Case Study: a major investment and insurance company optimizes sales performance with Persistent Systems' Sales Data Warehouse and Data Mart

Sales Data Warehouse and Data Mart helps investment and insurance company optimize sales performance and increase revenue

The client, a major investment and insurance company, faced challenges with its complex and disparate data sources, which hindered its large sales force from efficiently accessing critical information. This manual, error-prone process prevented the sales team from effectively tracking performance and forecasting trends. To address this, the company engaged Persistent Systems to create a modern data and analytics platform.

Persistent Systems implemented a scalable Sales Data Warehouse and Data Mart that integrated data from approximately 15 source systems. The solution provided a unified, star-schema-based data model and a user-friendly reporting application with smart analytics. This empowered the sales team with self-service insights and dramatically improved operational efficiency, saving an estimated 1,000 person-hours daily and handling 200,000 reporting requests per day. The solution, delivered in 120 days, significantly enhanced sales performance and decision-making for the client.