National Insurance Brokerage
Simultaneous platform migration and data source transformation with a hard production deadline
Full
Platform Migration
Dual
Concurrent Data Change
7 mo
Delivery
Overview
A national insurance brokerage was migrating its entire analytics environment to a modern platform with automated report distribution. During discovery, the scope expanded dramatically — the organization wasn't just changing platforms, it was simultaneously changing its underlying data sources. Every data model had to be completely rebuilt, not just converted. Evil Genius delivered both transformations in 7 months under a hard production deadline.
The Situation
The brokerage was carrying a legacy analytics environment that had become a performance bottleneck. A single monolithic data model was shared across every application, causing slowdowns for every user across the organization. Report distribution relied on complex manual macro processes. The platform needed to be modernized — but the challenge went deeper than anyone initially realized.
Our Approach
- 1
During discovery, identified that the organization was simultaneously changing its underlying data sources — turning a standard platform migration into a complete rebuild of every data model with new source tables and field mappings.
- 2
Executed a dual-track strategy that decoupled the migration from the data source transformation — allowing both to proceed in parallel without blocking each other.
- 3
Built automated report distribution templates first using the legacy data model, then rebuilt all data models when the new data source mappings were delivered.
- 4
Broke the monolithic data model into smaller, focused applications organized by business function — eliminating the shared-model bottleneck that had been degrading performance across the organization.
- 5
Ran continuous validation with business teams throughout, followed by post-production support and new application development that wasn't possible on the previous platform.
Results
- Complete platform migration and data source transformation delivered in 7 months
- Monolithic data model split into focused, performant applications by business category
- Automated report distribution replaced complex manual macro processes
- Significant performance improvement — faster load times, easier administration
- Legacy platform fully decommissioned
- New applications developed that weren't possible on the previous platform and data system
What This Made Possible
The organization emerged with a fundamentally better analytics architecture — not just a migrated one. Users got faster access to relevant data through focused applications. Administrators can troubleshoot issues in minutes instead of hours. And the decoupled delivery approach proved that even compound complexity — migration plus data transformation plus a hard deadline — can be managed without compromise when the methodology is right.
Facing a Similar Challenge?
Let's talk about what's in your analytics portfolio — and what it would take to get it where it needs to be.