A leading insurer with valuable data trapped in disconnected silos
The company operated with information distributed across multiple systems — ERP, CRM, databases, and spreadsheets — without a unified analytics layer that would allow management to make decisions based on integrated and up-to-date data. Reports required manual effort, were inconsistent across departments, and reached the people who needed them most too late.
Infodataserv collaborated with the team of technical specialists at SmartBase to design and implement Cognos Analytics on a high-availability infrastructure, transforming this fragmented environment into a robust and scalable business intelligence platform.
Three critical gaps limiting institutional management
Disconnected information with no unified view
Each system generated its own reports, with no way to consolidate data from ERP, CRM, and institutional databases into a common view.
Lack of real-time strategic indicators
Management lacked accessible executive dashboards and KPIs, relying on manual reports with delays that affected decision-making speed.
Infrastructure without analytics capabilities
The existing servers did not meet the capacity, redundancy, and performance requirements needed to support a corporate BI platform.
Access control without profile-based granularity
There was no mechanism to segment access to sensitive information according to the user's role, exposing critical data to unauthorized audiences.
Three objectives that transformed institutional information management
The project scope was structured around three specific objectives, each verified through functional testing before formal delivery to the client.
Collection, analysis, and integration of data sources into the Cognos Analytics Content Store repository, enabling unified management of configurations and analytical objects.
Data modeling and configuration of multidimensional cubes that enable business users to independently generate business reports, dashboards, and indicators.
Operational BI platform with profile-based access, real-time strategic indicators, and corporate reports available to authorized users throughout the organization.
Testing that ensured the platform's full operational readiness
Infodataserv executed a validation protocol together with the client team to confirm that each Cognos Analytics component operated according to the requirements before final delivery.
Results confirmed during functional testing
Hardware requirements supporting the BI platform
In addition to implementing the analytics software, the project included the validation and configuration of the server, network, and storage infrastructure that met the capacity and availability requirements established by Infodataserv for Cognos Analytics.
| Component | Description | Role |
|---|---|---|
| Servers | Lenovo — capacity and performance certified by Infodataserv | Computing for development, administration, and visualization environments |
| Storage | IBM — enterprise storage solution | Content Store repository and platform analytics data |
| Network | SAN Switches — high-availability connectivity | Interconnection of servers and storage within a redundant architecture |
| Analytics Software | Cognos Analytics | BI platform: reports, dashboards, cubes, and corporate indicators |
Three-way collaboration: Infodataserv, SmartBase, and the client
The implementation involved three teams with complementary roles: Infodataserv as the technical software specialist, SmartBase as the technical project lead, and the client team as the functional key user.