Case Study: Helvetia Insurance Switzerland optimizes planning and reporting with Board

Helvetia Insurance Switzerland simplifies planning in 6 months with Board

Helvetia Insurance Switzerland, a well-established insurance company, faced the challenge of replacing its outdated, labor-intensive spreadsheet-based premium planning process. Their goal was to find a modern solution to simplify planning, improve granularity, and increase responsiveness to new market requirements. They selected the Board solution after a comprehensive vendor evaluation.

Board provided a flexible platform for both top-down and bottom-up planning, which was implemented in a successful six-month pilot project. The solution automated data distribution and integration with SAP, replacing manual work. This significantly streamlined processes, improved collaboration and dialogue within the company, and allowed Helvetia to respond to new requirements much faster. The intuitive nature of Board also led to high user satisfaction.