Case Study: Optio achieves scalable, automated insurance data architecture with InterWorks

Optio saves countless hours of manual development with InterWorks

Optio, a forward-thinking specialty managing general agent based in London, faced the challenge of unifying its overcomplicated and antiquated insurance data from a wide variety of sources. Their goal was to build a scalable, platform-agnostic data architecture to replace unsustainable Excel and Access processes and to automate reporting. They engaged vendor InterWorks for expert assistance with their data architecture, data engineering, and Tableau consulting services.

InterWorks implemented a full data stack using Snowflake as a cloud data platform and Matillion for data transformation, creating a robust and efficient architecture. This solution provided Optio with the ability to seamlessly ingest and collate data from diverse sources. The use of InterWorks' Curator product further improved the user experience and Tableau adoption by providing a customizable, branded interface for dashboards, resulting in significant operational efficiencies and time savings for the company.

Optio