At a glance
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Faced with lengthy manual reporting cycles and growing regulatory demands, a leading insurer partnered with eBlocks to reimagine its reporting process. Together, we built an automated solution that streamlined data collection, improved accuracy, and cut report preparation time from nine weeks to a matter of days.

From Manual to Modern

For many organisations, monthly reporting consumes significant time and resources. Our client was no exception — their teams spent weeks gathering, validating, and consolidating data from multiple business units to produce the Conduct of Business Return (CBR) report, a regulatory requirement in the insurance sector.

The process was complex, involving numerous data sources, each managed under different operational rules. While the CBR report itself was relatively simple in purpose — aggregating key metrics about insurance products — the fragmented systems and manual interventions made it a labour-intensive task.

Building a Foundation for Automation

eBlocks partnered closely with the client to design a robust, automated reporting solution. The goal was clear: reduce manual effort, improve reliability, and create a scalable foundation for future growth.

We began by assessing the client’s operational needs — report frequency, access levels, data sources, and KPIs — to ensure the solution would not only meet today’s requirements but also evolve with the business. Using a combination of Business Intelligence (BI) tools and custom-coded systems, we delivered an on-premises solution that integrated seamlessly with existing processes while remaining cloud-ready for future migration.

The platform automated data extraction, validation, and consolidation, replacing weeks of manual work with near-real-time processing. A user-friendly dashboard allowed business users to monitor trends, investigate anomalies, and access insights independently — all without relying heavily on technical teams.

Impact: From Nine Weeks to Near Real Time

By automating the reporting process, the client dramatically reduced turnaround times and minimised the risk of human error. What once required nine weeks of effort was now achieved in a fraction of the time, empowering teams to focus on analysis and decision-making rather than data gathering.

Beyond efficiency, the project delivered tangible value:

• Greater data accuracy and confidence in regulatory submissions.
• Improved visibility across business units through consolidated insights.
• Enhanced agility, with the ability to scale or migrate to the cloud as needs evolve.
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Shaping the Future of Reporting

The success of this project demonstrated how automation can transform reporting from a compliance exercise into a strategic asset. With a strong technological foundation now in place, the client is better equipped to make data-driven decisions and respond swiftly to new regulatory or business demands.

At eBlocks, we’re proud to have partnered with them on this journey — turning a once-manual process into an intelligent, future-ready reporting ecosystem.

Ready to reimagine your reporting?
Our team of experts can help design and implement a solution tailored to your organisation’s needs.

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