Building Custom Software
To Make Your Business Better

Everyday at KEYSYS we build custom software to help business leaders get the important stuff done.

This is part 3 of a 10 part series during which we’ll highlight a set of problems, people and technologies as they relate to our Client Challenge Areas.

In our experience the kinds of problems that we solve can almost always be related to one of these key challenge areas our clients face in their businesses: Data / Innovation / Growth / Security

Nationwide insurance consulting firm hires KEYSYS to streamline data reporting

EBS is a marketing, consulting and services firm headquartered in Birmingham, Alabama. Since 1998 they have specialized in the placement of Bank and Corporate owned life insurance programs.

The EBS team of financial representatives implement and support these programs on a daily basis. To ensure coordinated service delivery their team works across five offices around the country.

As EBS has grown so has their data. All representatives collect and report their data through Excel. This led to each client report gathering input from a multitude of people. The process has become laborious and vulnerable to unnecessary risks and redundancies.

To solve EBS’ issue, Miyuki helped build a web based portal and reporting system to house all EBS’ data within a central database. This central location now holds all the data previously housed across Excel files.  The addition of a portal allows users to upload new data and generate reports that can be printed and distributed in a multitude of ways.

Power BI is used for Ad Hoc reporting and data analytics. 

This change has helped EBS save time and improve efficiency. The solution has transformed their data into an integral component of their overall decision support system.