TallRock Capital, a data-driven insurance and commission management firm, approached Oodles to modernize its reporting ecosystem built on spreadsheet-based workflows. The client required a scalable Zoho Analytics solution with structured database architecture, centralized data modeling, and executive dashboards to improve commission tracking, reporting accuracy, and business visibility.

The project focused on transforming fragmented Excel-based insurance and commission data into a centralized analytics infrastructure. The client required database design, data extraction, and data modeling services to streamline reporting workflows and improve decision-making. Key areas of work included Zoho Analytics implementation, dashboard creation, commission reporting automation, and insurance data management for executive-level insights.

The solution streamlined fragmented Excel-based workflows and enabled centralized reporting, data visualization, and commission tracking for executive-level decision-making.

Key Implementations:

• Excel-to-Database Migration: Migrated insurance and commission data from Excel files into a centralized database system for improved accessibility and scalability.
• Custom Database Design: Designed a structured database architecture tailored to insurance operations and commission management workflows.
• Advanced Data Modeling: Created relational data models to organize insurance datasets and ensure accurate reporting and analytics.
• Executive Dashboard Development: Built interactive dashboards in Zoho Analytics to provide real-time business and commission insights for leadership teams.
• Data Visualization & Insights: Developed analytical reports and visualizations to simplify complex insurance data.