In the background is the Swiss mountain landscape with the Swiss flag, in the foreground are three circular images with the Visana logo, a man holding two children in his arms and a work situation with laptop | Visana Success Story about MicroStrategy to increase sales productivity

Integrated sales cockpit at Visana increases productivity and transparency

Swiss insurance group Visana

With more than 838,000 private customers and 16,000 corporate customers, the Visana Group, headquartered in Bern, is one of the largest health and accident insurers in Switzerland. In 2019, the group generated a premium volume of CHF 3.3 billion with 1,300 employees in around 100 locations.

Proximity to their customers and eye-to-eye human interaction are particularly important to Visana. Visana offers compulsory health insurance as well as supplementary and property insurance in accordance with the Swiss Insurance Contract Act (VVG). In addition, corporate customers can insure themselves and their employees against loss of wages and accidents.

Challenge

Lack of transparency and granularity of key KPIs

Consulting approach

Implementation of the MicroStrategy analysis and reporting platform

Customer benefit and solution

Increasing the productivity of sales and the entire company

In mid-2019, the Visana Group and valantic started operations with the declared aim of taking productivity and transparency in sales and throughout the company to a new level. A user-friendly management cockpit seemed to be a suitable means of visualizing all relevant key performance indicators (KPIs) in a clear manner. In addition, it should be possible to adapt the new cockpit to the information requirements of all employees in sales at all intermediate levels. The new dashboards should provide all employees with the best possible support for their work.
In the spring of 2020, it became clear that the old IBM Cognos system could not optimally implement all requirements. In particular, performance factors based on the existing infrastructure called the success of the project into question.

valantic’s consultants therefore recommended a re-evaluation. “Under the Corona restrictions, this was a special challenge,” recalls Alfred Tschumi, group leader of the Business Analytics Team at Visana and technical project manager. In addition, new servers had to be set up and some of the infrastructure environment reconfigured. But “all the decision-makers worked together pragmatically and covered each other’s backs during this project,” continues Mr. Tschumi. MicroStrategy’s Enterprise Analytics Platform was selected because it fulfilled all the requirements in the criteria catalog very well.

“The layout, display, performance, and user-friendliness are exactly what we want,” concludes Mr. Tschumi. “The sales department is very satisfied with this, the feedback from the user side is very positive,” says Mr. Tschumi, reflecting on the feedback from approximately 500 licensed users.

“valantic has made a great contribution. Due to the loss of some resources, our in-house expertise was not sufficient; valantic built the dashboard very professionally, integrated the data sources, and trained the employees, so that we put the system into production immediately after the project was finished,” said Mr. Luginbühl. MicroStrategy is a key puzzle piece for increasing productivity in sales and across the enterprise.

Depending on the functional area, the analysis tools MicroStrategy, IBM Cognos, and SAS will be used at the Visana insurance group in the future.

In the background is the Swiss mountain landscape with the Swiss flag, in the foreground are three circular images with the Visana logo, a man holding two children in his arms and a work situation with laptop | Visana Success Story about MicroStrategy to increase sales productivity
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Your Contact

Marc Philipp Managing Director, valantic Business Analytics Swiss

Marc Philipp

Managing Director
valantic Business Analytics Swiss