A solution using the Pentaho Community stack for a leading organization in health insurance domain catering to alternative health insurances for customers unable to identify appropriate insurances.

Specific features are seamlessly integrated into the existing CRM

  • Initial conversations with the customer
  • Manage doctor visit
  • Facilitate customer education
  • Dashboard
  • Ticket Analysis Dashboard
  • Revenue Analysis Dashboard
  • Data Management
    • Populates the data from vtiger CRM to data warehouse designed in MySql
    • Scheduled for daily frequency in night batch cycle
  • Analytics & Business Intelligence Rollouts
    • Dashboard CSS & designs approved by client incorporate company standards
    • Tablet friendly responsive dashboards
    • Boot-strap friendly designs
    • Customizes the Pentaho community Edition, with “White Labeling”
    • Deploys requisite information on the client’s server with a mock test
    • Provides a user guidance document for the CUBE usage for adhoc analysis.
Industry: Healthcare
Technology: BI, Analytics & Database