The client is one of the largest health benefits companies in the United States

The client is one of the largest health benefits companies in the United States. They deliver several leading health benefit solutions through a broad portfolio of integrated health care plans and related services.

Business Challenge

  • The client conducts regular customer surveys to extract the overall health details of their service base.
  • These surveys allows them to provide diverse health care solutions upon detailed analysis of the various data metrics in the survey.
  • A web-based tool was used to process the data points but it was inadequate. They wanted a more flexible system to deploy across all touchpoints, including Bot, Alexa, Email, etc.
  • Further, they wanted to collect and curate data across all possible channels and generate reports based on the analysis.

Technology / Enviroment

Power BI, .Net Core, Azure Cognitive Services, Cosmos DB, Azure SQL instances


  1. Power BI integration into the Bot enabled seamless data access across multiple channels.
  2. Rich and personalized dashboards—deployed with real-time data tracking features—gave complete visibility into their customer requirements and expectations.
  3. Based on real-time updates, the client quickly generates interactive and immersive reports.
  4. Reports accessible on mobile devices led to real-time data tracking and decision-making.
  5. The client’s operational costs were considerably reduced.

PreludeSys Solution

  • PreludeSys’s subject matter experts determined the technology bottlenecks faced by the client to access and generate dynamic reports with their web-based system and and proposed a more powerful solution using Power BI for data analytics and reporting.
  • Power BI was integrated into their AWS server and the Bot provided support across multiple channels with the ability to launch surveys and process various user requests.
  • The Bot interacts with Power BI and chart builders to secure the survey data, and it provides output in an adaptive card format for web, email, and voice channels.
  • The client can now generate dynamic reports from all customer touchpoints.