CASE STUDY

Designing the Enterprise Analytics Standard

From Power BI embedded KPIs to a unified analytics system across platforms

What began as embedded KPI reporting evolved into a standard for analytics across platforms. I partnered with engineering to define core metrics and built a unified telemetry system using Power BI Embedded. This created consistency in how data is structured, visualized, and consumed.

The result established a shared analytics foundation across business units, with embedded KPIs in Cloud Control and scalable reporting across platforms.

The Platform Problem

Analytics existed —
but they were inconsistent and difficult to trust.

Each domain defined and displayed metrics differently.

Reporting was fragmented across dashboards.
There was no unified way to understand performance or trends.

Starting with KPIs

The initial focus was on surfacing key performance indicators within Cloud Control.

These KPIs needed to provide immediate visibility into business and operational health, while remaining simple and easy to scan.

Early exploration centered on:

  • What metrics matter most
  • How to standardize time ranges
  • How to communicate performance at a glance


This established the foundation for how users interpret system health and performance.

Defining Metrics with Engineering

To ensure accuracy and consistency, I worked directly with engineering to define the underlying measures powering the dashboards.

This included translating business questions into measurable signals and aligning on consistent definitions across domains.

Many of the core metrics were developed through this collaboration, ensuring both technical accuracy and business relevance.

Designing KPI Visibility in Cloud Control

KPIs were embedded directly into Cloud Control to provide a centralized view of performance.

The focus was on clarity and immediate interpretation:

  • Consistent time controls (MTD, QTD, YTD)
  • Trend indicators and variance signals
  • Clear visual hierarchy for scanning


This transformed Cloud Control from a monitoring surface into a decision-support layer.

Expanding Beyond KPIs into Operational Reports

As the system matured, the scope expanded beyond summary KPIs into detailed reporting across domains.

This included line-of-business and operational reports such as:

  • Commercial Auto performance
  • Underwriting and quoting activity
  • Batch processing and system performance
  • Integration and error monitoring


These reports extended visibility beyond high level metrics, enabling teams to understand workflows, diagnose issues, and monitor operational health.

Establishing a Consistent Analytics System

As reporting expanded across domains, consistency became critical.

A shared structure was established across all dashboards to ensure metrics were interpreted consistently and reports remained easy to scan and compare.

Each report followed a common pattern:

  • KPI summaries for quick context
  • Time based trend analysis
  • Distribution and composition views
  • Supporting operational metrics


This created a predictable and repeatable analytics experience across platforms.

Scaling Across Teams

The system was adopted across multiple business units and platforms.

Power BI Embedded became the standard for analytics, with shared patterns enabling teams to build and extend reporting consistently.

I led enablement efforts to support adoption:

  • Served as admin and primary point of contact
  • Conducted live tutorials across P&C and LA&H teams
  • Enabled teams to build using shared patterns


What began as a KPI initiative evolved into a shared analytics standard across the organization.

Measuring Success

The telemetry system established a consistent analytics foundation across the organization, enabling teams to understand performance, act on insights, and scale reporting across platforms.

Adopted Across the Organization

Established as the standard for analytics across business units

Cross Platform Integration

Embedded KPIs in Cloud Control with reporting across multiple platforms

Consistency at Scale

Standardized structure for metrics, visualization, and interaction

Operational Visibility

Enabled teams to monitor workflows, diagnose issues with confidence

Project Overview

Role

Lead Product Designer, expanded into Power BI admin and analytics lead

Scope

End to end design of embedded KPI dashboards and operational reporting, including metric definition and DAX development

Team

Led design in collaboration with cross functional data and engineering teams across business units

Timeline

MVP released Fall 2025, followed by continued expansion across domains and platforms