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Cover of the Helsana Success Story on portfolio management with mountains in the background and the Helsana logo, two smiling people and a laptop in the foreground.

Successful portfolio management at Helsana thanks to the implementation of a data-driven control cockpit

Helsana Group

With approximately 2.2 million customers, the Helsana Group is one of the leading health and accident insurance companies and one of the top 3 short-term disability insurers in Switzerland. It provides comprehensive assistence to private and corporate customers with regard to health and prevention, as well as in the event of illness and accident. More than 60,000 corporate customers place their trust in Helsana.

For more information, visist Helsana´s corporate page.


Transparency about the profitability of corporate business portfolio and management of customer segments.

Consulting approach

Design, conception, and development based on pre-defined user stories and workshops.

Customer benefits and solution

An intuitive control cockpit and dashboards with different granularities for department-specific evaluations.

One of the challenges was to gain transparency with regard to the profitability of the corporate business portfolio and to optimize management of customer segments. The old solution could no longer meet the requirements for portfolio management for active control and management. “Reporting on more than 16 million data records with 80 attributes and 15 metrics presents the software and developer with challenges that we were lucky enough to solve,” explains David Mandl, principal consultant at valantic Business Analytics Swiss AG.

The initial task was for the project management and product owner to coordinate, consolidate, and prepare the requirements. The hybrid, agile process model provided a sprint interval of two weeks, during which new developments were presented as part of sprint reviews, new “action items” were identified as part of the retrospectives, and the next sprint was planned. This way, it was possible to take account of new priorities at short notice.

“Regular feedback from the departments ensures that all requirements are fulfilled as well as they can be. A diversity of perspectives is the key to such a project. It guarantees enhancement for the benefit of users over the course of the project,” explains Maksimovic. valantic structured the complex optimization project at Helsana. “valantic’s expertise and extensive BI tool experience were a big advantage,” he recalls.

Helsana Success Story | valantic with MicroStrategy
Download case study: "Successful portfolio management at Helsana"

Find out how Helsana, working with valantic, developed and implemented a data-driven control cockpit in order to make all relevant KPIs for a successfull portfolio management available clearly and intuitively.

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Your Contact

Marc Philipp Managing Director, valantic Business Analytics Swiss

Marc Philipp

Managing Director
valantic Business Analytics Swiss