailored to operational needs.
   • Provided ad-hoc reporting capabilities for deeper analysis.

Business Impact

• Improved Operational Efficiency: Real-time visibility into ticket resolution times helped reduce average closure time by 30%.
• Centralized Access to Insights: SharePoint integration provided a single, secure portal for all reporting needs, reducing time spent searching for information.
• Enhanced Decision-Making: Role-based dashboards empowered managers and operational teams to address service issues proactively.
• Increased Data Accuracy: Automated refresh schedules ensured that all dashboards were updated with the latest available data.
• Scalability for Future Growth: The solution allowed easy addition of new reports and dashboards without major redevelopment.

Technical Architecture​

• BI & Visualization: Power BI, Power View
• Collaboration: SharePoint
• Database: SQL Server 2008