Case Study: The Horton Group achieves better reporting and business insights with Netrix Global

Converting Client Data Into Actionable Business Insights

The Horton Group, an insurance and risk advisory firm, struggled with a disparate and manual data process. Their client data was spread across multiple systems and required extensive manual extraction and formatting, which created reporting delays and inaccuracies. This hindered their ability to use the data effectively for sales insights. Netrix Global was engaged to address these data structure and accessibility challenges.

Netrix Global implemented a streamlined data solution by establishing a single source of truth within the client's existing systems and creating automated processes to extract and roll up data. They utilized Power BI as a reporting platform, leveraging the company's on-premises SQL Server. This provided The Horton Group with a central location for real-time reporting and dynamic data visualizations, enabling them to effortlessly generate client comparisons and gain actionable business insights, thereby surpassing their prior system limitations.

The Horton Group

Dan Horton

Chief Executive Officer