Modernizing Reporting and Insights for AMBA with Power BI

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Home Case Studies Transforming Data-Driven Insights and Reporting Efficiency for AMBA with Power BI

Elimination of Manual Reporting

Real-Time Access to Reports

Faster, Insight-Driven Decision-Making

About the Client

AMBA is a US-based insurance association offering life, health, property, casualty, and annuity products to professionals, retirees, and affinity groups across the US and Canada. It works closely with associations, particularly in the education and public service sectors, to provide valuable benefits to their members.

Unveiling Success

Solving Data Fragmentation with Automated, Unified Reporting at Scale

AMBA struggled with fragmented reporting across departments, relying on spreadsheets and outdated tools that led to inconsistent data and manual effort. Key reports lacked real-time updates and drill-down features, delaying strategic insights. This created bottlenecks and made it difficult for teams to access accurate, business-aligned metrics when needed.

Client’s Challenges

Relied on spreadsheets and outdated tools across departments, leading to fragmented data, inconsistent definitions, and lack of visibility.
Struggled with static spreadsheets for routine reporting, resulting in manual refresh cycles and missed opportunities for timely decision-making.
Lacked real-time visibility into key metrics, causing strategic delays and limiting cross-functional alignment across sales, marketing, and finance teams.

Our Solutions

Deployed a centralized Power BI platform that unified key dashboards across departments, resolving data silos and ensuring consistent reporting.
Automated report generation with scalable data models and scheduled refresh cycles, reducing manual work and accelerating insight delivery.
Enabled role-based, real-time dashboards tailored to each team, improving agility and supporting faster, more informed decisions.

Tools and Technologies Deployed

Business Outcomes

Enabling Smarter Decisions, Streamlined Operations, and Scalable Insights with Modern Reporting

Accelerated Decision-Making
Timely, refreshed insights support faster decisions across planning, campaigns, underwriting, and finance.
Real-Time Business Visibility
One platform integrates performance data across departments, enabling a clear view of overall business health.
Improved Target Tracking and Monitoring
Weekly and monthly comparisons reveal gaps early, allowing for quick alignment and corrections.
Operational Efficiency
Automation reduced manual workload by 30%, freeing time for strategy over spreadsheets.
Scalability and Security
Built-in access control and modular data models ensure long-term growth, usability, and compliance.

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 partner of Microsoft, Databricks, AWS, and Informatica, Kanerika’s commitment to innovation and strong partnerships positions it at the forefront of empowering businesses for growth. Moreover, recently Kanerika was recognized as the preferred Microsoft Fabric partner and is uniquely positioned to access the Microsoft resources for its various enterprise product implementations.