Transforming Disconnected Data into Actionable Insights with a Scalable BI Platform

The Horton Group is an insurance, employee benefits, and risk advisory firm focused on helping organizations turn data into a competitive advantage through better insights and decision-making.

The Horton Group needed to improve how it collected, managed, and leveraged data to support reporting and client insights. Key challenges included:

• Fragmented data across multiple systems (CRM, insurance platforms, custom forms)
• Heavy reliance on manual data extraction and reporting processes
• Limited scalability of existing reporting tools
• Inconsistent and potentially inaccurate data due to duplication and manual entry
• Lack of a centralized, real-time reporting platform

Additionally, custom form data was stored in XML format and required manual extraction, making it difficult to use at scale for analytics and business insights.

Netrix partnered with The Horton Group to design and implement a modern Business Intelligence (BI) platform, built on a unified data strategy.

Key Components

• Creation of a single source of truth for all reporting data
• Development of automated processes to aggregate and structure data
• Extraction and transformation of XML-based custom form data into usable datasets
• Design of a scalable data model to support future reporting needs
• Implementation of Power BI as the centralized reporting and visualization platform

Platform Capabilities

• On-demand reporting and data visualization
• Ability to analyze client data, premiums, and market comparisons
• Flexible, self-service reporting for business users