Case Study: Lawrie Insurance Group achieves faster, real-time reporting with Whitecap and Power BI

Lawrie Insurance Group cuts month-end reporting from 10 days to 5 with Whitecap

Lawrie Insurance Group, an independent insurance brokerage, faced a significant challenge in utilizing the valuable data locked within its Applied Epic business management system. Generating reports required a slow, manual process of exporting data to Excel, which was time-consuming, limited in scope, and often resulted in inaccuracies. The company sought to become a data-driven organization and engaged vendor Whitecap to help implement a solution using Microsoft Power BI.

Whitecap implemented a solution that extracted data into a Google Cloud data lake and then built custom dashboards in Power BI. This provided Lawrie with near real-time data visibility and self-serve reporting capabilities. The project was a success, cutting the time to generate month-end reports in half from 10 days to just 5. Whitecap delivered 10 custom dashboards, which reduced ad hoc requests and empowered decision-makers with immediate access to accurate business intelligence.

Lawrie Insurance Group