The Challenge

Before GoodData, PSA Insurance & Financial Services (PSA) had no good way to quickly pinpoint sales trends. The commercial insurance brokerage had loads of customer and policy data, but it was housed in a variety of systems, none of which, on its own, could provide reports that answered customer and sales trend questions.

The Solution

Andrew Bartels, PSA’s IT Director, found that, with GoodData, he could combine sales and customer data into a single cloud data warehouse. From concept to launch in less than 90 days, Andrew implemented:

• A single cloud data warehouse that’s automatically updated daily at 6am
• Reports and dashboards for management, including 360º views and accurate forecasting for sales, revenue recognition and budgeting
• A BI-on-demand service that can be set up and updated by non-IT staff

Implementing GoodData has allowed Andrew to enable data-driven executives and sales leaders to create specific reports and analysis completely on their own.

Why PSA Invests in GoodData

Empowering Business Users

PSA’s up-to-date GoodData reports narrow the information gap between business handled and revenue earned. The accurate, high-quality information helps executives make better business decisions in morning meetings.

Efficient and Effective

Business analysts build dashboards without IT support or painful .csv exports. GoodData enables the PSA team to continually add new data sources without rebuilding existing reports.

Tapping Value in Legacy Applications

GoodData helps PSA aggregate and visualize valuable data from MS Access, MS SQL and CSV files (from accounting) to provide executives with new business insights.

Affordability

Buying on demand from GoodData means PSA spends less on BI infrastructure and support.