Background:
A US-based company working in the insurance domain specialized in vehicle insurance had their data stored in different databases. This data was related to sales, calls, payment, etc. Since the data was stored in different databases it was difficult for them to compile data and the team and stakeholders were unable to get insights on time. They needed a solution where the data from different departments can be collected and visualized in a timely and efficient manner.
Role of FSPTech:
ETL Code Installation:
The team was instrumental in the data warehouse projects. They designed and created Extract, Transform, Load (ETL) code installations that facilitated the transition of data from different data sources to Snowflake data warehouse platform on Azure Cloud. This involved extracting data from various sources, transforming it to meet the target system’s requirements, and loading it efficiently.
SSIS Expertise:
The Data Conversion Specialist Team leveraged their expertise in SQL Server Integration Services (SSIS) to direct data transformations and transitions. SSIS played a pivotal role in the ETL process, allowing for seamless data flow between systems, data cleansing, and data enrichment as required.
Power BI for Data Visualization:
We proposed them with Power BI as a Data Visualization tool to prepare dashboards, reports, and KPI scoreboards for various use cases. This helped them to gain insights on various sales parameters, call reports, and more.
Key Responsibilities:
- Understanding the client requirement and different case scenarios to provide optimum solutions.
- Designed the complete expense management module.
- Maintain a knowledge base to track different issues encountered.
- Authentication and Role Management using Entity Framework Core.
- Experience in Ad-hoc reports, data driven subscription reports by using Report Builder.
- Experience in developing Dashboard Report, Parameterized Reports, Linked reports, Sub reports by Region, Year, Quarter, Month and Week.
- Migrate and Manage data from different sources to Data Warehouse
- Manage ETL packages which is developed in SSIS
- Power BI development and administration
- Business Analysis Services reporting model
- Developing visual reports, dashboards and KPI scoreboards using Power BI desktop
- Analyze data in Excel with the help of Power BI
- Scheduled Automatic refresh and scheduling refresh in Power BI service.
- Developed analysis reports and visualization using DAX functions like table function, aggregation function and iteration functions.
- Created reports using time intelligence calculations and functions.
- Executed dashboard setups and data manipulation using DAX.
- Fetching data from Salesforce to Power BI with the help of a connector.
- Transformed Salesforce data with the help of DAX.
Results:
- Efficient Data Management: The Data Conversion Specialists expertise in ETL processes and SSIS ensured a smooth and efficient data management in Snowflake Data Warehouse, minimizing downtime and data quality issues during the transition.
- Reliable Reporting: The custom reports designed and deployed by the specialist provided accurate and timely insights, enabling clients to make informed decisions and comply with regulatory requirements.
- Enhanced Data Infrastructure: The successful data warehouse deployment and reporting improvements laid the foundation for a more modern and robust data infrastructure, better suited to support the company’s growth and data analytics initiatives.
- Improved Stakeholder Satisfaction: By closely collaborating with stakeholders and delivering on custom reporting requirements, the specialist contributed to increased satisfaction among business users who relied on data-driven insights.
