About the client
The client is one of the leading providers of employee benefits to members of the agri-business community, working with organizations ranging from small family farms to larger corporate agricultural businesses. As a recognized leader in the life sciences domain, the client delivers unique healthcare and agri-food technology solutions, offering services from acute and episodic care to disease management and prevention.
Client challenges
The client’s existing Sisense platform came with high licensing costs and slow development cycles, limiting how quickly new reports and dashboards could reach the business. Business users had limited self-service capabilities, creating a dependency on IT for even routine reporting needs and slowing time to insight across the organization.
Complex integrations and a lack of centralized data models further compounded these issues, making it difficult to maintain consistent definitions and trusted reporting across teams. These constraints limited the client’s ability to scale analytics adoption and respond quickly to changing business needs.
Solution
- LevelShift executed a full migration from Sisense to the Tableau platform, ensuring continuity of reporting throughout the transition.
- Role-based security and ad-hoc reporting were implemented, giving business users the flexibility to build their own views without compromising governance.
- Stabilized data models were created to ensure consistent definitions and trusted reporting across the organization.
- Data row-level security was configured on a role basis, ensuring users could only access data relevant to their function.
- Business-friendly drill-through reports were developed, allowing users to move from summary views to detailed data with ease.
Benefits
- A significant reduction in BI licensing costs was achieved by migrating off the Sisense platform, delivering a 40% optimization in licensing cost.
- Business users were empowered with self-service analytics, reducing dependency on IT for day-to-day reporting.
- Report performance improved and visualizations were standardized across the organization, contributing to a 45% improvement in automation efficiency.
