2. Team Computers - A Profile
INDIA US
• 1300+ Employees • Employees (10 + 4)
• 32 Locations • 2 Locations
• Covering 500+ districts • Covering CA and NY now
• Infra Supply, Infra Support • BI: QlikView (only)
and Info Services • Additional Businesses:
• 2000 customers across all Google Enterprise Solutions
products & Application Management
• Gross Income of US$ 50 Mi Services
• Gross Income of US$500k in
first 6 months
2 22-Apr-12 Team Business Solutions LLC
3. Team - QlikView Practice
Profile
INDIA
• 150+ Customers over 4 Yrs
• CMMi Level 3 Certified (QlikView Implementation)
• 15,000 Licenses
– 2 Installations > 1000 licenses
– Over 15 Installations > 100 lic
• 400+ Apps Built & Deployed
• 80+ Consultants Currently (adding)
– 12 Certified by QlikTech
– More going through certification process now
– Others trained in house (on the CMMi Level 3 Process)
• Presence in Delhi, Mumbai & Bangalore. Other places
remote
3 22-Apr-12 Team Business Solutions LLC
4. Executive Introduction
• Readymade Templates
• Dashboards / Analysis / Reports for Multiple Insurance
Functions
• Map to the existing data
• Unified Insurance Data Model
• Insurance Data Dictionary
• Integrates various Insurance Data Sources
• Cost per report is kept low
– Even for new reports
• Very short time to deploy - Quick Wins
7. Typical Insurance Business
Information Needs …
• Analyze Losses & Expenses
o High Combined ratio is unhealthy
• Monitor turnaround time (TAT )
o Delays lead to loss of opportunity
• Improve Accuracy and Timeliness of information
o To focus only on profitable opportunities
• Deeper and integrated Insights (single version of
truth)
o M&As lead to disparate silos of information
• Lower the cost for Compliance and MIS Reporting
o Cost per report is too high
8. Information Visibility Challenges
• Reports
o Too many Reports, too much time, too expensive
How can we reduce time and cost?
• Accuracy?
How can we make it more accurate and more
reliable?
• Future Visibility?
o What IF analysis, evaluating different scenarios
9. Business Intelligence and
Analytics
Optimization What’s the best that can happen?
Predictive modeling
What will happen next?
Competitive advantage
Forecasting / extrapolation What if these trends continue?
Analytics
Scenario Analysis
What all can happen?
Statistical analysis
Why is this happening?
Alerts What actions are needed?
Query / drill down Where exactly is the problem?
Access and
reporting
Ad hoc reports How many, how often, where?
Standard reports
What happened?
Degree of Intelligence
10. Insurance Framework
– Core Insurance
– Policy, Claims,
– Audit, Finance
Derived from
– Customer Life-Cycle
Standard
– Marketing
Functional
– Leads, Sales
Needs
– Risk Profiling
– Loss Analytics, Loss Triangles
– Loss Reserving, Loss Profiles
– Distribution
– TPD Performance
– Sales Performance
– Integrated Analytics
– CEO & Functional Dashboards
11. Insurance Solution Overview
Advanced
Analytics –
Scoring,
Modeling,
Data
Mining, Predefined Templates
Predictions,
…
ODS/ Q-ODS/DWH
DWH Connector
Portal
Access of
Historical
Data
12. Architecture
• 4 Tier Architecture
– Extraction, Unification (UDM), Business Rules (QDM), Visual
Applications
• Common Data Dictionary (CDD)
-> Unified Data Model (UDM)
-> Q-Insure Data Model
-> Predefined Templates with KPIs
• Unified Data Model
– Pre-processed
– Cleansed
– Connected Snow-flake schema
• Can directly populate into a Warehouse Platform
– No expensive ETL solution required
13. Predefined Templates
• Readymade Insurance BI framework
– Built on top of QlikView BI Engine (a product of QlikTech, a
Sweden based company)
– Predefined set of Key Performance Indicators (KPIs)
– Add more KPIs depending upon business need
• Key Dashboards
– CEO Dashboard
– Policy Analytics
– Premium Analytics
– Loss/Claims Analytics
– Loss Triangles / Ratios
– Compliance
16. Data Architecture
Data Sources Unified Insurance
Policy admin, Lead Extract Unify Data model
Raw Data Stores
Mgmt, Claims admin, etc (UIDM)
Apply BZ Rules
Dashboards
What-if
Analytics Analysis
Q-Insure
Applications QLIKMARTS Q-Insure
Data Model
(QIDM)
Reports Scorecards
4 Tier Data Architecture
17. Quality In-Built
Challenge
• Report / Metric Specs change -> Change Management ->
Ensuring Quality
Solution
• Templates have built-in Control Reports
• validation of reports after changes - an easy process
Benefit
• Saves hours and hours of effort
• Helps Business users to validate rather than overloading IT
users
18. User Types
Q-Insure Modelers Q-Insure Admins
- Map source systems into the Extraction - Q-Deployer administrators Deploy / remove
Common Data Dictionary applications, new versions etc
