Insurance Broking
Data Analytics

Fixing Error-Prone Certificate Reporting for a Global Risk Management Leader

Our client's massive insurance broking and risk advisory ecosystem faced a critical operational constraint with tracking Certerra certificate adoption. Data was plagued by quality issues and modeling inaccuracies, making it manually intensive to extract reliable utilization trends. Relying on this flawed architecture to aggregate complex certificate data created significant reporting delays, degraded strategic visibility, and limited operational efficiency tracking.
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Challenge
Solution
The Outcome

The Challenge

The world’s premier insurance broker needed to optimize certificate utilization but found their poorly designed data models were unsustainable, risking inaccurate KPI calculations and delayed executive decision-making.

Complex Data Modeling Constraints

The inability to natively structure massive datasets, complicated by many-to-many relationships and circular dependencies, severely capped the accuracy of real-time adoption insights leadership could access at once.

Degraded Report Performance

Using unoptimized, flat data structures rather than proper schemas led to sluggish dashboard loading times and spent highly skilled developer labor on debugging complex, inefficient DAX calculations.

The Solution

We delivered a unified Power BI data architecture, combining an optimized Star Schema backend with automated data cleansing to streamline enterprise certificate reporting.

Architected Star Schema Models

We reorganized the massive datasets into optimized Fact and Dimension tables, enforcing strict one-to-many relationships to eliminate ambiguity and streamline data logic.

Automated Data Cleansing

The architecture uses Power Query Editor to natively sanitize inputs, automatically handling null values, removing duplicates, and standardizing global formats before modeling.

Relationship and Cardinality Optimization

We systematically audited the Power BI Model View to correct faulty cross-filtering, removing bidirectional errors and ensuring precise key alignment.

High-Volume Dataset Optimization

The framework actively filters irrelevant historical rows and drops unused columns, drastically reducing the overall memory footprint of the reporting suite.

Accelerated Refresh Architecture

We integrated incremental refresh protocols for the largest certificate datasets, guaranteeing total organizational visibility without the latency of full-scale daily reloads.

The Outcome

The enterprise is now able to achieve faster, highly accurate certificate reporting. Optimized data models and rigorous cleansing protocols have dramatically improved analytical agility.

100% elimination of ambiguous data relationships and complex DAX calculation errors

80% reduction in dashboard load times and automated data refresh intervals via Star Schema optimization

50,000+ Certerra certificates dynamically tracked in real-time across the global executive network

We have been working with Entrans for the last two years and they have played a key role in building our solution. Their expertise and professionalism were evident throughout the development cycle, and we were very pleased with the final product. They have shown enormous skill and vast domain knowledge and their IT expertise is reliable and trustworthy. We would recommend Entrans for anyone looking for quality IT services, delivered in a professional manner
Nikolay Prokopiev
Chief Executive Officer
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