
Architecting for Change: How We Helped a Leading U.S. Insurer Cut Technical Debt by 97% and Modernize at Scale
Case Study
Financial Services

A Financial Services company needed to migrate its Credit Card Network’s set of executive dashboards from Cognos to Power BI in order to understand the business performance at a glance. The requirement was to be able to track critical and fast changing data on various platforms including mobile devices.
Eases decision-making and tracking of management strategy and business plans
Mobile compatibility provided flexibility and insights on the go
Integrated Power BI dashboards with the organization’s portal to increase visibility and flexibility
Powerful modelling of Power BI was leveraged for easy and user-friendly capability
Assessed existing Cognos environment and critical business requirements.
Setup and configured required data connections. Loaded the data from the database into Power BI. Established
relationships between different data sources and created the data model in Power BI.
With the help of the existing Cognos reports as mockup, created Power BI visualizations.
Provided filtering capabilities and created DAX calculations for the custom fields
Incremental refresh was implemented for high volume data to optimize the data refresh performance.
Power BI features were leveraged to enhance the visualizations. Optimized the ‘Ask Question’ feature of Power BI for self
service of the reporting requirement.
Performed data validations and quality checks. Published reports with role-based permissions
Created with Sketch.
Eases decision-making and
tracking of management
strategy and business
plans
Created with Sketch.
Mobile compatibility
provided flexibility and
insights on the go
Created with Sketch.
Integrated Power BI
dashboards with the
organization’s portal to
increase visibility and
flexibility
Created with Sketch.
Powerful modelling of
Power BI was leveraged
for easy and user-friendly
capability
[contact-form-7 id="41855" title="CS - Report Migration from Cognos to PowerBI"]
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