- Transform and create the Unified Data Model - Create / Modify / Delete users
- Trustees of the Integrity of the Unified Data - Assign access rights to users vs. applications
Model - No need for QlikView development skills
- Existing DBAs and Functional Consultants play - Can be performed by existing IT Administrators
this role
Q-Insure Developers Q-Insure Business Users
- Trained on QlikView and Q-Insure Unified Data - Access the applications through Q-Deployer
Model
- Slice & Dice and View
- Create New Dashboards/Reports/Analytics
from QDM - Create new charts / graphs, bookmarks
- Cannot change data in QDM, but can add - Collaborate - Share Bookmarks, Objects with other
further processing users
- Very quick creation of new reports / analytics /
scorecards / dashboards
19. Enterprise Aspects
• SSO Integration to ADS/LDAP
• Q-Deployer - available as a front-end for user access
• Integration with Portals - Sharepoint, Websphere
• Distribution of Reports / Analytics / Dashboards - Interactive
and Static
• Clustering - of production servers
• Development, UAT and Production environments
• Version Management and Deployment Management Process
Defined
• Standardized Directory, Table and Application structures
• Theme-based Enterprise wide Interface Standardisation
• Approval based deployment process (being added in Q-
Deployer)
20. Bill of Materials
Sl. No. Item Qty Remarks
1. Q-Insure Core (Installer, Data 1 Base component
Manager, Monitor)
2. Q-Insure Life Data Model 1
3. Q-Insure P&C Data Model 1
4. Q-Insure Deployer 1
5. Q-Insure ODS/DWH Connector 1
6. Admin Enablement 1 10 days on-site
7. Qlikview Server 1 Production Server
8. QlikView Test Server 1 Test / UAT Server
9. QlikView Local Clients 5 Development Client
10. QlikView Named CALs [n] # of power users
11. QlikView Document CALs [m] # of User / Document combinations for non-
power users
12. Requirements Assessment Fixed 10 days consulting
Mapping, Design, Develoment, Testing, Integration & Deployment service as needed.
Estimates after Requirements Assessment
21. Case Study –
California Casualty Management Company
Business Need
Reduce cost on Compliance & MIS reporting, and Single version of truth
Challenges
• Disparate data systems and no single view of Information
• Need for rationalizing cost and complexity of legacy reporting system
Solution
• Unified Data Model - integrating data from various sources in QVD repository
• Compliance & MIS Reports using QlikView - speed and accuracy
• Business & Performance Analytics - KPI based reporting/analytics
Key Benefits
• Reduced cost per report
• Support management to increase efficiency across organization
• Increased Visibility, esp. for marketing department functions
Ba
ck
22. Case Study –
Reliance General Insurance
Business Need
Improve Operational Efficiency and get deeper Business insights
Challenges
• Disparate data systems and no single view of Information
Solutions
• Daily Performance Reporting for Sales
• Operational Reports and Analytics across all functions
Key Benefits
• Improved decision making – alerts and scores
• Extensive coverage of insurance analytics reports
• Accelerates implementation of Business Intelligence
Ba
ck
23. Case Study –
Royal Sundaram Alliance General Insurance
Business Need
Increase underwriting profits and control loss ratio
Challenges
• Disparate data systems and no single view of Information
Solutions
• Underwriting
• Claims Analytics
Key Benefits
• Improved Time-To-Decision
• Quick answers to Questions of Top Management
Ba
ck
26. Insurance Companies in India - Life
• Reliance Life Insurance (Life)
– Over 5 Million Lives
– 1200 Users of QV: Sales, Operations, Compliance, Underwriting
– Using QV for 4 years
• Birla Sun Life Insurance (Life)
– Over 2 Million Lives
– 25 Users of QV: Daily/Monthly Reporting, Compliance, Finance
– Using QV for 2 years
• SBI Life Insurance (Life)
– Largest Private Insurance Player in India
– 65000 agents
– 100 Users of QV: Planning, Scenario Analytics
– Using QV for 3 months
Team Business Solutions LLC
27. Insurance Companies in India – P&C
• Reliance General Insurance (P&C)
– 173 Cities in 22 States. 94 Customized Products
– 300 Users of QV: Sales, Underwriting, Operations, Compliance
– 4 years
• Royal Sundaram Alliance Insurance (P&C)
– 150 Cities. Multi Channel
– 200 Users of QV: Sales, Underwriting, Operations, Channel,
Compliance
– 3 years
• IFFCO TOKIO General Insurance (P&C)
– 150 offices. 1000 employees. 56 Strategic Business Units.
– Innovative Niche and Rural Products.
– 100 Users of QV: Sales, Underwriting, Operations, Field Force
– 3 months
Team Business Solutions LLC