Car Insurance Provider

Client and Need

  • Car insurance provider rapidly growing via acquisitions
  • Better insight into existing investment performance
  • Operational performance metrics to accurately assess performance of integrated M&As


  • Utilized Power BI, Power Pivot, and Power View tools
  • Developed dashboards containing 3 main building blocks; Corporate Performance, Acquisition Detail, and Document Libraries for due diligence documentation
  • Implemented Microsoft Power BI solution for company's M&A data

Value Added

  • Custom Power BI solution that ultimately played an integral role in another acquisition
  • Defined and standardized performance metrics
  • The ability to score acquisitions according to various goals and targets
  • A visual medium through which the executive team was able to gain powerful insights into M&A performance