AMBA Insurance’s Transformation with Smarter Data & Reports

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Home Case Studies Enabling AMBA Insurance’s Transformation with Smarter Data, Faster Reports

Real-Time Report Availability

Elimination of Manual Reporting Tasks

Improved Accuracy and Data Consistency

About Client

AMBA (Association Member Benefits Advisors) partners with over 400 associations to offer insurance and benefits to retired public employees, educators, and professionals. It also provides specialized products like liability and event cancellation insurance to a broader customer base.

Unveiling Success

Enhancing Real-Time Reporting and Decision-Making with Power BI and Power Automate

Client’s Challenges

Relied on manual reporting processes, which led to frequent delays, errors, and limited real-time visibility.
Struggled with inconsistent sales data and budget mismatches, reducing the accuracy of operational insights.
Lacked automated systems to roll over reports for the new fiscal year, resulting in time-consuming manual adjustments.

Our Solutions

Implemented dynamic, near-real-time Power BI dashboards, enabling immediate access to critical business metrics.
Developed custom Power BI reports that improved visibility into operational performance and decision-making.
Automated report generation and distribution through Power Automate, significantly reducing manual effort and the risk of errors.
Built a scalable data model to support seamless integration of future data sources and evolving business needs.

Tools and Technologies Deployed

Business Outcomes

Maximizing Business Value

Faster, Smarter Decisions
Real-time insights now empower AMBA’s leadership to act quickly and confidently, strengthening both strategy and day-to-day operations.
On-Demand, Reliable Data Access
Centralized reporting and streamlined data processes give teams instant access to accurate, up-to-date information.
Stronger Cross-Team Collaboration
A unified data environment has improved communication across departments, leading to more aligned decisions and greater innovation.
Higher Operational Efficiency
Automation and simplified reporting have cut manual work, freeing up time to focus on growth and strategic priorities.
Stronger Data Integrity
Automated checks and data cleansing have raised the accuracy of reports, leading to decisions based on trustworthy numbers.
Ready for What’s Next
A scalable data foundation positions AMBA to easily connect future systems and grow its reporting capabilities with the business.

Why Kanerika?

Kanerika is a premier provider of data-driven software solutions and services that facilitate digital transformation. Specializing in Data Integration, Analytics, AI/ML, and Cloud Management, Kanerika prides itself on its expertise in employing cutting-edge technologies and agile methodologies to ensure exceptional outcomes. With a proven track record across various industries, Kanerika maintains rigorous quality standards, backed by ISO 27701 & 27001 certification, SOC II, and GDPR compliance. We are also CMMi Level 3 appraised, further accentuating our commitment to quality service delivery. As a distinguished partner of Microsoft, AWS, and Informatica, Kanerika’s commitment to innovation and strong partnerships positions it at the forefront of empowering businesses for their growth.