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Project Overview

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.

It manages an initial conversation with the customer whenever there are any health issues and provides proper guidance along with managing doctor’s visit. This easy-to-access software helps to make data-driven decisions and enables to keep a pulse on the entire business. Being reasonably priced, it is the perfect solution for the customers who are not insured.

Core Features

Initial conversations with the customer

Manage doctor visit

Facilitate customer education


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

Bootstrap 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 ad-hoc analysis.


Technologies And Platform We Use

SQL Server

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