Case Study: Leading Multi‑Billion‑Dollar Insurance Company achieves cloud consolidation, unified planning & analytics, and cost savings with DatAvail

Leading Insurance Company - Customer Case Study

Leading Insurance Company, a multi-billion-dollar insurer offering life insurance, annuities, retirement plan services and group protection, needed to consolidate and migrate multiple on-premises planning and analytics applications (Hyperion Planning and Essbase) to the cloud. DatAvail was engaged to address fragmented environments, lack of a single source of truth, and limited on-premise functionality using Oracle EPM Cloud Planning & Budgeting and Oracle Analytics Cloud.

DatAvail delivered a single cloud instance with automated integrations and data loading, converted Essbase artifacts to Oracle Analytics Cloud, revamped security, automated rules and calculations, and extended financial reporting and analytics. The migration produced license, hardware, and support savings, adoption of best practices, and a state-of-the-art cloud instance for the Leading Insurance Company.